Salesforce Service Cloud
Start Package
Essential
from
by request
Optimize your communication and track requests
- Get your service console configured;
- Get your case lifecycle optimized;
- Get your core objects customized;
- Leverage case assignment automation;
- Migrate your data within package time constraints;
- Automate simple processes;
- Implement access rules based on roles and hierarchy in your teams to ensure data security;
- Utilize basic reports and dashboards to track your performance;
- Get your team prepared and educated to work on the new system.
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Growth Start
from
by request
Diverse cases and flexible access
- All features from Essential
- Work with custom objects;
- Get custom integrations;
- Leverage advanced automation, customized reports, and dashboards;
- Get various channels configured to receive requests.
Show features
Ultimate Start
from
by request
All-encompassing support and deep customization
- All features from Growth Start
- Get your omni-channels configured;
- Leverage the full potential of Service Cloud and advanced automation;
- Perform customer segmentation to tailor treatment based on their unique categories and specific characteristics.
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Simple and Sustainable
Pricing
Features
Essential
4-5 weeks
Growth Start
4-5 weeks
Ultimate Start
4-5 weeks
Discovery and Design
- Discovery Interviews
- Design Documentation
- Discovery Interviews
- Design Documentation
- Discovery Interviews
- Design Documentation
Development and Configuration
- Tailored Service Console App
- Case Management*
- Account and Contact Management*
- Case Assignment rules
- Specialized User profile
- 2 Hierarchy roles
- Hierarchical sharing model
- Matching & Duplication rules
- Up to 5 Reports
- 1 Dashboard
- E-mail Basic Integration (Gmail/Outlook)
- Tailored Service Console App
- Case Management*
- Account and Contact Management*
- Case Assignment rules
- Specialized User profile
- 2 Hierarchy roles
- Hierarchical sharing model
- Matching & Duplication rules
- Up to 5 Reports
- 2 Dashboard
- E-mail Basic Integration (Gmail/Outlook)
- 2 Email Templates
- Web-to-Case
- Email-to-Case
- Activity (Task, Event) Management*
- Utility Bar Configuration*
- Person Account*
- Case Escalation
- Knowledge
- Tailored Service Console App
- Case Management*
- Account and Contact Management*
- Case Assignment rules
- Up to 2 Specialized User profiles
- Up to 3 Hierarchy roles
- Hierarchical sharing model
- Matching & Duplication rules
- Up to 5 Reports
- 2 Dashboard
- E-mail Basic Integration (Gmail/Outlook)
- 5 Email Templates
- Web-to-Case
- Email-to-Case
- Activity (Task, Event) Management*
- Utility Bar Configuration*
- Person Account*
- Case Escalation
- Knowledge
- Milestones Management*
- Entitlement Management*
- Omni Channel capacity-based routing/Queue
- Up to 2 Specialized Apps
- Up to 3 sharing rules
Adoption
- Admin training
- User training
- Admin training
- User training
- Admin training
- User training
Data migration
- Up to 10000 records in total - Cases, Accounts, Contacts from single source per object
- Up to 15000 records in total - Cases, Accounts, Contacts, Emails, Tasks, Events from single source per object
- Up to 15000 records in total - Cases, Accounts, Contacts, Emails, Tasks, Events from single source per object
Post-Go-Live
- Support
- Support
- Support
* Total effort related to management items boundaries
- Lightning Flow automation (up to 2 simple fast field updates - less than 5 elements)
- Simple Validation Rules (up to 2)
- Page Layout Customizations (up to 5)
- Lightning Page Customizations (up to 5)
- Custom fields (up to 50)
- Define List Views (up to 5)
- Additional record types (up to 2)
- Lightning Flow automation (up to 5 simple fast field updates - less than 5 elements)
- Simple Validation Rules (up to 5)
- Page Layout Customizations (up to 10)
- Lightning Page Customizations (up to 10)
- Custom fields (up to 80)
- Define List Views (up to 10)
- Additional record types (up to 5)
- Lightning Flow automation (up to 10 of various complexity)
- Simple Validation Rules (up to 10)
- Page Layout Customizations (up to 20)
- Lightning Page Customizations (up to 20)
- Custom fields (up to 150)
- Define List Views (up to 20)
- Additional record types (up to 10)
Addons
Didn't find any relevant solution for you?
