1 Project Manager
1 Salesforce Developer
1 Quality Assurance
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.
- 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.
- Comprehensive solution design
- Roll-out plan
- 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.
- 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.