Service Cloud Quickstart

Maximize productivity and minimize wait time with an accelerated Service Cloud implementation.

Our Service Cloud Quickstart package is a comprehensive service solution designed to help businesses quickly adopt Salesforce Service Cloud and maximize its potential.

This package is ideal for businesses looking to quickly modernize their tech stack and utilize industry best practices to drive digital transformation as fast as possible. Our goal is to boost your business efficiency, streamline service operations, and increase productivity so you can provide the best customer experience possible.

Service Cloud Quickstart

Key Benefits:

Quick deployment to get you up and running on Salesforce as fast as possible
Customizable, high-quality setup
Expert guidance on industry best practices
Training sessions to drive user adoption
Fixed budget with clearly defined scope and deliverables

Consultation & Discovery

Gather project requirements and business goals
Discuss roadmap to success

Salesforce Configurations

Accounts, Contacts, & Cases
Baseline configurations
User & object/field setup
Branded user interface
Custom fields
Email sync
Email templates
Reports & Dashboards

Data Import

Data migration (max 200,000 records) for Accounts and Contacts

Resources

Access to Senior Business Analyst, Project Manager, Solutions Architect, Salesforce Developer & Consultant
2 hours of user training

BASIC
$6,000 2 weeks
- Requirements workshop
- Accounts, Contacts, & Cases
- Baseline configurations
- User & object/field setup
- Branded user interface
- Custom fields
- Email sync
- Configure email templates
- Reports & Dashboards
- Data migration for Accounts & Contacts (max 200,000 records)
- 2 hours of user training
STANDARD
$15,000 4 weeks
All Basic plan features plus
- Custom objects & relationships
- Record types
- Data validation rules
- Custom workflows & approvals
- Configure Contracts, Entitlements, & Milestones
- Web to Case setup
- Service console customization
- Additional Reports & Dashboards
PREMIUM
$40,000 8 weeks
All Basic & Standard plan features plus
- Complex custom development using Lightning and/or Apex components
- Omnichannel implementation
- Knowledge base setup
- Computer Telephony Integration (CTI)
- Basic customer portal for case management (requires Experience Cloud licensing)
- Integrations with custom APIs, batch large data volumes
- Advanced process automation & data migration

Service Cloud Quickstart

Service Cloud Quickstart

Key Benefits:

All Basic plan features plus

All Basic & Standard plan features plus