What is Salesforce Service Cloud?
Achieving excellent customer service is crucial. Yet, it isn't always easy. But with Service Cloud, this responsibility becomes 10x more efficient and straightforward. It enables users to connect with customers anytime and anywhere, streamlines workflows, automates service processes, and offers support applications for agents.
Setting up and maintaining Service Cloud isn't simple. As with everything in Salesforce, the learning curve can be steep.
If you want to save yourself from the headaches, Cloud Advisory offers expert technical and strategic knowledge to help with your customer service efforts. Whether you're looking for help setting it up or handling your existing software, we can provide an optimized solution to meet your company's unique needs.
Our Quick Start Package
- Project KickOff Call — Understand your company's goals and challenges, review objects and service stakeholders, plan a customized service process
- Discovery Workshop — 4 hr remote workshop, identify key business requirements, map out support and service processes, define key metrics and reports
- Account and Contact Set Up — Create fields on customer base, user set up and security model, data migration and management
- Service Cloud Console Set Up — Configure Service Cloud components, lists, buttons, branded home page, 6 custom reports and 1 dashboard
- Case Set Up — Customize cases, case management, assignment rules, escalation rules, email templates, activities, page layouts
- Training — Customized training presentation for your team