eCommSource by Cloud Conversion Quick Start

Adding customer relationship management (CRM) to your business can make an immediate impact on your bottom line. We can help you implement eCommSource and salesforce.com quickly and easily to ensure you get the most out of your investment in CRM. Our Professional Services Team will work with you every step of the way from customized setup to training your staff.

Quick Start Package Includes:

  • One-on-One Setup and Training Tailored to your Business
  • Setup Inquiry Settings for all eCommerce Channels (eBay, Amazon, Websites, etc)
  • Case Management Workflow Analysis
  • Setup of Basic Queues and Profiles
  • Setup of Assignment and Escalation Rules
  • Importing of Case Reasons and Solutions (Frequently Asked Questions)
  • Setup of Public Knowledgebase on Your eCommerce Websites
  • Setup of Email Auto-Response Templates and Rules
  • Agent Productivity Console Creation
  • Customer Service View Configuration
  • Basic Reports and Dashboards
  • Implementation of CRM Best Practices for Online Retailers

Customer Service Agent Training

Includes navigation of salesforce.com and the Agent Productivity Console, view and page layout customization, and implementation of Best Practices for using eCommSource and salesforce.com to streamline and optimize your customer service and support operations. In addition, you will receive the new book from salesforce.com: Service Cloud for Dummies FREE!

eCommSource and Salesforce.com Administrator Training

Tailored specifically for the staff that will be administering salesforce.com at your company. Topics Covered include all of the above, PLUS: New User Setup/Configuration, Assignment Rules, Escalation Rules, Queues, Profiles, Importing Data, Reporting and Dashboards and training on overall maintenance of your salesforce.com account.

Get started now. Order the eCommSource Quick Start package today. Checkout securely with PayPal!

For more information or questions, please contact: success@cloudconversion.com

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