Service Cloud Quick Start

Description

Salesforce Service Cloud streamlines customer service and support by automating processes and streamlining workflows, so that your team is equipped to provide the excellent support your customers deserve.

Benefits

A robust Salesforce solution tailored to your business needs in a short period of time
Enhance customer care and retention
Optimize agent productivity and lower support costs
Route inquiries to the correct agent with intelligence tools
Properly prioritize cases based on urgency and complexity
Easily share service and support information between departments

Package

Analysis:

Comprehensive solution design
Detailed implementation 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, Cases 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

One complimentary 90-minute remote training session.

Completion Time

2 weeks

About Pylons

Pylons Cloud Innovations is a Salesforce certified consulting partner based in the Louisville, KY, metro area. With years of collective experience working on the Salesforce platform, our goal is to enable our customers to succeed with Salesforce. From initial implementation through ongoing management and development, we help clients harness the power of Salesforce to drive better business results.