Service Cloud Foundations Package
Implement the foundations for your Service Cloud journey in 40 hours.
Begin your Salesforce Service Cloud journey for a fixed fee of $5500
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.
Our foundation package includes:
During this session we’ll gather your requirements and learn about your business. We’ll also document what we need to capture and track in Salesforce and the key reporting metrics you need to run your business.
Once we understand your business we will configure Salesforce accordingly. The Foundations package includes.
– Case Management
– Case routing and assignment rules
– Email templates
– Case submission through email
– Case alerts and escalation
– Automated workflows and validation rules
– Case submission through your website
– Activities (tasks, events and email)
– Product and Service Setup
Reports and 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.
We will create training documentation focused on your business processes and provide end user training on your Salesforce instance.