The SalesPath Salesforce Service Cloud QuickStart is for existing Salesforce customers who are using Contacts and Accounts but are not using Cases.
Service Cloud QuickStart Fee: $3,500
Key Benefits of the QuickStart
- Get up and running in a few short weeks – this is a fast-track deployment of core features
- Guidance and expertise on how to best leverage Salesforce to support your business processes and avoid costly mistakes
- Implementation of best practices around usability
- Customized end-user training with hands-on examples that drive adoption
Project Kick-Off Meeting. We identify your customer service objectives and key project milestones. Your SalesPath consultants review the standard Salesforce Service Cloud capabilities with your team to ensure that everyone is “on the same page” and share common terminology. We then discuss Best Practices for use of Service Cloud.
Discovery. Using a structured agenda, our consultants facilitate a requirement gathering session to quickly learn about your business. We determine what information needs to be tracked in Salesforce Cases and the processes necessary to capture customer interactions.
Configuration. Once we’ve learned about your vision and specific requirements, our consultants begin configuring Salesforce Service Cloud for you. We make sure that Salesforce is optimized to provide your users the best experience possible and make it easy for your users to enter and update records. We review changes with you through Prototype Review sessions. We then make additional changes as necessary based upon these reviews to ensure that your requirements are met. We include some report & dashboard customization for Case Analytics.
Training. SalesPath conducts an instructor-led 2-hour user training workshop on the use of Cases and Knowledge.
- Configuration of Salesforce Lightning Case, Account, Knowledge Article and Contact objects with up to 25 custom fields
- Configuration of the Salesforce Lightning Service Console
- Case Email Templates
- Create a single Case Process with up to 8 Steps
- Case Analytics (1 Dashboard and up to 6 Custom Reports)
- Configure Email-to-Case