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
Why Self-Service is a Win-Win
Customers want help—on their own terms. Let's give it to them.
In 2025, self-service isn't just a convenience; it's an expectation. Discover how modern portals equipped with intelligent search, chatbots, and personalized content are revolutionizing customer support.
Learn how to implement these features and measure their impact to enhance customer satisfaction and reduce support costs.
How to Create Reports and Dashboards in Salesforce (Without Running Into Common Pitfalls)
Salesforce reports and dashboards are powerful tools for visualizing and sharing your business data—but creating them isn’t always as simple as dragging and dropping. Whether you're a new admin or a business user looking to make data-driven decisions, understanding how to build reports and dashboards (and avoid some common mistakes) is key.
The 5 KPIs That Will Transform Your Customer Support Strategy
What you measure is what you improve. Are you tracking the right things?
These 5 KPIs can help your service team move faster, serve better, and stay focused.
Plus: how to build a no-code dashboard in Salesforce to track it all.
Elevating Every Touchpoint with Service Cloud and Experience Cloud
Customers don’t remember tickets—they remember experiences. Every service touchpoint is a chance to either lose trust or earn loyalty. Learn how Service Cloud and Experience Cloud help build unforgettable service experiences that drive retention and growth.
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."