Action Plans: Salesforce Solutions
Do your teams frequently perform the same series of steps when resolving a specific client issue? Are these monotonous tasks hindering your team from resolving larger issues?
Streamline your resolution processes by implementing Action Plans into your Salesforce environment. This free tool, available in the Salesforce AppExchange, provides users with predefined tasks templates to streamline various service processes. You may assign tasks and due dates to specific users- reducing time and increasing productivity. Attach these action plans to standard objects such as accounts, opportunities, contacts, as well as custom objects in your organization. By streamlining your business processes, you ensure that your clients are receiving consistent and reliable solutions every time.
Action Plans are one of many functions available your organization through Salesforce. With the help of our team at SaaS Consulting Group, you can ensure business practices for your organization. Visit us here to begin your free discovery session with one of our Salesforce Administrators.
SaaS Consulting Group
Members of our team gathered in Austin, Texas last Friday to celebrate the ending of a great year and beginning of a new one. A talented group built around the principle of serving our customers. .
We are grateful for this team. Their work ethic and integrity are the keys to our success. We are excited to see what 2019 has in store!