Digital Engagement Quick Start Package

Completion Timeline: Approximately 4 Weeks
Call +1 516 637 2191 or email for more information.

Project Kickoff and Business Process Reviews

We’ll review the project plan for implementation, introduce you to our team of experts, and request access to your Salesforce org.

Messaging Channel

We’ll install the quip starter managed package to integrate with Salesforce and setup the integration features

Chat for Web or In-App

We’ll setup chat in-app or online to allow customers to chat with agents while they’re browsing your website.

Outbound SMS Message

We’ll setup an outbound message that can be triggered off a new record created or sent to a list in bulk.

Salesforce Training

We’ll perform a custom, one-hour webinar training session of your Salesforce and Digital Engagement application.

Ready to get started? We can help.