Salesforce Service Cloud

Quick Start Package

Overview

With Service Cloud Quick Start, our certified professionals will get to know your company and map your customer service and support requirements to Service Cloud functionalities, following Salesforce best practices. After we review your customer service and support requirements, we will create an implementation plan, which we review with you to ensure that all your requirements are account for.

Standard Package

All implementations include:

  • User configuration
  • Creating a custom branded home page
  • Setting up Salesforce activities- tasks, events, emails
  • Setting up and customizing accounts and contacts
  • Creating custom email templates
  • Designing custom reports
  • Configuring 2 custom dashboards – one for support staff and one for supervisors
  • Configuring case queues, case assignment rules, and case escalation rules
  • Setting up the service console in either the Lightning or Classic interface
  • Generating Web-to-Case code for your web developers
  • Implementing email-to-case functionality

Over the next four weeks after implementation, Synthesis Systems will provide:

  • Additional phone and email support
  • Minor tweaks to your implementation

Training & Knowledge Transfer 

  • Two one-hour, remote “train the trainer” sessions for system knowledge transfer and end-user training

Overview

With Service Cloud Quick Start, our certified professionals will get to know your company and map your customer service and support requirements to Service Cloud functionalities, following Salesforce best practices. After we review your customer service and support requirements, we will create an implementation plan, which we review with you to ensure that all your requirements are account for.

Advanced Package

Includes everything in the Standard Package and:

Additional Salesforce configurations include:

  • 2 custom workflow approvals
  • 24 custom fields
  • Gmail or Outlook integration
  • Knowledge 500 Articles configuration

Data Migration

  • Data import of 4 objects and 10,000 rows

Check out More Salesforce Quick Start Packages

Get in touch with us for more information on pricing and delivery models.