Quick Start Package

$1,999 Completion Timeline:
Approximately 4 Weeks

Call (800) 951-7651 or email [email protected] for more information.

Project Kickoff and Business Process Reviews

  • We’ll discuss your finalized goals for, including a customization plan for your sales process.

User and Channel Setup

  • We’ll create your users, two groups, one inbound shared inbox, enable phone calls, live chat, and connect your Facebook and Twitter accounts

Routing and Automation

  • We’ll configure cases with up to five labels, three filters, four process automation rules and up to ten notifications.

Salesforce Integration

  • We’ll install and configure the connector so data is shared with your Salesforce users. Administrator Training

  • We’ll perform one hour of administrator training to show you and your power users how to configure and further customize