Your service portal - live in 8-12 weeks
Your existing customers handle service cases, spare parts inquiries and machine issues themselves 24/7 – your team only solves the complex cases. The result: fewer telephone peaks, faster processing, more after-sales revenue.
You will receive this in approx. 8-12 weeks:
Less work for office staff: self-service for cases, tickets, RMA, spare parts inquiries.
Faster clarification: AI agent answers standard questions from manuals, FAQs & service knowledge.
More sales in inventory: visible machines & parts, targeted up-/cross-sell offers.
Better customer experience: one login, clear status updates, clean history per machine.
Could your customer service use more self-service?
Does this suit your situation?
- Our hotline is overloaded – how do we shift 30-50% of standard inquiries to self-service?
- How do we combine ERP (e.g. SAP), spare parts catalog and Salesforce in the portal in a meaningful way?
- How do we use existing documents (manuals, FAQs, maintenance plans) for an AI agent – safely & brand-compliant?
- How do we get live in 8-12 weeks, without a big bang project?
We bring structure and clarity to your installed base – and show you how service can be more efficient.
Our solution: Starter package customer portal with the Salesforce Experience Cloud
With the Salesforce Customer Portal starter package, we implement a preconfigured customer and service portal on Salesforce Experience Cloud. What do we do? We implement ticketing, knowledge search and a simple spare parts store, linking everything to your service and ERP processes, depending on the existing integration
What does the customer portal include?
A brand-enabled service customer portal on Salesforce Experience Cloud with integrated AI service agents.
Functions:
- Login & authorizations,
- Ticketing/Cases,
- Machine view, machine file,
- Documents,
- Knowledge database,
- Spare parts/service requests through to
- Orders (depending on ERP integration).
What are we doing?
- Blueprint for processes, roles & KPIs (SLAs, escalations, authorization logic)
- UX/UI & content structure (incl. multilingual navigation)
- Implementation in Salesforce (Experience Cloud, Service Cloud, Knowledge, optional CPQ/Commerce)
- KI-Agent (RAG): curates your service knowledge, manual PDFs & FAQs; answers in the portal & in the agent chat
- Integrations (e.g. SAP parts availability, prices, order status)
- Security, consent, branding – plus go-live
Your added value at a glance
Noticeable relief for office staff and shorter throughput times
Transparency of installed base & processes per machine/customer
Increased sales in after-sales through guided parts & service offers
Secure scaling: on your existing Salesforce platform
For whom is the offer particularly interesting?
The customer portal starter package is aimed at machine and plant manufacturers (≈ 400-5,000 employees) with a clear after-sales strategy and is particularly suitable if Salesforce is already in use (or planned) and a heterogeneous ERP/data stack is in place.
Typically benefit:
Service managers with responsibility for sales and contracts
After-sales sales through more efficient processing
Management with a view to strategic growth
- Product management, if digital services are to be marketed
How do we proceed in the project?
We usually plan with the following phases:
- Phase 1 – Blueprint (2 weeks)
Workshops, scoping, backlog, roadmap - Phase 2 – MVP Build (4-6 weeks)
Setup Experience Cloud, Service Cloud, Asset Management, Knowledge, ERP integration light - Phase 3 – Pilot & rollout (2-4 weeks)
Pilot with selected customers, feedback loop, AI agent - Optional extensions (from month 3+)
Spare parts orders, remote support, partner portal
Arrange a non-binding initial consultation now or request a workshop directly!
Why logicline?
Own products for faster solutions
Digital machine file, Service Decision Intelligence (SDI) and other modules are ready-made software with domain IP – no effort from zero, shorter time-to-value.
Industry depth for machinery manufacturers
Over 130 projects in service and aftermarket. Our team knows the processes before the first configuration begins.
Salesforce Platform, end-to-end
No system discontinuity, no integration project off track. Portals, spare parts stores, IoT, AI agents – all on one platform.
AI decision intelligence, product-ready
SDI combines machine data, CRM context and knowledge base into concrete recommendations for action. Not an experiment – a ready-to-use module.
Your pace, your order
The step model allows you to start where the need is greatest. Each level delivers immediate value and builds on the previous one.
Ready for the next step?
We will show you in 30 minutes what is possible for your company.
