Project Kickoff and Strategy Sessions
- Project commencement and engagement sessions. Meet our team and review the plan and details.
Account and Contact Setup
- Configure & create fields on accounts and contacts. We will do it for you to get you started.
- Service Cloud console-setup. We’ll configure all components, lists, buttons, or quick action links required.
- Personalize cases to resolve inbound queries. This includes list views, queues, custom fields, and page layouts.