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Transforming the Customer Experience & Boosting Productivity with a New Global Agent Contact Center

Client

The client is a well-established corporate travel company providing tailored solutions to help businesses manage and optimize their travel operations globally.

Challenge: Unifying Complex Operations to One Platform

The client needed to enhance its global contact center operations by modernizing and optimizing the agent workflow, improving access to client information, and unifying the overall user experience for agents and customers. They needed to address multiple critical areas of their operations:

  • Streamline Systems Integration: Creating a cohesive solution that boosted agent efficiency.
  • Optimize Workflow Efficiency: Equipping agents with configurable, flexible tools for smoother operations.
  • Minimize Manual Processes: Automating prioritization of urgent service requests and case assignments.
  • Improve Communication Tools: Connecting channels and giving agents complete customer data visibility to ensure a better and meaningful understanding of customer travel experience and preferences.
  • Enable Comprehensive Reporting: Providing agents with actionable insights for personalized service and optimized customer interactions.
  • Introduce Omnichannel Support: Offering customers greater flexibility and convenience, enhancing their overall experience.

Solution: AI-Powered, Consolidated Architecture

Using the Connect Framework, DataArt employed a dynamic methodology to support every phase of product development while addressing the complexities of timelines and technology needs.

Embracing innovation, DataArt and the client combined their expertise to craft a seamless, future-proof architecture using Salesforce services, known for fast-tracking digital transformation within enterprises.

The solution delivered the following improvements:

  • Reduced CRM storage dependency and license costs
  • Utilized enterprise platforms for reduced costs and overhead mitigation, unified process, and seamless development and support
  • Integrated cloud contact center and telephony services for flawless experiences
  • Combined voice communication with CRM using Service Cloud Voice for a fluid agent workflow

The solution’s key highlight was AI-powered automation in case management. By integrating Azure OpenAI Service with Salesforce Service Cloud, the solution introduced advanced features such as pre-populating fields within service cases, prioritization, and routing inbound requests to the most appropriate team. This dramatically reduced manual data entry and improved overall service efficiency.

Furthermore, the AI prioritization engine analyzed email content (such as departure dates) to determine request urgency, ensuring that high-priority cases reached the right agents promptly.

Technology

Salesforce Service Cloud
Service Cloud Voice
Messaging for In-App and Omnichannel
OpenAI Integration for AI Automation

Results: Next-Level Experience for Customers and Agents

The collaborative team created an innovative, AI-powered operating platform, which revamped architecture is even more flexible and poised for the company’s future scalability, ensuring sustained growth and success in the long term through:

Unified Customer View:

  • Holistic view of customer interactions across channels
  • Strong reputation through excellent customer experiences
  • Easy access to relevant information, enhancing efficiency and productivity

Integrated Agent Environment:

  • Single workspace for agents across multiple regions, enabling a bird’s eye view of data and processes:
  • Salesforce Case Management with SLA (service-level agreement) tracking
  • Effortless access to customer profile data
  • Comprehensive dashboards of traveler history and statuses, enabling personalized customer experiences
  • Omnichannel functionality in one place

System Consolidation

  • Retired outdated systems, redundant tools, and overlapping functionalities across different channels
  • Reduced expenses for maintenance and infrastructure by consolidating onto a single service platform
  • Minimized distractions caused by managing multiple platforms
  • Lower licensing and maintenance costs, and infrastructure expenses

Automated Operations

  • Efficient operations and data processing with automated inquiry ingestion and routing
  • Decreased manual effort and potential human errors
  • Improved customer case assignment based on VIP customers’ priority inquiries and agent skills and expertise
  • AI-powered flow determination of case urgency by understanding departure dates, enhancing customer experience

AI-Driven Efficiency:

  • Reduced manual data entry through AI-powered automation, minimizing human error, and improving agent efficiency
  • Better handling of time-sensitive service requests, ensuring that critical cases are routed to the right agents promptly
  • Improved agent productivity and customer satisfaction

Data-Driven Insights:

  • A wealth of new data points for analysis and strategic decisions, detecting areas for improvement, and continuously refining strategies for unrivaled CX.
  • Identifying and addressing customer service delivery pain points, streamlining internal workflows and procedures.
  • Better SLA monitoring and performance metrics for controlled service levels
  • Development opportunities for new products and services, addressing emerging customer needs
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