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Salesforce Service Cloud Consulting and Optimization

Salesforce Service Cloud Consulting and Optimization

Our Salesforce certified consultants will set up a service console, web-to-ticket, escalation rules, phone system integration, chatbots, Knowledge and much more

Price will vary based on the scope of each project

Summit Technologies has a great deal of experience implementing all aspects of the Salesforce Service Cloud​. Our consulting team has relevant certifications in:

  • Salesforce Business Analyst

  • Service Cloud Consultant

  • Advanced Salesforce Administration

  • Platform App Builder

  • Platform Developer

Some of the services we offer:

  • Phone system integration

  • Case deflection using customer portals

  • Chatbot configuration

  • AI with Service GPT

  • Set up and Configure Service Console

  • Implement Web-to-Case

  • Automate Case Assignment

  • Set up Case Queues

  • Service Contracts and SLA's

  • Configure Case Escalation Rule

  • Entitlement Configuration

  • Salesforce Knowledge Implementation

  • Post-sales process management

  • Implement Assets and Contracts

What's Included

We also offer Managed Services for Service Cloud

Important Considerations

Related Success Stories

Migrated Northwoods from Microsoft Dynamics CRM ​to Salesforce Service Cloud CRM with a custom Lightning Community as a customer portal.

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