Ombudsman Cloud Care (OCC) for Salesforce

Ombudsman Cloud Care app is a complete case management solution designed to modernize outdated tools, such as a shared email account, paper call logs, Excel spreadsheets, and manual reporting to commands and their superiors. This app is perfect for ombudsman teams of all sizes, but especially those that support large commands with thousands of families and need a secure tool and streamlined process for effective collaboration.

Functionality: · Custom sailor object · Contact relationship lookup to sailor and account records · Resource organization records · Create and manage cases from anywhere (phone, table, or computer) · Save comments, send email, log calls, set to-do tasks linked to case records · Chatter feed to collaborate with co-ombudsman · Case and Contact layouts designed specifically for ombudsman · Preconfigured reports by case reason for monthly ombudsman registry requirement · Preconfigured email template to send case to command · Track and report on time spent · Highlight mandatory reportable cases · Pre-built reports and dashboards and analytics