Salesforce Service Cloud Quickstart Implementation

Salesforce For Customer Support

Get up & running in 40 hours

Service Cloud will enable you to support customers across the different channels – Email, Phone, Website and Social Media. The quickstart package is designed to get you up and running in a short time, and on a limited budget.

0Hours

Scope of Project

$0

Fixed Fee
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How We Do It?

1

Discovery Session

Our consultants will facilitate requirements gathering sessions to quickly learn about your customer support needs. We’ll uncover and document what information you’d like to capture and track in Salesforce, and finalize the key performance metrics that you will need to report on.

2

Configuration

Once we’ve understood your support needs, we will configure Salesforce accordingly. The Service cloud QuickStart package will include configuring the following components.

  • Case Management
  • Case Submission Through Email
  • Case Submission Through Website
  • Case Routing & Assignment Rules
  • Case Alerts & Escalation
  • Activities (Tasks, Events And Email)
  • Communication (2 Email Templates)
  • Automated Workflows (4 Nos) & Validation Rules (2 Nos)

3

Create Reports and Dashboards

Once the configuration is complete, we will create up to 10 reports and 1 dashboard that will help you track your performance, key metrics (KPIs), and operational trends to enable better decision making.

4

Deliver End User Training

We will provide user training on the configured Salesforce instance to drive adoption and guide your team to success. A video recording of the conducted training session will be shared for future use. Participants will have hands-on exercises to reinforce business processes and drive adoption.