What to expect from Managed Services?
Advanced Technical Resources: You will gain access to our dedicated Managed Service's team that consists of Certified Salesforce Administrators, Enterprise Case Specialists, Technical Project Coordinators, and our Data Migration Team Lead.
Weekly Meetings: Our team will be with you every step of the way to discuss support cases, current projects, and adoption initiatives.
Personalized Trainings/Customizations: Our team can build out complex automations, assist with data management, and create training webinars branded and customized for your organization.
Jungo scopes out a variety of customizations and managed service requests for you after the implementation phase.
Here are some of our most popular customization requests submitted by clients:
Administrative Training Packages
- User Management (i.e., Training to Setup & Deactivate Users, Modify Permission Settings, )
- Data Management (i.e., Removing Duplicates and How to Format / Import Data)
- Tailored Administrative Training Packages (i.e., Topics Vary Depending on Your Needs)
- Custom Training Video Packages and Additional Custom Group Training
Mortgage App Customizations
- Creation of Custom SMS Templates
- Creation of Custom Flows / Automations
- Creation of Custom Reports
- Creation of Custom Dashboards for Users with Different Roles
- Role / Hierarchy / Permissions Buildouts Post Implementation
- Creation of Custom Fields / Page Layouts
LOS Sync Customizations
- Mapping Custom Fields
- Custom Milestone Alerts to Borrowers / Co-Borrowers / Partners
- Custom LOS Integrations
JungoLeads Customizations
- Custom Lead Distribution
- Automated Intro Text Message
- Automated Drip Campaigns
Jungo SMS Customizations
- Creation of Custom SMS Templates
- Triggered automations based on custom fields
