Boost Customer Loyalty

Boost customer loyalty through AI-powered workflows and automation. Provide connected personalized service across every touchpoint. Get to the heart of service with the world’s #1 customer service software.

Solution Coverage Areas

Salesforce Service
Cloud

Learn more

Demo

BASIC

  • CRM Entry Workshop
  • Three (3) half-day workshops
  • Project management
  • Blueprint
  • Basic system settings
  • Setting up four (4) standard objects
  • Setting four (4) types of activities (Call, Appointment, Task, Email)
  • User creation
  • Permission settings
  • Two (2) half-day user training
  • Preparation of manuals

ADVANCED

  • CRM Entry Workshop
  • Six (6) half-day workshops
  • Project management
  • Blueprint
  • Basic system settings
  • Setting up six (6) standard objects
  • Activity type settings (Call, Appointment, Task, Email)
  • User creation
  • Permission settings
  • Two (2) half-day user training
  • Preparation of manuals
  • Basic price list settings
  • Setting up twenty (20) products
  • Creating a custom object
  • Creating three (3) standard process automations
  • Creation of three (3) standard notifications
  • Outlook / Gmail integration
  • Creation of three (3) reports
  • Dashboard creation

What is Not Included

  • Product licenses

Questions?

We are happy to answer your specific questions.

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