Brook Preloader

Service Cloud

Quickstart Package

Completion time

2 weeks

Price

$5,000

Team

1 Consultant

1 Project Manager

1 Salesforce Developer

1 Quality Assurance

Description

Service Cloud is the ultimate platform for customer service and support, allowing you to save time by automating service processes, streamlining workflows, and supporting agents with AI-powered predictions and recommendations.

Key Benefits

  • Provide excellent customer care and increase your customer retention.
  • Increase service agent efficiency and decrease support costs.
  • Intelligently assign the best-suited agent to each inquiry.
  • Prioritize cases correctly based on priority and the scope of the work.
  • Seamlessly share service and support information across all departments.
  • Stay on top of the latest trends and news in customer support.

What’s Included

Assessment:

  • Comprehensive solution design
  • Roll-out plan

Configuration:

  • Configure Leads: record types, up to 10 custom fields, validation rules, lead conversion mappings, layouts, up to 5 list views.
  • Configure Accounts: record types, up to 10 custom fields, validation rules, layouts, up to 5 list views.
  • Configure Contacts: record types, up to 10 custom fields, validation rules, layouts, up to 5 list views.
  • Configure Cases: up to 5 support processes, record types, up to 10 custom fields, validation rules, layouts, up to 5 list views.
  • Configure case contact roles, case team roles, and predefined teams.
  • Configure case queues, case assignment rules, auto-response rules, and case escalation rules.
  • Configure email template for cases-related communication.
  • 5 Automated Workflows for improving business processes.
  • Configure Up to three Dashboards to visualize different KPIs at different levels, including required source reports.
  • Data import for Leads, Accounts, Contacts, Cases with predefined CSV format.
  • Configure the Salesforce Console for Service.
  • Setup security (Profiles, Roles and Sharing Rules) and Service Cloud User License assignments.
  • Dedicated Point of Contact. monitoring, supervision, and control.

Training session

  • One complimentary 90min remote training session and “Ask SkyPlanner” weekly office hours up to 3 months after implementation. Training and support available in English, Spanish and Portuguese.

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