Contact Center Modernization with Apexon, Powered by Salesforce

FACT SHEET

The Future of Customer Service

Contact Center Modernization with Apexon, Powered by Salesforce

Reimagining Contact Centers for the Human-AI Era

As customer expectations for seamless, personalized, and omnichannel experiences continue to rise, contact centers must evolve. Salesforce Service Cloud meets this need by enabling engagement across any channel, on the customer’s terms. Now, with the emergence of autonomous AI agents powered by Agentforce, the contact center is undergoing a deeper transformation—one that enhances agent productivity and delivers significant operational efficiencies.

At Apexon, our deep expertise across the Salesforce ecosystem enables us to help organizations reimagine their contact centers—not as cost centers, but as strategic growth engines. 

WHY AGENTFORCE

The APEXON DIFFERENCE

Apexon is your trusted Salesforce consulting partner, combining deep domain expertise with outcome-driven execution to future-proof contact centers in the AI era.
Industry-first approach

Our blend of domain specialists and certified Salesforce experts craft industry-specific solutions for precise outcomes

Agent Productivity Centric UX Design

Our UX and Salesforce expertise streamline operations, augmenting agents for maximum productivity and CX

Expertise in Advanced Data & AI Strategies

We build unified 360° customer profiles for human and AI agents using our proven data and AI expertise

Tailored Alignment to Maturity Level

We align modernization programs to your current capabilities and future vision

Highly Customized Strategic Roadmap & Blueprinting

We architect purpose-built strategies, connecting business goals with CRM, omnichannel, and AI

OCM Experts Driving Lasting Transformation

Our deep expertise in OCM and User Adoption strategies are crucial for large-scale transformations, ensuring continuous value and ROI

About apexon

Backed by Goldman Sachs & Everstone Capital

Serving 25 of Fortune 500, 10 of  BCG50 Innovative Companies​

Global Delivery Model with emphasis on “Right-shoring”

Delivery Centers in US, Mexico, UK & India

TRANSFORMING CUSTOMER SERVICE

Building a modern contact center requires more than technology—it demands a strategic blend of intelligent systems and integrated processes. Apexon’s solution is anchored in five key pillars designed to elevate both customer and agent experience:
Five Key Pillars
1
Single System of Engagement

Salesforce Service Cloud unifies customer interactions on a single platform, streamlining workflows and boosting agent efficiency

2
Unified Customer 360° View

Powered by Salesforce Data Cloud, siloed enterprise customer data is unified into a comprehensive 360° view, delivering real-time, actionable insights within the flow of work

3
AI-Powered Productivity Tools

Equip agents with intelligent routing, case classification, and response recommendations—natively integrated within the Salesforce Service Cloud console

4
Omnichannel Engagement & Seamless Self-Service

Salesforce Service Cloud provides robust omnichannel support, unifying self-service, voice (e.g., Amazon Connect), and real-time messaging (chat, SMS, WhatsApp)

5
AI Powered Self-Curating Knowledge Base

Dynamically curate new contents at real time from case summaries and resolution notes to drive faster case resolutions and to enhance self-service experience

HOW WE DELIVER

Through strong partnership, our engagement approach delivers a holistic contact center transformation, integrating strategy, UX, processes, unified data, and analytics for lasting success –

01

Blueprinting Understanding, Strategy and Design

  • Design Optimized Customer Service Processes
  • Architect Agentic AI-First Customer Engagement Strategies
  • Design Call Deflection & Self-Service Strategies
  • Formulate Productivity Enhancements for Human Agents
  • Develop Implementation Roadmaps
  • Craft OCM & User Adoption Strategies
02

MVP Implementation Agile Delivery, Early Wins, and Iterations

  • Configure Basic Service Cloud Agent Workspace
  • Setup Unified Knowledge Base
  • Enable Voice and other Engagement Channels
  • Deploy Initial AI Service Agent
  • Ingest Essential Customer 360 Data Streams
  • Launch Foundational Self-service Portal
03

Future Enhancements Optimization, Expansion, and Continuous Improvements

  • Complex Actions with AI Agents
  • Additional Data Streams towards Unified C360
  • Advanced Service Cloud & Self-Service
  • Field Service & Preventative Maintenance
  • Actionable Contact Center Analytics
  • Workforce Management Capabilities

SUCCESS STORIES

MODERNIZING CONTACT CENTERS AT SCALE

Business Impacts
Porter
Apexon partnered with Porter, a healthcare concierge provider to modernize their omnichannel, AI-powered contact center through strategic blueprinting and MVP implementation
  • 30% increase in operational efficiency
  • 15% reduction in OpEx
  • 25% increase in CSAT

ProPharma Group
ProPharma Group engaged Apexon to implement an omnichannel Contact Center Solution for Patient Support Services. This enabled seamless patients access to complex care programs through guided enrollment and personalized engagement
  • 45% increase in Treatment Adherence
  • 30% reduction in mid-therapy patient drop-off
  • 25% reduction in repetitive human intensive tasks

Knipper Health
Apexon’s UX experts partnered with Knipper Health (pharma logistics) to optimize contact center agent experience for PAP patient onboarding. Our study, using observations and time capture, identified agent workflow inefficiencies, establishing benchmarks for improved agent experience
  • Mitigated process inefficiencies and bottlenecks
  • Reduced SLA breaches in contact center
  • Reduced human-intensive touchpoints with AI and automations

kickstart Your Contact Center Modernization

Our complimentary one-day workshop helps define a clear path, aligning your aspirations and current state with key stakeholders.