Salesforce Foundations Implementation

Service cloud enables you to support your customers efficiently through all communication channels – Email, Phone, Website and Social Media. Our foundations package is perfectly designed to get you up and running in a short time, and on a limited budget.

Scope of Project 40 hours – $5,500 + GST Fixed Fee

What You Get

1. Discovery Session

We will arrange time to gather your requirements and learn about your business and your processes. This will allow us to uncover and document what we need to capture and track in Salesforce and the key reporting metrics that you need to run your business.

2. Configuration

Once we understand your business we will configure Salesforce accordingly. The Foundations package includes.

  • Case Management
  • Case Submission Through Email
  • Case Routing & Assignment Rules
  • Case Alerts & Escalation
  • Email Templates
  • Automated Workflows & Validation Rules

3. Reports & Dashboards

Once the configuration is complete we will create up to 10 reports and 1 dashboard allowing you to view and track your business’s performance and key metrics in real time.

4. Training

We will create training documentation focused on your business processes and provide end user training on your Salesforce configuration.

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