Salesforce for Customer Support
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.
Scope of Project
How we do it ?
The following are the steps in our process
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.
Once we’ve understood your support needs, we will configure Salesforce accordingly. The Service cloud QuickStart package will include configuring the following components.
Once the configuration has been completed, we will create 10 reports and 1 dashboard that will help you track your performance, spot key trends of your operations and enable data driven decision making.
We will provide user training on the configured Salesforce environment and record them to guide your team to success. We’ll cover key concepts on how users will need to find, create and update information in Salesforce. Participants will have hands-on exercises to reinforce business processes and drive adoption.
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