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Small Business Customer Service Software | Salesforce AP

Small Business Service

Keep customers happy with a service solution that connects you with your customers. No matter where or when they need help.

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Service for Small Business Pricing

Find the right solution for your business needs.

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Starter Suite

The smart CRM suite with sales, service, marketing plus commerce and built-in AI.
$ 25
USD/User/Month
(Starting price. Transaction fees apply. Billed monthly or annually.)
  • Lead, Account, Contact and Opportunity Management
  • Email to Case Management
  • Dynamic Email Marketing, Forms, and Analytics
  • Secure payment links and e-commerce storefront

Pro Suite

The flexible CRM suite with more automation and customisation across sales, service, marketing, and commerce.
$ 100
USD/User/Month
(Starting price. Transaction fees apply. Billed annually. Contract required.)
  • Everything in Starter plus Enhanced, Real-Time Chat
  • Sales Quoting and Forecasting
  • Greater Customisation, Automation+ Access to AppExchange
  • Premier Support (add-on)

Service Enterprise

The CRM for service with built-in AI.
$ 175
USD/User/Month
(Billed annually)
  • AI for Customer Service
  • Self-Service Help Centre
  • Workflow Automation

Service Unlimited

The CRM for service with chat and 24/7 support.
$ 350
USD/User/Month
(Billed annually)
  • 24/7/365 support
  • AI-Powered Chatbots
  • Chat

Service solutions will help you scale.

Keep customers loyal and happy by delivering smarter service from in-office to the field.

Reduce costs.

Self-Service

Help customers help themselves. Easily embed knowledge articles and give customers access to important data through a branded Help Centre.

Artificial Intelligence

Give customers real-time answers to deflect cases and cut costs. Personalise content with the most relevant articles and enable chatbots to handle common FAQs.

Chatbots

Resolve issues faster with intelligent chatbots. Automate routine requests, guide customers through next steps or route them to the right agent.

Drive service efficiency.

Intelligent Workflows

Serve up the right case to the right person at the right time with actionable insights and recommendations driven by AI.

Automation

Empower your teams and power up your workflows with easy access to critical data no matter where the data resides, even if it lives in other systems.

Single view of your customer

See every customer interaction in a chronological timeline, regardless of channel. Build a 360-degree view of every customer.

Power efficient field operations.

Scheduling and Dispatching

Minimise operating costs by ensuring that the right resources with the right skills and the right tools are on the best routes.

Mobile Worker Excellence

Increase productivity and ensure service consistency by connecting your front-line workforce to the right data and tools on the field.

Real-Time Assistance

Improve first-time fix rates by resolving issues from anywhere with live video. Connect customers and your front-line workforce with experts using augmented reality and interactive guidance.

Deliver service customers come back for with Starter Suite.

Resolve cases faster and help customers move forwardwith built-in AI to help you respond quickly, stay organised, and never miss a follow-up.

Salesforce embodies that white-glove, hand-holding approach and I think thats extremely important for any company thats trying to grow their business. Just having experts behind you, guiding you down those various paths, is invaluable.

Demetrios Barnes
Co-Founder & COO, SmartRent

Get the most out of your service solutions with thousands of partner apps and experts.

Achieve AI and business analytics goals with Salesforce CTOs

Trusted advisors with unmatched Salesforce experience and expertise, by your side.

Learn new skills with free, guided learning on Trailhead.

Hit the ground running with service for small business tips, tricks and best practices.

Article

Learn the top soft and hard skills every agent needs.

Report

Discover the latest insights from 8,000+ customer service agents and leaders worldwide.

Blog

See the 3 ways generative AI will reshape customer service.

Put turnkey AI to work for your business

Get Salesforce. Free.

Start fast with built-in AI and everything you need to get going at no cost.

Talk to an expert.

Not sure where to start? Well help you figure it out.

Watch a Starter Suite demo.

See exactly what youre getting before you commit.

Help Desk Software for Small Business FAQs

What is help desk software?

