Service Cloud Quick Start

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

Green Checkmark

Analysis:

  • Comprehensive solution design
  • Detailed implementation plan

 

Green Checkmark

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.

Industries:

Green Checkmark

Manufacturing

Green Checkmark

Logistics

Green Checkmark

Financial Services

Green Checkmark

Healthcare

Green Checkmark

Non-Profit

Knock out that project list.