I will implement salesforce sales and service cloud CRM

Is your Sales team stepping on Support landmines? 

I'll unify your Salesforce org so both teams work 

from a single screen and actually help each other.

WHAT YOU GET:

• MODULE A Customer 360
• Account hierarchy (Parent/Child structure)
• Einstein Activity Capture (Gmail/Outlook sync)
• Role-based security (Sales vs Support access)

MODULE B Sales Engine

• Lead Opportunity pipeline
• Forecasting & probability weighting
• Stale deal alerts & big deal notifications

MODULE C Service Desk

• Case lifecycle (New Working Escalated Closed)
• Email-to-Case (up to 3 inboxes) + Web-to-Case form
• Service Console (split-screen: Case + Customer view)

MODULE D The Bridge (Cross-Cloud Magic)

• High Priority Case Auto-alert to Sales Owner
• Satisfied Case Auto-task for upsell follow-up
• VIP Routing: Revenue >$1M Senior Support Queue

WHAT I NEED FROM YOU:

• Clean data file: Accounts, Contacts, Leads, Open Opps
• Salesforce org with Sales Cloud + Service Cloud licenses

OUT OF SCOPE:

• No telephony (CTI) integration
• No ERP/finance system integration

3 weeks | 2 training sessions | 2 days hypercare