Service Cloud Quickstart Package
Improve your customer service and support by automating service process and using AI-powered predictions and suggestions. Boost your efficiency and decrease costs
Completion Time
2 Weeks
Price
$5,000
Team
1 Consultant
1 Salesforce Devloper
1 Project Manager
1 QA Specialist
Description
Service Cloud is the ultimate platform for customer service and support, allowing you to save
time by automating service processes, streamlining workflows, and supporting agents with AI-powered predictions and recommendations.
Key Benifits
- Provide excellent customer care and increase your customer retention.
- Increase service agent efficiency and decrease support costs.
- Intelligently assign the best-suited agent to each inquiry.
- Prioritize cases correctly based on priority and the scope of the work.
- Seamlessly share service and support information across all departments.
- Stay on top of the latest trends and news in customer support.
What's Included
Assesment:
- Comprehensive solution design.
- Roll-out plan.
Configuration:
- Configure Leads: record types, up to 10 custom fields, validation rules, lead conversion mappings, layouts, up to 5 list views
- Configure Accounts: record types, up to 10 custom fields, validation rules, layouts, up to 5 list views
- Configure Contacts: record types, up to 10 custom fields, validation rules, layouts, up to 5 List views.
- Configure Cases: up to 5 support processes, record types, up to 10 custom fields, validation rules, layouts, up to 5 list views.
- Configure case contact roles, case team roles, and predefined teams
- Configure case queues, case assignment rules, auto-response rules, and case escalation rules
- Configure email template for cases-related communication.
- 5 Automated Workflows for improving business processes.
- Configure Up to three Dashboards to visualize different KPIs at different levels, including required source reports.
- Data import for Leads, Accounts, Contacts, Products with predefined CSV format.
- Configure the Salesforce Console for Service.
- Setup security (Profiles, Roles and Sharing Rules) and Service Cloud User License assignments
- Dedicated Point of Contact monitoring, supervision, and control.
Training Sessions
- One complimentary 90min remote training session.