Help desk software powers the process and directs customers to where they need to go. It also allows help desk employees to methodically process and resolve service and support issues for internal or external customers through opening support tickets. It then routes and escalates those tickets as needed to help employees address customer concerns.

Salesforce offers a help desk software built for small businesses that allows you to provide answers faster and deliver smarter service across any channel with Service Cloud. With Salesforce, get smart about support by automating redundant tasks to increase agent productivity, so your teams can get back to doing what they do best helping customers. Unify your help desk with access to a 360-degree view of customer data across service, sales, and marketing. Provide your agents with a complete view of the customer so they can provide faster and more personalised support. Tailor your Service Cloud experience to meet the needs of your team. Configure your own workflows and customise consoles with the ease of drag and drop. Even connect with outside systems, such as Mailchimp, Dropbox, GetFeedback, and more. Access thousands of plug-and-play apps from the Salesforce AgentExchange.

How to choose a help desk software for a small business?

When choosing a help desk software for a small business, consider factors such as ease of use, ticket management capabilities, integration options, scalability and pricing. Look for a user-friendly solution that allows for efficient customer support, streamlined issue resolution and effective collaboration between team members. Service Cloud offers a comprehensive help desk software that enables small businesses to deliver exceptional customer service, manage support tickets and optimise their support operations.

How can Service Cloud help my business increase loyalty, retention and customer satisfaction?

When your customers have questions, your customer service team needs to be equipped to answer them quickly and easily. When your customer service is frictionless, customers are more likely to return to your product or service. Service Cloud gives agents the tools to deliver an outstanding customer experience, enabling them to work faster and more productively, which improves customer satisfaction and reduces costs. And with Service Cloud and Customer Communities, you can create a Self-Service community that allows customers to tap into the best information about your product, connect with peers or contact a support agent when needed.

How does Service Cloud increase agent productivity?

The Salesforce Console was designed with agent productivity in mind. With features such as email to case, skills-based routeing, macros and milestone tracking, Service Cloud gives agents the tools to quickly and efficiently respond to customers on any channel. Agents enjoy a streamlined, intuitive experience that gives them a 360-degree view of your customers, a comprehensive knowledge base and access to company experts. Its not just about your agents; your entire organisation can glean insights from a case history or help provide technical expertise that answers a common service question.

Insights about customer service issues can be shared and added to a knowledge base so that agents can help customers even faster. In addition to shortening case resolution time, this kind of connected service also makes agents happier. It all comes down to giving them the tools to do more for customers which in turn drives customer loyalty and referrals.

What is a self-service community and how can it help my business?

A Self-Service community is a customer portal that allows you to help customers help themselves. Delivering Self-Service means showcasing your knowledge base and offering case management to customers, so they can get answers to their questions any time, on any device, from community content or peers. This allows your agents to focus on solving the most complex issues. And you can even create an internal Self-Service community for your employees to collaborate around content and business processes.

With Service Cloud and Community Cloud, you can deliver a Self-Service community or customer portal that is an extension of your brand, while enabling agents to jump on the case when needed, so no question goes unanswered. Extend your support via a fully branded experience where customers and employees can tap into articles and discussions and ask questions of other community members or agents with Service Cloud and Community Cloud.

What reports and dashboards are available in Service Cloud?

With Salesforces customisable reports and dashboards, you can monitor your service metrics and track key performance indicators that are important to your business, whether its the customer satisfaction score or average handle time. Dashboards provide high-level visibility at a glance and customisable reports let you drill down for detailed information on the performance of your customer engagement centre, call centre or help desk. Creating your own reports and dashboards is really easy; theres no need to wait for overloaded IT resources.

What field service or mobile workforce solutions does Service Cloud provide?

Field Service is our Field Service management solution built on Service Cloud that provides your business with the essential tools to deliver a faster, smarter and connected customer experience from the contact centre to the field. Field Service Lightning lets your business create and track work orders, manage assets, schedule work intelligently, view and manage jobs in real time and access and update information from any mobile device. With Field Service Lightning, you can transform the connected customer experience and equip your agents, dispatchers and mobile employees with the tools they need to deliver powerful customer service any time and anywhere.


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