Service Cloud Quick Start

Since 2010, we’ve been delivering tailored Salesforce solutions to help meet our client’s unique requirements. We are led by former Salesforce employees and leverage years of experience and industry best practices to ensure a successful implementation. SkyVenn can also help you scale your investment into other Salesforce solutions that include Sales CPQ, Marketing, Experience Cloud, Lightning/Apex development and more...

Service Cloud Quick Start ($4,000 USD / $5,000 CAD)

Our Service Cloud Quick Start is designed to get your service team up and running quickly with some of the most common features and functions available within the Salesforce platform.

Key Benefits

Fast time to value (typically up and running within 2-3 weeks)
Expert guidance on transitioning your business requirements into the Salesforce platform
Certified Salesforce consultants with experience across various Salesforce products and services

Design and Discovery

Project kick-off call and requirement gathering session
Review the goals of your business and how Salesforce can be used
Discuss your key customer support, service and activity management processes
Define up to 8 key reports needed by management
Weekly project check-in calls to review progress and next steps

Salesforce Configurations

Create users, confirm user interface settings and delete existing sample data
Update navigation tabs, add logo and adjust colour scheme to match your company branding
Update Contact, Account and Case page layouts + create up to 20 custom fields
Configure 1 Support process to align with your support methodology
Enable standard Salesforce Mobile settings
Create up to 8 reports on 1 company dashboard. Example reports may include:
- New Cases created by Case Type by time period (day, month, quarter, or year)
- Activities completed by account manager by time period (day, month, quarter, or year)
- Total closed Cases by user by Case Reason
Create 1 basic Flow process (i.e. Automation) and up to 2 Validation Rules. Examples may include:
- If Case is marked urgent, the Support Manager is notified immediately by email
- If Case is marked as System Bug, make additional fields mandatory to collect details
Set up Einstein Activity Capture to sync Emails, Calendar Events and Contacts with Gmail/Outlook
Set up Email-to-Case functionality and activate Case Auto Assignment Rule **

Salesforce Training

3 hours of remote in-app training for staff and system admin users:
- 2 x 60 minute general user sessions and 1 x 60 minute system admin session
Additional Salesforce resources can be provided that can be used for self-paced learning

60 Day Post Implementation Check In

Review reports, team engagement, lessons learned and discuss next steps

Notes:

* This Quick Start is not recommended for an implementation of more than 25 licensed users
** Some set up time will be required from your IT department/Webmaster to complete configurations (Salesforce resource instructions will be provided)
*** For more advanced multi-business processes and/or multi-Cloud solutions, please contact us directly for details and pricing

Additional Service Cloud Setup & Maintenance Options

Are you looking to take your Salesforce Service Cloud instance to the next level? Contact us for details/pricing on enabling any of the following features for your organization. Our team can also be leveraged to help you manage ongoing service efforts throughout the year.

Roles, Permissions, Profiles and Sharing Settings
Advanced Case Management
Knowledge
Case Escalation Rules
Service Contracts (SLA) and Entitlements
Case Milestone Tracker
CTI Integration
Live Agent Chat
Omni-Channel
Digital Engagement
Email and calendar integration
Data migration
Custom Lightning/Apex development
and much more…

"Our Company has been working with SkyVenn for over a year now and we have been extremely happy with the work their team has produced! SkyVenn offers peace of mind with our complex infrastructure, and they are proactive with monitoring, backups, and potential areas of concern. I personally appreciate the time SkyVenn takes to fully spec out our projects, and particularly how it will function after the handoff. We lean towards declarative development that can be managed by more members of our internal team (that may not have the same technical ability) and SkyVenn has been great at meeting this requirement. SkyVenn has done an incredible job with our projects and I would recommend them to anyone!"

"We have worked with the SkyVenn team for over a year and have been nothing but satisfied with the team's work. Our Salesforce instance is complex and we are often asking for assistance with custom builds and managed services. Each time we ask something of the team, it is implemented thoroughly and seamlessly. If there are ever any minor issues, they are fixed incredibly quickly. We started with a smaller contract and have continued to add on more and more projects and hours with SkyVenn because of their great work! In addition to providing what we ask, SkyVenn does a phenomenal job of asking the right questions and making sure to thoroughly understand not just the specific change or tool we are looking for, but the problem in general. Often SkyVenn has made recommendations for the addition of particular details we hadn't thought of or more efficient ways to implement something that end up really paying off. SkyVenn also has a robust and knowledgeable team that is only growing and getting better and better. We certainly attribute the ability of our Salesforce instance to consistently keep up with our growing and scaling company to the ongoing assistance of SkyVenn. We couldn't do it without them! Highly recommend the SkyVenn team for all your Salesforce needs.

"We have been working with SkyVenn for close to a year now and they have been amazing to work with. Extremely responsive to the requirements of our business, 7 days a week. They truly listen to the needs of their customers. We have involved them in several projects including a CPQ implementation, Lightning Migration, 3rd Party Software integrations, as well as general process flow cleanups and deployments. We have worked with several other Salesforce partners in the past and our experience with SkyVenn has been a refreshing change. If you are looking for a Salesforce Consultant that truly knows the meaning of the word "partner" then SkyVenn is the company for you."

"Innovasea selected the SkyVenn team as our Pardot implementation partner and they’ve proved to be an excellent choice. The team is responsive, professional, and extremely knowledgeable on Pardot/Salesforce set up and best practices. SkyVenn got our team up and running with Pardot in 3 to 4 weeks and even helped us figure out a few items post-launch. We would definitely recommend them for anyone looking to get setup with Pardot!"

"Knowledgeable and creative, SkyVenn was integral in the transformation of our inherited Salesforce instance. Their patience in reviewing the current landscape, listening to concerns, brainstorming new ideas and then consulting and executing was both appreciated and extremely effective. I would gladly recommend their teams balanced business and technical acumen to any customers looking to bring their Salesforce to the next level."

"Moving into Salesforce was a bit of a new experience for our team - but - SkyVenn has been an integral partner in easing us into it. They are extremely talented - and we are excited about them helping us change our organization!"

"We have been working with SkyVenn since Nov 2019. They have assisted us with B2BMA set-up with Pardot and Salesforce assisting us with case escalations to address issues that we were unable to resolve on our own from the previous year. Additionally, they assisted us in implementing a number of other features and we continue to rely on their expertise. The SkyVenn team are a very knowledgeable resource for me and the team. We frequently use them to verify and provide solutions for our challenges and ensure we are getting the most out of our Salesforce and Pardot investment - thank you SkyVenn"