Case Management, Simplified

Get a handle on complex workflows. Let HIKE2 help you design and implement the perfect Salesforce solution for your tracking and ticketing processes.

Partner With HIKE2 and Make the Most of Your Salesforce Investment

When you have complex workflows and many team touchpoints, an out-of-the-box solution just won't do.

That's where HIKE2's deep knowledge and decades of experience can help create your digital transformation roadmap and implementation plan.

Transform your tracking and ticketing processes with a Salesforce solution. Replace unwieldy emails and disparate systems with dashboards showing the status of every case your team is managing.

Answer questions like:

  • Who are your users and teams?
  • What processes should you start with?
  • Who goes first?
  • How will the project roll out?
  • What features and functionalities will be introduced and when?

Our expert solution architects and business analysts help you design the ultimate solution on the Salesforce platform.

businessman working on laptop computer

Level Up Your Case Management

Improved workflows
  • Easily customize workflows for internal teams, external clients & partners
  • Assign and track multiple team members, activities, dates, and case status
  • Replace unmanageable, endless email threads
  • Ditch multiple, unwieldy tracking spreadsheets
Fast, easy implementation
  • Maximize your in-house technology investment
  • Accomplish your organization's goals quickly
  • Painless implementation with manageable time investment
  • Surprisingly cost-effective
ROI in weeks, not months or years
  • Improve CSAT scores
  • Boost top line revenue as well as bottom line efficiency
  • Improve employee retention and satisfaction
  • Enjoy better, faster employee onboarding
Better decision-making
  • Know case status at a glance
  • Automate custom reports and dashboards
  • Integrate disparate systems that don't talk to each other
  • Improve team communication and collaboration
Custom, right-fit solutions
  • People-centered design approaches 
  • The right, most efficient processes for your team
  • Business logic and process workflow before technology
  • Readily configure solutions for your organization's exact needs

Key Case Management Features

With a Case Management solution from HIKE2 that's built on the Salesforce platform, you can:

Automate task assignments, email alerts and notifications

Customize and automate reports, dashboards, and workflows with clicks, not code

Automate workflows and eliminate manual processes

Consolidate multi-channel support including website, phone, social media, and email for a 360-degree view of the client

Still have questions?

What is case management software?

Case management solutions help customer service, technical service, operations, and legal teams manage service requests, warranty returns and credits, information and design requests, product and service feedback, costing analyses, matter management, and more.

If your team has any complex process involving several team touchpoints, a case management solution may be just what you're looking for.

Why Salesforce?

Salesforce offers flexible, scalable, right-fit solutions that improve communication, decision-making, collaboration, and service delivery at all levels.

Your organization can create a modern, 360-degree view of your customers — empowering your teams with the insight and information they need to delight customers every time, while maximizing the return on your Salesforce investment.

Why HIKE2?

HIKE2 brings a wealth of business acumen and experience to help you navigate your Salesforce journey. Whether you're just getting started or ready to take things to the next level, our team takes the time to understand not only your business processes but your people as well.

We believe the path to any organization's success lies in collaboration and synergy, so we connect with our clients individually to truly understand the best path forward.

Our nimble approach and agile workflow enables our clients to quickly and inexpensively develop go-to-market prototypes of new solutions and capabilities. Thanks to innovative designs, best-in-class Salesforce products, and multiple fast-paced iterations, our clients bring final solutions to market faster.

Talk to Our Experts

Interested in taking the next steps in your journey to creating exceptional customer experiences?

Let's talk about how we can help you implement service process automation. Fill out the form and let us know a good time to talk.

Use Case: Case Management

with Pardot Integration

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