Chad Meyer on Effective Case Management




The ButtonClick Admin Podcast  | For Salesforce Admins, Developers, and Executives show

Summary: This week on the ButtonClick Admin podcast we chat with Chad Meyer, who is the CEO of Internet Creations, a company whose goal is to help their clients exploit the benefits of technology, and avoid the perils, by delivering best-of-breed solutions backed by comprehensive support. Did you know that when Service Cloud got it's beginnings it was called Supportforce? This episode is all about Service Cloud! Chad and I dive into the following questions: What is a case? What are some best practices for getting started with Cases in your organization? When do you create a case and what are some best practices around case creation? And when is it an activity? And we can't have a support episode without talking social media. Chad talks us through implementing service cloud and when we can start looking at Facebook cases. Finally Chad helps us decipher the differences in licenses. Here are the links to the apps Chad mentions CronSights Handle Time Metrics https://appexchange.salesforce.com/listingDetail?listingId=a0N30000001gZ0hEAE Change Case Ownership Plus https://appexchange.salesforce.com/listingDetail?listingId=a0N30000008Z4H9EAK And you can follow Chad on twitter: @chadmeyer_ic We want to remind you that if you love what you hear, or even if you don't head on over to iTunes and give us a review. It's super easy to do and it really helps more Admins find the podcast. Plus, we would really appreciate it. Click on the logo to listen & subscribe RSS Feed:  http://buttonclickadmin.com/feed/bcapodcast/