You need to get to the future, ahead of your customers, and be ready to greet them when they arrive.
Founder & CEO, Salesforce
PRODUCES MORE THAN A
INTERNALLY AT WILCO SOURCE WE USE SERVICE CLOUD TO MANAGE OUR RCM (REVENUE CYCLE MANAGEMENT) DIVISION.
A QuickStart Implementation Package is a 4 week engagement that is tailored for small businesses looking to optimize business performance from Sales Cloud out-of-the-box features.
Our certified consultants will work with you to understand your business, review how Sales Cloud adds value to your business and configure Sales Cloud to fit to your sales processes
For clients who are new to Sales Cloud and who need to quickly get started using core capabilities of Sales Cloud.
To customize Salesforce for successful adoption and to achieve faster ROI
- We understand that adopting a new application doesn't happen over night.
- For all our quickstart implementations, we offer 2 week post go-live support at no cost so that you can request minor tweaks to your implementation and resolve your go-live issues while you get used to the new application.
- To make the adoption easier for your users, we create user guide with screenshots of how to navigate and use the application.
- We also provide virtual training sessions to guide your customer support teams to success.
- We will cover how to use the application for day-day customer support activities and how Salesforce helps your team to be productive and successful.
- The configurations will be tested for different use cases.
- After successful QA, configurations in sandbox will be moved to the production environment through changesets.
- Post deployment, configurations will be validated in the production environment to keep the application ready for users.
- At multiple points in implementation, we provide demos of configuration for your review and feedback.
- During the demo, we will also emphasize how the application can be used by different user roles.
- Based on the feedback received, configurations are adjusted.
- Based on the requirements, our consultants will configure Service Cloud to get you faster results.
- We ensure that the UI is optimized to provide best experiences for your users to increase adoption & ROI.
- Configuration includes changes to Home page, Accounts & Contacts, Cases, Email Notifications and Activities along with the creation of reports & dashboards.
- Our certified consultants will facilitate requirements gathering sessions to learn about your business and support processes.
- Through an iterative approach, we'll capture requirements around how you want to customize Service Cloud.
- In this phase, we will also capture metrics that measure your business so that we can configure the right reports and dashboards to track your success.
Service Cloud Implementation
- Discovery and Design workshops
- Requirements document
- Design document
- Case Management(1 to 2 for each)
- List Views
- Case Creation
- Case Record Types
- Case Assignment
- Case Queues
- Email to Case
- Web to Case
- Omnichannel Setup
- Email Alerts
- Escalation Rules
- Service Level
- Agreements (SLAs) and
- Service Console Customizations
- Utility Bar
- Kanban Design
- Quick Action Links
- Files and Enhanced
- Notes Setup
- Automations (up to 2 for each)
- Reports & Dashboards
- 12 Reports and 2 Dashboards
- Average Time to Close a Case
- Total Open Cases Volume per Agent
- Cases per Channel
- Cases Aging Reports
- Service Team Performance
- Trends in Operation
- Data Migration (Legacy Data Import <1000 records)
- Two Hour User Training Sessions
- 2 Week Go-Live support
Extending your Quickstart with Add-ons
- Self-Service on the Web
- Create community
- Branding & personalization
- Adding channels & zones
- Setup knowledge base
- Create articles
- Create articles types and data category groups
- Articles Management
- Assigning articles to cases
- Create and view knowledge sidebar in help desk
- Social Customer Service
- Enable social customer service
- Enable social post approvals
- Create the social action interface
- Manage social posts
- Manage social personas
- Live Chat with Customers on the Web
- Enable Live Agent
- Create Chat Deployments and Chat Buttons
- Create Automated Chat invitations
- Add Live Agent in the Help Desk
- CTI Integration
- Survey Integration
- Outlook/Gmail Integration
- Chatter for service settings
- Knowledge base training
Ready to captivate your customers?