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Field Service Lightning Quick Start Package
$15,999
Completion Timeline:
Approximately 4 Weeks
Call (800) 951-7651 or email sales@cloudcreations.com for more information.
Project Kickoff and Business Process Reviews
- We’ll discuss your finalized goals for Salesforce, including a customization plan for your sales process.
Service Region & Workforce Setup
- We’ll configure your regions, service territories, and locations to track service work by geography. We’ll model your work areas to also include warehouses, vans, or work sites if needed.
Workforce & Time Tracking Setup
Workforce & Time Tracking Setup
Work Orders & Inventory Management
We’ll configure work orders for tracking service requests & tickets based on customer records, including work order templates. We’ll also configure inventory management to view the storage, request, transfer, and usage of every item in stock.
Salesforce Training
We’ll perform a custom, one-hour webinar training session of your Salesforce application.
Ready to get started? We can help.
☆☆☆☆☆ 5/5 AppExchange Reviews Rating
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