Workforce Management for Salesforce™

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The power of robust, flexible cloud-based Workforce Management designed for Salesforce solutions.

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Build Accurate Forecasts And Schedules For More Efficient Case Management And Faster Case Resolution.

Monet Workforce Management for Salesforce represents a significant step for helpdesks wishing to optimize their internal organization and scheduling processes, while dramatically increasing customer satisfaction, customer experience, and service levels.

Helpdesks using Salesforce must manage a substantial number of cases, so it’s critical to always have the right number of agents at the right time, engaged in the right task. However, even with accurate schedules in place, helpdesks usually operate in the dark with limited visibility into general activity, leaving managers uncertain whether adherence levels are being met and cases are being handled efficiently.

This is because most Workforce Management systems are integrated only to the ACD, not to the case management tool.

Monet Workforce Management for Salesforce fills this gap by integrating to the Salesforce case management system, so that helpdesks can create accurate forecasts and schedules.

And because it’s cloud-based and delivered as a service, helpdesks using Salesforce can access secure web-based applications at a competitive cost with no large upfront investment.

View the WFM for Salesforce Brochure


Omni-Channel & Case Load ForecastingCalendar icon.

Omni-Channel & Case Load Forecasting

Create and build accurate forecasts to calculate a precise plan for future caseloads, agent requirements, and average handle time for any time interval of the day, based on historical data from Salesforce, your case management system.

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Optimized Agent Scheduling

Monet’s advanced scheduling engine incorporates all forecasted casework, voice channels, and other activities to generate staffing schedules that optimize a wide range of factors, including agent availability, work rules, holidays, breaks, service levels, and center budgets.

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Real-Time AdherenceAccelerator icon.

Real-Time Adherence

Compare planned agent activity to actual activities throughout the day. Quickly review the current scheduled activity, the actual agent status, and the duration of that status. Agent adherence is also indicated in real time for focused management.

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Performance Analysis

Easily report and analyze all agent activities including their schedule adherence and key performance indicators. Managers can review service level results, handle times, and other key KPIs.

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Experience the power of robust, flexible cloud-based Workforce Management designed for Salesforce solutions.

Request a free demo and find out how you can boost your service levels, increase caseload efficiency and improve customer service.

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Already using Monet?

Download Monet Workforce Management for Salesforce from the AppExchange to start improving your service levels and reducing your operational costs.

Available on AppExchange

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Download Monet Workforce Management for Salesforce datasheet to learn how helpdesks can build accurate forecasts and optimal schedules by integrating to the Salesforce case management system.

View the WFM for Salesforce Brochure
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