Service-Cloud-Assist-New-SF-Customers


Service Cloud On-site Launch (Onsite or Remote)

This package is most valuable for :

Companies who want to work with experienced professionals to kick start the implementation of thier Salesforce.com org and start supporting customers and solving customer issues. Automate some of your support processes from the Step 1 to help your support agents to be more productive from the Step 6. In addition, keep consistent communication with your customers and prospects using email templates.

Includes the following :

  • Business Process Review/Discovery Session
  • Map user stories (requirements) to design kickstart of Salesforce.com Service Cloud
  • Configure Accounts and Contacts
  • Enable & Configure Service Console
  • Configure Case Management (including Web-to-Case form configuration for your website & Email-to-Case)
  • Configure Assets and Contracts Management
  • Setup Org Wide Defaults (OWD settings)
  • Setup 2 Workflows rules and actions
  • Create 5 Custom Reports
  • Standard Dashboard
  • Create and configure 1 custom object for functionality not available in standard Salesforce objects.
  • Setup Users and Roles with upto 2 custom Profiles
  • Data Import up to 5,000 records in total from single source .csv file each for Accounts, Contacts, Opportunities and Cases. Data imported in as-is manner.
  • 3 hours of End User Training and 2 hours of System Administrator Training

Out of Scope :

  • Data deduplication
  • Setup of Validation Rules
  • Workflow rules and actions of high complexity
  • Complex Reports
  • Custom Dashboards
  • Setup of custom Record types and Page layouts
  • Triggers and Complex Coding
  • Advanced System Administrator Training such as ‘how to use import wizard’
  • This package is NOT for customers who currently use Salesforce.com and are looking to optimize

Cost : $4,000.

Step 1 Business Process Review and Map user stories (requirements) to design kickstart of Salesforce.com.
Step 2 Configure standard objects – Accounts, Contacts, Cases, Assets and Contracts. Create and configure Custom object.
Step 3 Enable & Configure Service Console. Setup Org Wide Defaults, Users, Roles & standard/custom Profiles. Create letterhead, Email Templates and create Workflows rules and actions.
Step 4 Custom Reports, Standard Dashboard and Data Import. Review customization done with Client Project Manager.
Step 5 Quick fixes. End User and System Admin Training.

Tell us about yourself

Select the package that works best for your needs

Pro Edition Remote Launch
Sales Cloud On-site Launch
Service Cloud On-site Launch
Data Migration Launch from .CSV files
Pro Edition Remote Optimize
Remote/On-Site Optimize
Communities Remote Launch
Launch for Non-Profits
Salesforce.com Custom Development