Service Cloud

Is your business ready to revolutionize its customer service operations? Our Salesforce Quick Starts for Service Cloud Implementation is the ultimate solution to effectively set up and optimize your Service Cloud instance.

Tailored specifically for Service Cloud, our Quick Starts are designed to expedite the configuration process, ensuring that your customer service team can deliver exceptional support from day one.

Here's what our Service Cloud Quick Start includes:

1. Setup of Service Objects: We will configure and customize the fields within standard objects in Service Cloud. This includes: Cases, Accounts, Contacts and Leads. Each object will include up to 10 custom fields, record layouts, up to 5 list views and validation rules. This ensures that your Salesforce instance is aligned with your unique customer service workflows and captures all critical customer interaction details.

2. Importing Contacts and Data: We understand the importance of migrating your existing contacts and data into Salesforce accurately. Our consultants will assist your team with the initial data upload through a template defined by the above process. We will then also guide you through the process using the standard import wizard (or appropriate tool) for any future bulk uploads you may need to complete on your own.

3. Configure Email Templates, Macros and canned responses - We’ll help configure up to 10 templates. More importantly, we’ll empower you and show you how to create new ones as your responses evolve.

4. Configure Communication channels: Efficiently manage customer inquiries with setting up Web and Email based channels. Additional channels available upon upgrade.

5. Automation Rules for Service Processes: Enhance your team's efficiency by implementing automation templates for common service processes. We will help configure your Case Team Roles, Contact Roles, Case Queues, Case Assignment Rules, Escalation rules and Auto-Responders. These key features help streamline your service operations.

6. Reporting and Dashboards: Up to 3 Dashboards to visualize your data records for specific users or needs. We will also work to help replicate your existing key reports and highlight any new functionality. Benefits include: Data visibility, Real Time data, Forecasting and more.

7. Training: Having it set up and configured is simply not enough. Empowering your team to understand how to use it, how to create any necessary training videos and access to self learning modules is all included. Included are 3 x 60 minute remote training sessions specific for your organization.

From our initial kickoff meeting, we will start discovery to prepare the Solution Design for your approval. We will agree on key milestones, mutual deliverables and highlight our delivery process.