Blog

The Loyalty Lab Blog

Your trusted guide to Salesforce Service Cloud, a tool that allows small businesses and nonprofits to drive exceptional customer experiences while reducing their cost to serve.

Unlock the potential of customer service, experience, and business growth through actionable strategies, step-by-step guides, and insightful comparisons of industry-leading CRMs. Discover practical solutions to enhance CRM adoption, uncover trends in customer loyalty, and transform your Salesforce environment into a powerhouse of efficiency and engagement.

Featured Articles

The Loyalty Advantage: Why Exceptional Service is Your Most Powerful Growth Engine

5 Quick Wins for Reducing Customer Support Costs with Salesforce Service Cloud

The Future of Customer Success: How AI and Agentforce Are Transforming Small Business

Latest Posts

Lucas Peterson Lucas Peterson

Data Import Wizard vs. Dataloader.io vs. Salesforce Data Loader: Which One Should You Use?

🚨 Bad data is killing your CRM. 🚨

AI is only as smart as the data you feed it—so if your Salesforce org is full of duplicates, outdated contacts, and missing fields, your AI-powered insights won’t be worth much.

The first step to clean, reliable data? Using the right import tool:
Data Import Wizard → Small, admin-friendly imports
Dataloader.io → Cloud-based automation
Salesforce Data Loader → Large, complex jobs

But importing data is just the beginning—I’m also sharing my top strategies for keeping your CRM clean, accurate, and AI-ready.

Read More
Lucas Peterson Lucas Peterson

The Big 3 Contact Center Metrics: Handle Time, Speed to Answer, and First Contact Resolution—And How to Actually Use Them

Are you tracking the right metrics in your contact center?

Handle Time, Speed to Answer, and First Contact Resolution (FCR) are the Big 3 that can make or break your customer service operation. But too often, businesses focus on the numbers instead of what they actually mean.

AHT should measure efficiency—not push agents to rush through calls.
Speed to Answer is important, but not if customers still leave frustrated.
FCR is the gold standard—solving issues on the first try saves time and money.

In this post, I break down these key metrics, explain how to track them in Salesforce Service Cloud, and—most importantly—how to use them to improve efficiency without sacrificing customer experience.

Read More

Scale your Customer Service

Whether you're already operating on Service Cloud or just starting the implementation process, I can help you identify opportunities to streamline and automate your business processes. With my Service Cloud Quick-Start Program, we can get your system up and running in just 30 days, allowing you to quickly scale your customer service operations. Together, we’ll optimize workflows, enhance efficiency, and boost customer satisfaction."