QUICKSTART

yellow cloud solvd logo
service cloud

HOW SOLVD HELPS YOU

DOWNLOAD QUICKSTART PDF

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.

SPREADSHEET IMPORT

We get your customer and case data into Salesforce so that the system is ready for your team to use.

SALESFORCE TRAINING

Together our team walks you through your app. This helps your salespeople give the tools they need to close more deals

Your Investment

$6000
30 hours
3 weeks

yellow cloud solvd logo
Mission & Values

Choose SOLVD

There’s no ego or arrogance here. No stringent rules or corporate red tape. We’re confident in our vast capabilities, but have no interest in excessive flash or making things more complicated than they need to be.
Work With Us

OUR AWESOME CLIENTS

yellow cloud solvd logo
Custom consulting

TAILORED TO YOUR NEEDS ​

SOLVD offers time-based billing. Pay only for what you need based on actual time spent. Our quick start offers a discount that results to a $200/hr bill rate. Allowing your company to be up and running quickly with your new system.
work with us

HIGHEST RATED ON SALESFORCE

CHECK OUR REVIEWS

Flexible custom Salesforce solutions that take your business to the next level.

COMPANY

GET STARTED