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.