Check Out Service Cloud Quick Start

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

This Quick Start is designed to accelerate the initial setup and configuration of Salesforce Sales Cloud, enabling you to start using the platform efficiently in a shorter time frame to deliver the excellent support your customer expect

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

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

COST

CAD – $5000 + HST = $5650

TIMELINE

2-3 Weeks from project start