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Keller Williams Streamlines Support for Five Business Units on Service Cloud Lightning

KW Commercial logo
KW Luxury logo
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The Challenge

  • Keller Williams was a customer for 7 years and had grown accustomed to the functionality limitations and relying on workarounds to get things done
  • Multiple groups using (5) separate instances of with multiple data loads pulling from various units
  • Excessive use of labels, filters, and macros to manage tracking and routing to groups

The Solution

  • Configero deployed single, unified instance of Service Cloud Lightning with advanced permission sets and security profiles to manage support groups, including: KW International, Legal, Security, Finance and KW Worldwide
  • Migrated select case data for all groups from orgs to align with consolidated Service Cloud groups/profiles
  • Rolled out Lightning Knowledge for help centers and Service Cloud Lightning Reports & Dashboards for more meaningful agent performance monitoring and coaching
Case Management Functionality in Service Cloud Console

Salesforce Knowledge

Service Cloud Lightning Reports & Dashboards


full-time agents


weeks to launch

Stay tuned for more Service Cloud success stories in the coming weeks...

Contact us today to learn how we can help you modernize your customer support operations in the meantime.


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