Close this search box.

Service Cloud Quickstart

A faster path to go live with Service Cloud to scale support and solve customer issues anytime, anywhere

Customer support agents and self-service capabilities have to provide more straightforward, intuitive ways to get help than ever. Salesforce Service Cloud connects all of your channels and programs to deliver a more streamlined experience for your agents, so they can enhance the customer experience, drive retention and renewal, and establish new business. But a simple Service Cloud launch  — from initiating and gathering requirements through to building, testing, and deploying — can cost several hundred hours and budget that could be spent more strategically within the business.

In our many years of experience consulting on the Salesforce platform, we found that simply deploying Service Cloud isn’t enough. To ensure our clients maximize the value of their investment, we’ve developed a Service Cloud Quickstart offering. With a Service Cloud Quickstart, you’ll be live with Service Cloud in as little as four weeks and your team benefits from comprehensive roadmapping, enhancements, and enablement — all the essentials you’d expect from an end-to-end implementation, but faster and more cost-effectively.

What's Included in a Service Cloud Quickstart?

Here’s a look at what we deliver with a Service Cloud Quickstart — including sample backlog items, validated and documented by our team, to give you an idea of what to expect.


Setup and configuration of mission critical Service Cloud functionality such as Accounts, Contacts, Cases with Routing, Web-to-Case, and Email-to-Case functionality.

Data Import

We’ll import your data into Service Cloud to ensure you can start servicing your clients upon deployment.

Security Model

We deploy with a fully open or fully closed security model within the MVP launch, and then further discover where and how to leverage custom security settings to align with business requirements.

Knowledge Share And Enablement

Additionally, ongoing enablement of identified super users/admins, ensuring ongoing iteration after go-live — with opportunities for long-term support.

Enhancements And Ongoing Support

Our team provides collaborative curation of backlog items, such as Einstein Activity Capture for email sync, creation of mission critical reports and dashboards, lead and opportunity scoring, and process automation ensuring you are doing more than just getting started.

Quickstart Pricing

6 Months | $50,000

We start with ideas, but deliver outcomes. you’ll not only go live with Service Cloud in just four weeks, but you’ll also receive enhancements, improvements, and hands-on enablement sessions allowing you to succeed with Service Cloud well beyond our six-month engagement. It’s not just about going live — it’s about making sure you’re set for innovation and adaptability and reaping the benefits of your investment in Service Cloud.

Get to know what’s included in your engagement and what the process looks like below.

Getting Started: What to Expect


Once we’re properly introduced and aligned on needs, priorities, and goals, we start with end-to-end discovery and setting the vision.


We start by installing Service Cloud and configuring it to meet the needs of your business — including any necessary deep dives and enablement sessions.


The moment you’ve been waiting for! Deployment, at which point we’ll validate use cases and document our final design.


Once the solution is deployed, we’ll do a joint project review, knowledge transfer, and start curating the backlog we’ve developed throughout deployment to ensure you are maximizing your investment.

Is a Service Cloud Quickstart Right for You?

Here are some key indicators that a Service Cloud Quickstart is a fit — and that you and your team could benefit from a standard engagement or something longer term, customized to complex needs and goals.

  • You need to migrate off of spreadsheets or a sub-optimal case management system
  • You’re looking to optimize case intake and case management processes
  • You need consistent, intelligent case routing and case management
  • You have between 50-100 users
  • You have minimal internal capacity and/or capability and need outside strategy and/or support

Ready for More?

We can do more than just get you started. As your platform evolves the demand from your team and the expectation from your clients will evolve with it. We can guide you through Salesforce implementation and actionable insights all the way to predictive insights leveraging the power of data science.

certified salesforce consultant

Getting data into Salesforce is one thing, making it actionable is another. As CRM Analytics experts, we unlock our customers’ data to surface insights where users actually work — across sales, service, and marketing. Our approach combines deep Salesforce implementation expertise with data science innovation and best practices.

tableau consultant

As Salesforce platform consulting and technical experts, we combine CRM strategy, industry expertise, and extensive Tableau implementation expertise to drive results on the Tableau platform.

Access key data insights and manage your relationships with a 360 view and experience within Salesforce — with time-saving efficiencies provided by MuleSoft, the #1 integration and API platform.​

Proven Success With Salesforce Service Cloud


Herbalife’s products are available exclusively through 25,000 educated and trained distributors who provide comprehensive, personalized solutions to their customers’ nutrition and wellness goals. In order to empower distributors to fulfill individualized customer needs and drive business effectively, Herbalife partnered with Atrium to empower them with a holistic customer profile and intelligent, data-driven personalized action plans.

Let Us Help You Get Started

Reach out and let's discuss your faster path to success with Service Cloud.