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Salesforce Training
We’ll perform a custom, one-hour webinar training session of the Salesforce setup for your organization.
Project Kickoff and Business Process Reviews
We’ll discuss your finalized goals for Salesforce, including a customization plan for your sales process.
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.
Case Setup
We’ll customize Cases, including list views, queues, custom fields, and page layouts for your customer service department to manage inbound tickets.
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