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.