Case Swarm

Close tough cases quickly without disconnected email and chat threads.

When it comes to complex customer issues, service agents often spend more time hunting down answers than engaging the customer. Agents are left scrambling between different applications, corralling inputs from multiple teams, and switching between applications. Collaborative case swarming with Quip puts everyone on the same page. Satisfy urgent customer needs through real-time document collaboration that’s always connected to Service Cloud.

This use case is available with Quip for Salesforce.

• Live Salesforce Data

  Set up templates with pre-filled case data, saving time for your agents and standardizing case escalations.

• Audit-Level Track Changes

  Discuss any word to drive clear decisions. Every edit is tracked, so historical case resolution data is never lost.

• External Sharing

  Share case swarms with teammates who don't live in Service Cloud to keep everyone on the same page.