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Salesforce Service Cloud
Quick Start Benefits
Deliver exceptional service experiences and build a base of loyal customers;
Boost agents' efficiency and cust expenses;
Assign the most appropriate agents to incoming requests for effective handling;
Prioritize cases properly;
Effortlessly share information among teams;
Keep your teams aligned with the latest service trends to ensure continuous improvement;
Omnichannel support empowers customers to choose comfortable channels, ensuring an excellent experience;
Efficiently manage customer cases with tools for case assignment, tracking, escalation, and resolution to provide faster and more effective support;
Create a shared source of knowledge, including articles, FAQs, and videos, to empower customers and teams with vital information;
Automate case assignments, email notifications, and follow-up tasks to improve efficiency and focus on critical activities;
Track response time, resolution time, and customer feedback to identify trends, measure performance, and optimize your service operations;
Quick Start Stages
1. The First Call
We get to know all the stakeholders, requirements, and deadlines and schedule meetings to prepare the Statement of Work (SOW) — the duration is approximately 60 minutes.
2. The Discovery Call
We will clarify your goals and show you the list of possible solutions—the duration is approximately two meetings, 120 minutes each.
3. Your Salesforce Platform Development and Configuration Review
Together, we will review the functionality of your brand-new system, guide you through the user interface, and make any necessary adjustments. We will conduct these sessions weekly to ensure a smooth and optimized experience.
4. Preparation for Data Migration and the Migration Itself
We offer ready-to-use templates, guidelines and assist in building data mapping. Your task is to follow the provided directions. The duration may vary depending on the volume of data.
5. The Training
We train all stakeholders to use the system correctly — the duration is approximately 120-180 minutes.
6. User Acceptance Testing
We collaborate closely with your team to double-check and thoroughly test the system, ensuring it aligns with your requirements and operates smoothly. We guarantee that the system runs appropriately and meets your expectations.
7. Post Go-Live Support
We are committed to promptly resolving any issues that arise during the initial weeks after the release. Our dedicated support team is here to assist you, ensuring a smooth transition and helping you gain confidence in the software's reliability.
FAQs
What are the Most Popular Quick Start Packages?
We frequently configure Sales Cloud and Service Cloud within Salesforce Customer 360 Platform setup, as they are vital for various businesses. Salesforce Lightning helps you customize and enhance these components, delivering a flexible and more productive user interface.
Why Should We Choose Redtag for Quick Start Implementation?
Redtag has a lot of experience helping companies start with Salesforce quickly. We leverage pre-built templates to simplify the process and make it affordable and straightforward. You work with the same team members throughout the project and may be confident we assign the right talents to tackle your problems.
What’s In The Package?
The Quick Start service assists you with a smooth Salesforce (varies with your Salesforce Cloud Technology) adoption and implementation, preserving all your existing data migrated over. You can rely on a dedicated consultant and a QA team to ensure your success. We conduct regular meetings to discuss progress, user testing and acceptance, and training to ensure all stakeholders use Salesforce effectively. Let’s go through our Salesforce Quick Start guide to make it clear.
Quick Start Advantages
Salesforce Quick Start service assists you in adopting and implementing Salesforce smoothly (varies based on your Salesforce Cloud Technology). It ensures the preservation of all your existing data during migration. We conduct regular meetings to discuss progress, user testing, acceptance, and training, guaranteeing effective utilization of Salesforce by stakeholders.
What’s Not Included?
The Quick Start implementations are primarily designed to provide a time-limited and service-limited out-of-the-box solution that caters to the specific requirements of each business and serves as a sufficient starting point for Salesforce. However, it's important to note that certain items may be excluded from the defined scope of work.
- Custom integrations;
- Payment processing;
- Marketing automation;
- Middleware configuration;
- Tailored mobile solutions;
- Third-party storage services integration.
Pricing
Your final price varies with the selected Salesforce Quick Start Packages and your requirements.
Our offices
🇺🇸 Chicago, IL
325 N Wells St STE 100
Chicago, IL 60654
+1 (312) 885 95 87
🇺🇦 Lviv, UA
B. Khmelnytskoho str, 106
Lviv, 79024, Ukraine
+38 (063) 041 48 99
