Check Out Service Cloud Quick Start

Check Out Service Cloud Quick Start

Our Promise

Our Promise

LISTEN:
At Deligence, we believe success starts with listening. We will spend time with you upfront to understand your requirements, matching them with the desired business outcomes. The users voice is key to accelerate adoption.

HONESTY:
We pride ourselves in happy customers. We will thus be honest on what we can deliver with the Quick Start. We strive to find solutions that best fit your business need and will work with you to do so.

Quick Start – Purpose

Quick Start – Purpose

OUTCOMES:

  • Capture all Sales data in one place

  • Automate sales processes*

  • Increase rep productivity

  • Track sales opportunities

  • Make data driven decisions

  • Track performance with reports & dashboards

Deliverables

Deliverables

EMAIL INTEGRATION Leverage Salesforce native integration capabilities
for Gmail, Outlook or Salesforce INBOX* (*If Purchased)
USERS 10 Users 4 Roles and 3 Profile
CASES 1 Web To Case intake form, 1 Email to Case, 1 Email template, Case assignment and email auto response,
Milestone tracker *, 10 Custom fields, Configure page Layout
(* if included  in the Service Cloud Edition you purchased )
OPPORTUNITIES Create Opportunity Stages, 10 Custom Fields
Configure Page Layout
ACCOUNTS 10 Custom Fields Configure Page layout
REPORTS & DASHBOARDS 10 Custom Reports & 1 Custom Dashboard
WORKFLOWS*
(*if workflows are included in the Sales
Cloud Edition you purchase)
2 Custom Workflows
TRAINING 1 (4 Hours) Online hands-on training
session + User Manual