salesforce service cloud quickstart implementations
Discovery / Business Process Review
Configure up to 10 Users
Case Assignment and Queues
Email to Case and Web to Case Setup
8 Custom Reports and Dashboard Components
Custom Dashboard on Homee Page
4 Email Templates
2 Hours User Training
Optimize Lightning Page Layouts
Configure Accounts, Contacts and Cases
All Silver Features plus
12 Custom Reports and Dashboard Components
1 Custom User Profile
3 Data Validation Rules
3 Custom Process Builder Automations or Approval Processes
1 Custom Object and Relationship
Implement Assets to track client product and license purchases
Implement Contracts for Service Contracts or Warranties
2 Hours Admin Training
Free Salesforce Service Cloud
Go Live with Service Cloud in Two Weeks!
Whether you are new to Salesforce or you would like to add Service Cloud on to your existing Salesforce platform, our Salesforce QuickStart implementations are the best way to quickly get started with the Salesforce Service Cloud and start seeing a return on your Service Cloud investment.
Our certified professionals get to know your company and map your customer service and support requirements to Salesforce Service Cloud functionality, following Salesforce best practices.
What's included in our Salesforce Service Cloud QuickStart packages
After we review your customer service and support requirements, we create an implementation plan, which we review with you to ensure that we account for all of your requirements.
All QuickStart packages include:
Create a custom branded home page
Set up Salesforce activities- Tasks, Events, Email
Set up and customize Accounts and Contacts
Create custom email templates
Design custom reports
Configure 2 custom dashboards- one for support staff and one for supervisors
Configure Case Queues, Case Assignment Rules, Case Escalation Rules
Set up the Service console in either the Lightning or Classic interface
Generate the Web to Case code to give to your web developer
Implement email-to-case functionality
After everything is set up, tested and working correctly we then import data you have for accounts, contacts or cases (provided you are using Salesforce Enterprise Edition and the data is in CSV files).
Finally, we hand off your new Salesforce Service Cloud implementation to you with a two hour in-person or web based training session.
What happens after the Service Cloud QuickStart is completed?
After implementation, we recommend that you subscribe to our Salesforce Cloud Advisor program. This ensures that as your company grows and evolves, your Service Cloud implementation will too. We will handle administration, customization and configuration of the Salesforce Service Cloud so you can focus on growing your business!