Salesforce Service Cloud QUICK

START
Drive customer satisfaction and
build long term relationships

Gauri Ltd. 01522 243121 (Office)

Offices 20 & 21 01522 243122 (Support)
Commerce House 01522 243123 (Sales)
Carlton Boulevard
Lincoln LN2 4WJ www.gauri.com

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 Effective Case Management Omni-Channel Routing
Salesforce Service CRM Resolve cases faster by combining streamlined Deliver smarter service by automatically
processes with easy access to the full details, matching cases to the agent with best skill

Why Salesforce context, and history of every case and customer

interaction.
set to solve them.

Service Cloud is Service Analytics

Make your team and business smarter with
Service Process Automation
Customise and automate any service or
right for you? prebuilt dashboards and apps and AI powered
insights and predictions.
approval process with drag and drop
simplicity using Lightning Flow.

Knowledge Base Automation with Macros

As your business grows and your requirements
evolve, Salesforce can easily adapt to meet Drive quick case resolution and maximize agent Free up your support agents by automating
your needs. Leverage the powerful features of productivity with recommended articles and common, repetitive, multistep tasks to
Service Cloud by integrating Marketing Cloud, optimised article search. resolve customer issues more efficiently.
Sales Cloud or Community Cloud or choose
from over 5000 powerful third-party apps on Telephony Integration Unified Customer View
the Salesforce AppExchange, the world’s
largest business applications marketplace. Integrate with most popular CTI systems. Log Connect service cases with customer orders
notes instantly when customers call and manage and individual products, to obtain deep
calls within the console without touching the insight on product-specific issues to improve
phone. customer service levels.

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 You get:
End-user Training Dedicated Team
Salesforce Service CRM
During the planning stage, we will create a A dedicated team of specialists would be

About QuickStart customized training plan based on the working with you to make your idea become
features and functionalities to be activated. a reality. They will be contactable via multiple
Our Lead QuickStart expert will provide channels and on hand to answer any queries

Solution by Gauri detailed on-site training to your end-users

once the system is configured and ready for
you might have throughout the project.

use. On-Site Presence

Your end-users can also refer the provided Lead Salesforce Quick Start Expert will
Gauri’s QuickStart packages have been tailored to customized user guides to quickly lookup conduct on-site discovery workshops to
help you get up and running quickly on the solutions to any queries or issues they face understand your requirements and provide
Salesforce Service Cloud platform. while using the system. personalized End-user training.
Our QuickStart packages cover all aspects of
configuring Salesforce Service Cloud to ensure you Choice of QuickStart Project Management & Solution
get great value from your licenses from the off. Implementation Options Design Documents
You can select either of the timeboxed and During the planning stage, we will produce
modular implementation packages: your personalized implementation plan that
Essentials (Time: 1 week) and Advanced will give you a more collaborative and
(Time: 2.5 weeks) based on your specific transparent view of your project. We will
business needs to get up and running on provide you with a complete set of design
Salesforce Sales Cloud platform. documents that will specify all the nitty-gritty
of the solution implemented.

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Salesforce Service CRM

Five-step QuickStart Approach

1 Kick-off, 2 Solution Setup & 3 Show & 4 Data Load and 5 End-user
discovery and Documentation Tell Testing Training & Go-
scoping Live

Gauri’s Salesforce expert At this stage, our team We will demo the We migrate your data We train your users so
will work with you to map will start setting up your software features as it from existing systems they’re up and running
out the scope of Sales Salesforce Sales Cloud is taking shape, take and perform quickly. You can always
Cloud implementation by and configure the product your feedback and comprehensive tests to count on us for any
understanding your to match your business make necessary ensure your application support backed by
requirements and requirements. adjustments and performs as intended. robust SLAs for
defining clear actions. refinements. complete peace of
mind.

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 Salesforce Service CRM You get:

Our QuickStart
Salesforce
Essentials Advanced
Objects

Options o Account
o Contacts
Yes
Yes
Yes
Yes
o Case Yes Yes
Salesforce Objects o Activities Yes Yes
(Features and o Products - Yes
Functionalities)
o Assets - Yes
o Service Contract - Yes
Management
- Yes
o Custom Objects
- Yes
o Knowledge Management
- Yes

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 Salesforce Service CRM You get:

Our QuickStart
Automation and General
Essentials Advanced
Configuration

Options o Process Builder

o Web To Case
2
Yes
6
Yes
o Case Assignment Rules Yes Yes
o Approval Process - 2
Automation and
General Configuration o Email to Case Yes Yes
o Email Integration (Office 365/Gmail) Yes Yes
o Chatter Set Up Yes Yes
o SLA/Milestone 2 5
o Reports 7 20
o Dashboard 2 5
o Security: Role Hierarchy - Yes
o Security: Custom Profiles 2 5

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 Salesforce Service CRM You get:

Our QuickStart
Data Migration and End-User
Essentials Advanced
Training (Services)

Options o Case
o Account
Yes
Yes
Yes
Yes
o Contacts Yes Yes
o Assets - Yes
Data Migration and End-
User Training Services o Activities Yes Yes
o Products Yes Yes
o Service Contract Management - Yes
o Custom Objects - 5
o Design Document Yes Yes
o Super User Training ½ Day 1 ½ Days
o Customised Training - Yes

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 We’re Experts in CRM Solutions.
Gauri are leaders in implementing and supporting CRM Solutions for
Gauri Ltd., Sales, Marketing, Customer Support and Field Services. We help our
Offices 20 & 21 clients transition to Cloud and achieve a true Customer 360 on the
Commerce House
Carlton Boulevard world’s leading CRM platforms.
Lincoln LN2 4WJ
UNITED KINGDOM About us We have seen CRM evolve since the 1990's and have worked on emerging CRM
technologies such as Salesforce since then. Our years of cumulative experience
www.gauri.com and QuickStart Solutions have delivered results for our clients. Please call us for
sound advice on choosing the right CRM for your business.
01522 243121 | [email protected]

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