Streamlining Customer Service Operations for TripaDeal with Salesforce Service Cloud
Solution Category
Service Cloud Implementation
Customer
TripaDeal
Industry
Travel Services
Segment
ESMB (Emerging Small and Medium Businesses)
Country
Australia
Go-Live Date
July 2021
Introduction
TripaDeal, a leading Australian travel brand, offers curated tours, cruises, and hotel packages at exceptional value. With a rapidly growing customer base, their support teams faced increasing challenges in managing customer queries efficiently and maintaining high service standards.
To deliver a seamless support experience, TripaDeal partnered with PSAG Technologies to implement Salesforce Service Cloud — a robust solution designed to unify communication, improve visibility, and ensure faster, more accurate case resolutions. The goal was to enhance customer satisfaction through automation, optimized routing, and smarter service workflows.
The Business Challenge
TripaDeal needed a 360-degree view of every customer interaction to ensure quick and effective query resolution. Their existing system lacked automation and integration between email, live chat, and case tracking.
Key challenges included:
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Building a foolproof support email system for managing customer cases.
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Ensuring live chats were handled by the right support agents.
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Providing web forms for customers to easily raise cases.
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Implementing an automated routing model based on skills and queues.
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Defining escalation rules and SLA-driven case management for faster turnaround.
The lack of structured workflows led to delays in issue resolution, inconsistent service quality, and limited visibility into team performance metrics.
PSAG’s Approach: Tailored Salesforce Service Cloud Implementation
PSAG Technologies implemented a customized Salesforce Service Cloud solution to centralize TripaDeal’s customer support operations and streamline service management. The system combined automation, intelligent routing, and SLA-driven tracking to deliver efficient and consistent support experiences.
Key implementation highlights:
- Email-to-Case Setup: Integrated a robust Email-to-Case system that automatically converted incoming customer emails into cases, ensuring no query went unanswered.
- Live Chat Enablement: Enabled live chat functionality within Salesforce, directing inquiries to the most qualified support agents for faster response times.
- Web-to-Case Forms: Designed user-friendly web forms for customers to raise queries directly, increasing accessibility and reducing manual intervention.
- Automated Routing Model: Developed a skill- and queue-based routing model to automatically assign cases to the right agents, improving workload distribution.
- Omni-Channel Configuration: Implemented Omni-Channel routing to optimize agent availability and status tracking.
- SLA and Entitlement Management: Defined case entitlements and SLAs to ensure timely responses and adherence to service standards.
Impact of Salesforce Service Cloud Implementation
The implementation of Salesforce Service Cloud transformed TripaDeal’s customer support operations, enabling faster resolutions, improved visibility, and enhanced customer satisfaction.
Key impacts included:
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Faster Case Resolution: Automated case creation and routing reduced manual effort and response times significantly.
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Improved Agent Productivity: Agents could manage multiple communication channels within Salesforce, improving efficiency.
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Enhanced Customer Experience: Real-time tracking, live chat, and case visibility improved transparency and trust.
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SLA Compliance: Defined entitlements and escalations ensured consistent service delivery within agreed timelines.
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Data-Driven Insights: Dashboards provided valuable insights into case volumes, resolution rates, and team performance metrics.
Outcomes
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Improved customer experience and satisfaction through faster, personalized support.
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Better SLA adherence with structured escalation and response workflows.
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Increased productivity and efficiency across the support teams.
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Enhanced communication transparency and tracking across multiple support channels.
Why It Matters
This project demonstrates how Salesforce Service Cloud can empower businesses like TripaDeal to deliver exceptional customer experiences while scaling their operations efficiently.
By implementing automation, smart routing, and unified communication channels, PSAG Technologies helped TripaDeal transform its support ecosystem — ensuring customers receive timely, accurate, and consistent responses every time.
The result is a high-performing service environment where customer satisfaction and operational excellence go hand in hand.
