HOW SOLVD HELPS YOU
PROJECT KICK OFF + STRATEGY SESSIONS
Together we’ll discuss your company’s final goals for Salesforce, including a custom plan for your service process. We will plan for a user experience that is easy to use and effective for your team
ACCOUNT + CONTACT SETUP
We’ll configure and create fields on accounts and contacts to track everything you need to know about your customers, partners, and other stakeholders.
CUSTOMIZED CASE SETUP
We’ll set up case fields and a tailored service process that tracks the stages that matter for your managing your case load. Ensure you are quickly responding, that cases aren’t falling through the cracks, and that they are being resolved quickly.
We get your customer and case data into Salesforce so that the system is ready for your team to use.
Together our team walks you through your app. This helps your salespeople give the tools they need to close more deals