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What is Asset Management in Salesforce Service Cloud?

Customer service and customer experience are the two eyes of a digital economy. In current times, every business be it small or medium or large are a part of this economy.

Customers always expect outstanding service and a brilliant experience from customer service agents of an organization. Customer retention, loyalty, trust, growth and more benefits are the rewards of managing customer service effectively.

What is Asset Management in Salesforce Service Cloud?

Asset management is one of the modules of the Salesforce service cloud, which helps in managing information relating to the product that the organization sells, assets represent the products customers have purchased.

The asset management module can be used to store complete information about purchased products.

Salesforce Service Cloud helps organizations provide top-notch customer service. Asset management is a key component of the service cloud, helping customer service agents validate the products or services purchased by the customers. There by making it seamless for Customer service agents to provide validated information to customers.

Role of Asset Management

Salesforce service cloud helps customer service agents to see and manage both products purchased by customers and company inventory or Stocks. . It allows tracking of products that are owned by customers. Asset management is a place where customer service agents can get complete details about a particular product.

Salesforce service cloud asset management can be associated or linked to entitlements, work orders, maintenance plans, and more. This asset management helps customer service agents quickly access the view and history of a product owned by a customer.

With Salesforce Service cloud implemented along with asset management, Agents are now able to associate assets records with modules like

  • Cases
  • Locations
  • Maintenance plans
  • Work orders
  • Service contracts
  • Entitlements

It has become a common scenario these days, where enterprises are setting up powerful service systems to optimize the productivity of their customer service agents. Hence enterprises are benefiting enormously from Salesforce asset management.

Connected, unified and organized Salesforce CRM can help customer service agents to know complete information about products and services. Click here to know more about our Salesforce products

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