Call center operations for a large personal injury law firm

Introduction
Mission
Client sought to enhance its call center efficiency by streamlining the process of assigning high-priority calls to agents. The goal was to replace the manual task of importing Intakes into Cisco and creating campaigns with a dynamic solution integrated directly into Salesforce. The solution needed to fit within the technical constraints of the Bucher&Suter middleware, which connects Salesforce with Cisco call center systems.
Solution
- Custom Visualforce Page Development: Built a Visualforce page integrated with Salesforce to dynamically query the highest-priority calls from the Intake object and provide call agents with a direct option to initiate calls through Cisco.
- Middleware Adaptation: Worked within the limitations of the Bucher&Suter middleware, which only supported Visualforce pages in its agent widgets, ensuring seamless compatibility with the existing system.
- Performance Optimization: Resolved delays caused by the Intake object’s complex automations and validation rules by creating a new custom object. This object tracked call statuses ("Allocated," "Call Attempted") without triggering the expensive automations tied to the Intake object.
- Dynamic Call Assignment: Implemented a system to mark Intakes as “Allocated” upon retrieval, ensuring that multiple agents could not access the same call simultaneously.
Results
- Significant time savings: Eliminated the need for manual imports into Cisco, enabling call agents to focus on outreach rather than administrative tasks.
- Faster call retrieval: Streamlined the process, ensuring agents could access high-priority calls without delays.
- Improved scalability: Created a solution robust enough to handle the fast-paced and dynamic nature of call center operations.
- Cost-effectiveness: Delivered an efficient workaround using existing technologies without requiring a major overhaul of the client’s automation infrastructure.
This project demonstrates how thoughtful engineering and creative problem-solving can overcome technical limitations, delivering measurable improvements in efficiency and operational performance for a busy call center.
Ready to transform your Litify experience?
Other case studies
Transform what’s possible with
Salesforce
Traction Rec
Litify
Salesforce
Unlock the full potential of your platforms and make the impossible a reality with ECHO Technology Solutions.
