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

Why Feedback Is Your Business’s Superpower: Unlocking Growth with CSAT and NPS

Customer feedback isn’t just a nice-to-have—it’s a business growth strategy. Two key metrics help you harness the power of feedback: Customer Satisfaction (CSAT) and Net Promoter Score (NPS). CSAT measures how satisfied customers are with specific interactions, while NPS looks at long-term loyalty and brand perception. Together, they provide a 360-degree view of your customer experience.

But here’s the real secret: The most valuable feedback often comes from customers who’ve had problems. These are the people most likely to leave public complaints—or become your biggest advocates if you respond well. Capturing feedback right after a service interaction can help you resolve issues before they escalate and provide actionable insights to improve your product or service.

In this blog, I explore how to implement CSAT and NPS effectively, why service interactions are critical feedback points, and how feedback can inform product development and long-term strategy. Ready to learn how feedback can be your secret weapon? Read the full post.

Read More
Lucas Peterson Lucas Peterson

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

As AI and automation reshape customer success, small businesses now have access to powerful tools within the Salesforce ecosystem, leveling the playing field in customer engagement. The new Agentforce platform is a standout innovation, offering businesses an intuitive, code-free way to deploy intelligent agents across multiple channels. With Agentforce, small teams can manage customer inquiries at scale, provide personalized responses, and maintain high levels of customer satisfaction—all with ease and efficiency.

Read More
Lucas Peterson Lucas Peterson

Einstein Chatbots: Your 24/7 Service Assistant

In a world where customers expect instant responses, Salesforce's Einstein Chatbots offer a 24/7 solution for SMBs looking to elevate their customer service without stretching their resources. These AI-driven assistants are designed to handle common inquiries, troubleshoot basic issues, and qualify leads, allowing customer service teams to focus on high-value interactions. With Einstein Chatbots, businesses can stay responsive, increase efficiency, and improve customer satisfaction—all while keeping overhead low. Discover how this scalable, affordable tool can transform customer support for your business.

Read More
Lucas Peterson Lucas Peterson

Understanding the Omni-Channel PSR Lifecycle in Salesforce: A Complete Guide

The Omni-Channel PSR lifecycle in Salesforce is a critical framework that governs how work items are assigned, accepted, and completed by agents. By automating task routing based on agent availability, skills, and capacity, businesses can improve efficiency, reduce response times, and maintain high levels of customer satisfaction. In this blog post, we break down the key phases of the PSR lifecycle and offer tips for optimizing your Salesforce Omni-Channel setup to streamline your customer service operations.

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."