Salesforce Service Cloud Quickstart Implementation

Get up & running in 40 hours

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.

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How We Do It?

The following are the steps in our process

STEP 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.

STEP 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)

STEP 3. Create Reports & Dashboards

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.

STEP 4. Deliver End User Training

We will create training documentation focused on your business processes using screenshots from your configured Salesforce instance. The documentation can be kept as a reference and be used to train new employees.

STEP 5. Deliver End User Training

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.

Let’s Talk About Your Project

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