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Service Cloud Quick Start Package


Completion Timeline:
Approximately 3 Weeks

Project Kick-off and Business Process Review

We’ll review the project plan for implementation, introduce you to our team of experts, and request access to your Salesforce org.

Account Setup

We'll configure and create fields on accounts - your customer base.

Service Cloud Console Setup

We’ll configure the Service Cloud Console including all components, lists, buttons or quick action links necessary.

Take A Closer Look At Our Work In Revenue Cloud

Case Setup

We’ll customize Cases, including list views, queues, custom fields, and page layouts for your customer service department to manage inbound tickets.

Data Migration

We’ll provide a "basic" import of Leads, Accounts and Contacts to Salesforce.

Salesforce Training

We’ll perform a custom, one-hour webinar data import training session to train on importing leads, accounts, and contacts in Salesforce.


Marketing Cloud and Pardot

Salesforce Marketing Cloud is more than just an email platform. It’s a Customer Experience platform that connects all customer data, providing a single view of the Customer. Marketing Cloud is the platform for delivering relevant, personalized journeys across channels and devices. Touchpoint’s Marketing Cloud consultants are a team of designers, marketing technologists, and developers who come together to create world-class digital experiences that drive engagement, conversion and lifetime value. We understand the connection between marketing channels and create strategies that support a unified experience.

Take a closer look at our work in Service Cloud

Accelerate business with Touchpoint.

Speak with one of our certified Salesforce experts today.

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