Salesforce announces new Service Cloud workforce planning tool

With a pandemic raging across many parts of the world, many companies have customer service agents spread out as well, creating a workforce management nightmare. It wasn’t easy to manage and route requests when CSAs were in one place, it’s even harder with many working from home.

To help answer that problem Salesforce is developing a new product called Service Cloud Workforce Engagement. Bill Patterson, EVP and General Manager for CRM Applications at Salesforce points out that with these workforces spread out, it’s a huge challenge for management to distribute work and keep up with customer volume, especially as customers have moved online during COVID.

“With Service Cloud Workforce Engagement, Salesforce will arm the contact center with a connected solution — all on one platform so our customers can remain resilient and agile no matter what tomorrow may bring,” Patterson said in a statement.

Like many Salesforce products, this one is made up of several key components to deliver a complete solution. For starters, there is Service Forecast for Customer 360, a tool that helps predict workforce requirements and uses AI to distribute customer service requests in a way that makes sense. This can help in planning at a time with a likely predictable uptick in service requests like Black Friday or Cyber Monday, or even those times when there is an unexpected spike.

Next up is Omnichannel Capacity Planning, which helps managers distribute CSAs across channels such as phone, messaging or email wherever they are needed most based on the demand across a given channel.

Finally, there is a teaching component that helps coach customer service agents to give the correct answer in the correct way for a given situation. “To increase agent engagement and performance, companies will be able to quickly onboard and continually train agents by delivering bite-size, guided learning paths directly in the agent’s workspace during their shift,” the company explained.

The company says that Service Cloud Workforce Engagement will be available in the first half of next year.