Salesforce Contact Center Service Cloud Salesforce Implementation Solution - gettectonic.com
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Salesforce Contact Center Service Cloud Salesforce Implementation Solution

Improving Customer Service With Salesforce Contact Center Service Cloud Salesforce Implementation Solutions

Salesforce Contact Center Service Cloud High-Level Implementation Services Proposal

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Salesforce Service Cloud

  • Accounts & Contact Management, including Contact Deduplication and Matching Rules
  • Case Management & Case Assignment Rules (2)
  • Email-to-Case (1  Email)
  • Web-to-Case (1 Web Form)
  • Email Templates and Auto Response Setup
  • 3 Automations (medium complexity)
  • Standard Reports and Dashboards (1 Dashboard / 5 Reports)
  • End User Account Setup and Configuration
  • User Management & Security
  • Setup User Roles, Profiles and Permissions
  • Data Migration of Accounts, Contacts and Active Cases
  • Client responsible for Data Cleansing and Transformation

Training and Documentation

  • End User Training: Five (5) Hours available between IT & Business
  • Training Material: PowerPoint and Video Recordings
  • Business Requirements Document (BRD)

Add-Ons (High-Level Options)

  • Knowledge 
  • Experience Cloud / Landing Pages 
  • Digital Engagement
  • CIT Integration (Fees based on scope)
  • Omni Studio & Escalation Rules (Fees based on scope)

Timeline Highlights

Weeks 1 – 2 

  • Kickoff 
  • Discovery Sessions 
  • Define Data Model
  • Design Review

Weeks 2 – 6   

  • Set up Accounts, Contacts and Case Management
  • Email to Case and Web to Case
  • Email Templates and Auto Response
  • Set-up CSR / User Management Security
  • Migration of Accounts, Contacts and Cases

Weeks 7 – 8   

  • Training
  • User Acceptance Testing (UAT)
  • Modifications / Tweaks

Weeks 8 & 9   

  • Production Deployment/Soft Launch
  • Support

7-9 Weeks

Salesforce Contact Center Service Cloud Salesforce Implementation Solution

 
 

Salesforce Contact Center Service Cloud Salesforce Implementation Solution

Ready for a Salesforce Contact Center Service Cloud Salesforce Implementation Solution?

Explore the possibilities of Salesforce Contact Center Salesforce Implementation Solution based on your company’s goals. Tectonic is ready to partner with you, offering support at every stage of your Salesforce journey. Reach out online to request more information or schedule a call – we look forward to discussing your needs!

Salesforce Contact Center Service Cloud Salesforce Implementation Solution

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