Home > Quick Starts > Salesforce Scheduler

If you have got a Salesforce Scheduler to quickstart up and running, We've got a plan. Read the below sections to understand more.

Salesforce Scheduler


Timeline: 4 weeks

Key Benefits
  • Build a single, comprehensive view of each consumer to power 1-to-1 journeys
  • Market smarter with AI: power predictive recommendations
  • Integrate every touchpoint and experience with brand across different channels
Team Introduction and Discovery

We’ll review the project plan for implementation, introduce you to our team of experts and request access to your Salesforce org.

Salesforce Scheduler Setup

We’ll conduct two business process reviews to discuss and plan the configuration of scheduler. We’ll setup locations, hours, resources, teams and skills for internal scheduling.

Salesforce Training

We’ll perform a custom, one-hour webinar data import training session to train on importing leads, accounts and contacts in Salesforce.

Ready to get started? We can help.

Contact Us