Project Kickoff and Business Process Reviews
- At the project kickoff, we will discuss your finalized objectives for Salesforce, along with creating a customization plan for your sales process.
Account Setup
- We will configure and create fields on accounts to effectively manage your customer base.
Service Cloud Console Setup
- Our team will configure the Service Cloud Console, incorporating all necessary components, lists, buttons, or quick action links.
Case Setup
- To streamline your customer service department's operations, we'll customize Cases, including list views, queues, custom fields, and page layouts to efficiently manage inbound tickets.
Salesforce Training
- To ensure a smooth transition, we offer a custom one-hour webinar training session focused on your specific Salesforce application.
