Achieve Full Product Adoption with Karya’s
Service Cloud for Salesforce Jump Start
You’ve made an excellent decision to transform the way you connect with your customers.
With Karya’s rapid and tailored service, you’ll benefit from a customized setup, expert guidance, and personalized shadowing sessions from a veteran Salesforce partner. Our jump start is designed to get you fully operational within weeks, enabling you to maximize the value of Salesforce in record time.
In-Scope (Setup)
Week 1
Kickoff meeting with stakeholders.
Case Management: Set up of case object, basic case lifecycle, and case assignment rules.
Email-to-Case: Configure inbound email-to-case setup.
Week 2
Service Console: Set up Service Console with basic case layouts.
Knowledge Base: Create up to 3 articles to help agents with FAQs.
Automations: Set up basic automation (case escalations and auto-assignments).
Week 3
Reports & Dashboards: Create 3 service reports and 1 service dashboard.
Omnichannel Routing: Basic routing setup for support queues (phone, chat, email).
Week 4
Training: Conduct 2 user training sessions for the support team.
Go-Live Support: Go-live assistance and final testing.
Meetings
Kickoff meeting, weekly check-ins, UAT meeting, and go-live meeting.
Out of Scope
Custom Bots/AI: Chatbots, Einstein AI for Service, custom automation flows.
Third-Party Integrations: Integration with non-Salesforce systems for service.