Service Cloud Quick Start Package

$2,950 Completion Timeline:
Approximately 4 Weeks

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

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Project Kickoff and Strategy Sessions

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

Account and Contact Setup

  • We’ll configure and create fields on accounts and contacts — your customer base.

Service Cloud Console Setup

  • We’ll configure the Service Cloud Console including all components, lists, buttons or quick action links necessary.

Case Setup

  • We’ll customize Cases, including list views, queues, custom fields, and page layouts for your customer service department to manage inbound tickets.

Spreadsheet Import

  • We’ll reformat and import a spreadsheet of up to 1,000 rows of data, including contacts, activities, and order history.

Salesforce Training

  • We’ll perform a custom, one-hour webinar training session of your Salesforce application.