Your complete Help Desk Solution
Empower your help desk team with the Salesforce Service Cloud.





Does this sound familiar?

Time Consuming Administration
- Offline or paper-based and manual processing
- Slow response times and poor coordination
- Inconsistent or manually replicated responses

Poor Customer Experience
- Clunky enquiry /support request process
- No platform for customers to self-service or access information
- Inconsistent records and communication on customers

Lack of Data Quality
- Poor case management intelligence
- Limited visibility on case response times and satisfactory outcomes
- No insights into customer satisfaction and feedback
Fundraising Exchange Features
Check out the range of features available in the Salesforce Service Cloud solution below to meet the needs of membership organisations and the range of outcomes that our clients shout about.
Integrated Customer Database
Benefit from a 360 view of your customers to manage cases, communication, track responses and review feedback.
- Omni-channel case management
- Automated case assignment
- Service Console case management
- Prepare automated responses
- Increased efficiency
- Improved response rates
- Greater customer satisfaction
Online Customer Community
Empower your customers with self-service capabilities, access to their cases, searchable knowledge, discussion groups and IAG directories.
- Branded portal for customers
- Secure access and communication on cases
- Discussion groups and IAG directory
- Improved information and compliance
- Improved customer satisfaction
- Improved customer service
Internal Departmental Efficiency
Improve business processes between sales, delivery, finance and comms to streamline internal processes and customer service.
- Integration with social media
- Integration with telephony
- Integration with E-marketing tools
- Integration with e-signature contracts
- Improved reputation management
- Greater customer intelligence
- Improved team efficiency
Need a Help Desk implementation?
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Check out what our customers say..
Full overview of our Help Desk solution
Standard
Optional
Features | Included |
---|---|
Case Management | |
Contact Management | |
Household/Account Mgmt | |
Activity Management | |
Communication Tools | |
Campaign Management | |
Reports and Dashboards | |
Mobile Access | |
Workflows and Approvals | |
Multi-currency/locales | |
Duplicate management |
Features | Included |
---|---|
Web-to-Case / Email to Case | |
Online Feedback Forms | |
Case Escalation | |
Online Community | |
Online Knowledge Area | |
Online Provider Directory | |
Integrated E-marketing | |
Integrated Telephony | |
Integrated Webchat | |
Integrated Social Media | |
Contract Automation |
Thinking aboutstreamlining your help desk process using digital solutions?
Our Partners
We work with a number of technical partners to bring our Help Desk solution to life.
Salesforce offers a #1 CRM tool with a built in non-profit success pack which has some ready made features to support fundraising management. We build on this using products such as Community Cloud, Service Cloud, Pardot, Einstein Analytics to realise a great Fundraising Solution for clients.

If you require advanced knowledge management functionality we harness the power of Lighthouse KMS to be provide an enhanced self-service information, advice and guidance service for members.

Vonage is one of our partners if you require integrated telephony system to manage call allocation, record calls, respond to calls all within Salesforce

Book a Digital Strategy Consultation
Book a FREE consultation with a member of our team. As part of the consultation, we will review your business priorities, technical requirements and product options to help you develop and reinforce your digital strategy.