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

Service Cloud


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 will introduce our team to the client. Will setup a discovery call and understand what are the service needs that can be served with out-of-the-box functionality. Understand the assignment and escalation rules. milestones to setup etc.

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.

Salesforce Training

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

  • Case assignment rules
  • Case Escalation Rules
  • Email to Salesforce
  • Milestone setup
  • Page layouts
  • Lightning record pages
  • Case

Ready to get started? We can help.

Contact Us