Service Process Optimization

Do you have customer service reps losing critical time hunting for client information, negatively impacting your customers' experience? We can help you streamline your entire customer service process on the Salesforce platform and integrate it with the rest of your business..



Timeframe: 4-8 weeks  -  Cost: $8,000

Want to get started on, or fix, Salesforce as quickly and inexpensively as possible?

Implement one key business process, such as software sales or private equity fundraising, quickly and inexpensively.

  • Key Business Objectives - Ensure Salesforce delivers real impact to your business by starting with key business objectives
  • Business Process - Whether it's software sales, private equity fundraising or something else, we start by understanding your process
  • Contact Management - Accounts, Contacts and Activities - Configure your "rolodex" by customizing fields so you can know your customers intimately and capture key details from calls, meetings and emails across your team.
  • Service Process - Configure Cases in Salesforce to track customer service issues, or tickets. Configure case assignment rules, email-to-case and web-to-case functionality, escalation rules, service contracts and entitlements.
  • Email Integration - Integrate Outlook/Gmail to easily add contacts, emails and call notes and sync calendar invites right from inbox
  • Automation - Leverage the power of Salesforce by automating workflow to save your team time and ensure critical information is captured at the right time.
  • Reporting - Build up to one Dashboard from five Reports to gain visibility into your business, accessible online and mobile, 24/7
  • Data Migration - Provide a clean Excel or CSV file with your Accounts and Contacts and have it imported into Salesforce
  • Training - Take two-hours of training to help your team hit the ground running in one of two formats:
    • Train the Trainer - Training for your Salesforce Administrator, who will then train your team
    • End User Training - Training delivered directly to your end users

*Data Migration - Data migration requirements can vary widely. This package offers import of clean data into Salesforce only. For assistance cleaning data, merging duplicates or preventing duplicates in the future, additional time and cost is required.