Understanding the Customer Service Tools and Supporting Resources

Objective

After completing this lesson, you will be able to explain the customer service tools and supporting resources used in SAP Service Cloud Version 2.

The Customer Service Tools and Supporting Resources

Three integrated circular boxes with the words, communication, service operations and integrated services in each box.

This lesson is designed to introduce you to various pivotal tools in three key areas - Communication, Service Operations, and Integrated Services.

In the Communication segment, we'll discuss how SAP Service Cloud Version 2 facilitates the incoming, processing, resolving, responding, closing and managing of customer cases across multiple channels such as Website and Online Forms, Phone, Email, Live Chat, and IoT.

In Service Operations, you will learn about effective tools for case routing, including Service Level Agreements, Categories, and Work Distribution. You'll also gain insights into how to utilize the Knowledge Base and analytics for better customer service.

Moving to Integrated Services, we will delve into how to extend the functionalities of SAP Service Cloud Version 2 by integrating with other applications like S/4HANA Service Order, Cloud Integration (CI), Mobile App, and SAP Analytics Cloud.

Lastly, we'll guide you through valuable resources such as the SAP Help Portal and others for further information and functionality understanding. All these features, taken together, will aid you in implementing a seamless and efficient customer service process using SAP Service Cloud Version 2.

Support Tools for the Customer Service Process

Incoming requests for service need recording and processing. In SAP Service Cloud Version 2, such recorded requests are referred to as cases. The supporting tools for receiving, recording, processing and managing cases breakout into three areas:​

  • Communication.
  • Service Operations.
  • Integrated Services.

Communication: Supporting Tools​

The service process starts with communication. For smooth and efficient engagement throughout the service process, it's important the customer be given a range of communication channels to choose from. Here is a list with brief descriptions of what is provided in Service Cloud Version 2:​

Communication; Website and online forms, phone, email, live chat, IOT.

Website and Online Forms

The website provides customers user-friendly access to information about your services with the option to request assistance and provide feedback via online forms.

Phone

Customers have a dedicated phone line to speak with a representative to ask questions, make appointments, or seek assistance. In addition, with integration with a CTI (computer telephony interface), representatives get the details of incoming calls before they answer them. For a call from an existing customer, this means the representative can already have reviewed their details before answering.​

Email

In SAP Service Cloud Version 2 you can offer a service email address for customers to contact the business. This channel enables written communication, allowing customers to provide detailed information if they wish.​​

Live Chat

You can implement a live chat feature on your website, enabling customers to engage in real-time conversations with customer support representatives. This provides quick responses and enhances customer satisfaction.

IOT

IOT (internet of things) is a supported communication channel. IoT refers to the network of physical objects that can communicate with your systems as they're embedded with sensors, software, and connectivity capabilities to collect and exchange data.​ For example, one of your products could have a wireless device that contacts your company for a service according to an internal monitoring device that your company set up, let's say an exercise bike once it clocks up a certain number of miles of usage.​​

Service Operations: Supporting Tools

SAP Service Cloud Version 2 provides service operations tools to help with: routing incoming communications and queries efficiently to the right places; providing ready reference for researching and communicating about products or services and related issues in response to these incoming communications and queries; analyzing and reporting on how well service is being provided to pinpoint areas for improvement as necessary.​

Service Operations; Service Level Agreements, Categories, Work Distribution, Knowledge Base

Service Level Agreements or SLAs​

These are prearranged agreements with customers for service within a set amount of time.​

Categories

SAP Service Cloud Version 2 allows you to classify and organize cases according to criteria you decide, for example technical support, billing inquiries and more.​

Work Distribution​

Work Distribution is a set of rules that you can apply to automatically route cases based on information on the case, such as the customer name, geographic region, service level agreement, category, status, or any other relevant information.​

Knowledge Base (KB)

You can integrate an external Knowledge Base with SAP Service Cloud Version 2. A knowledge base is a reference resource for your agents to readily search for information related to their cases and attach articles to their responses back to customers if needed.​

Integrated Services: Supporting Tools

Integrated Services; S/4 HANA Service Order, SAP Cloud Integration, Mobile, SAP Analytics Cloud, Analytics and Reporting.

These customer service process support tools for integrating information with other applications include:​

S/4HANA Service Order

Realtime Integration with SAP S/4HANA Cloud using Mash Up events to create a Service Order in SAP S/4HANA Cloud​​.

Cloud Integration (CI)

SAP S/4HANA with Cloud Integration (CI) including prebuilt adapters to integrate objects like​​:

  • Business partner and relationships.
  • Products and registered products.
  • Installation points.

Mobile

Access the application anywhere​​.

SAP Analytics Cloud (SAC)* is an integrated Software-as-a-Service (SaaS) solution designed to facilitate business intelligence (BI) which can be integrated with SAP service Cloud Version 2 and other SAP Applications. The main features and benefits include;

  • Data Analytics.
  • Predictive Analytics.
  • Embedded Analytics (Integration with other Solution).

*Additional Licenses are necessary.

Analytics and Reporting

Analytics and Reporting for Customer Service Process Monitoring and Improvement is embedded in SAP Service Cloud version 2. You can use the pre-built dashboards or create your own. More complex, enterprise level reporting can also be done by integrating SAP Service Cloud with SAP Analytics Cloud ->SAP Analytics Cloud | SAP Community

Supporting Resources

When it comes to finding information and resources related to SAP Service Cloud Version 2, there are several options available. Here are the most useful resources:​

SAP Help Portal

Source for Documentation and Guides.​

Built-In-Support

Source for Incidents and Community Access.

SAP Learning Videos

SAP Micro Learning Videos are short, targeted online tutorials designed to teach users about specific aspects of SAP products, software, and technology.

SAP Help Portal

With SAP Help Portal for SAP Service Cloud Version 2, the administrator gets a comprehensive information resource for the system implementation and usage. The portal has guides and documentation for:​

  • Features.
  • Set-up.
  • Integration.
  • Releases (What's New).

Note

Access the SAP Service Cloud Version 2 SAP Help Portal here.

Built-In Support

With the activation of the Built-In-Support from the headset icon on their user menu, for example, users can create and track incidents. The search field allows for keyword searches and free text input.​ Documentation can also be accessed in Built-in-Support, as it can in the SAP Help Portal for Service Cloud. You can access learning content from Built-in-support too.​

Built-in support screen, showing sign-in credentials.

Note

An S-user is a prerequisite to be able to use the features of the Built-in-Support.

SAP Learning Videos

SAP Videos is the destination for short, topic-specific videos on SAP Service Cloud and many other SAP products. These videos are SAP-curated and free to access. You can search for videos by topic or browse the playlists to learn more about broader topics.

Note

Access SAP videos here

Lesson Summary

That concludes this lesson where we explored the three key aspects of the customer service process in SAP Service Cloud Version 2: Communication, Service Operations, and Integrated Services.

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