Salesforce Sales Cloud

Standard Package

Planning & Kick-Off

• Up to 2 remote business process review sessions where we review the business process and requirements needed to create a functional and technical blueprint for your business

Analysis & Design

• Delivering a design document outlining the process in Salesforce and the configurations identified for approval
• Follow-up meeting to review the design document and make any final adjustments before development

Configuration

• Configuring Salesforce to meet your business requirements, limited to the below declarative tasks:
• Customize included standard objects and fields of Sales Cloud including leads, accounts, contacts, opportunities, campaigns, quotes
• Configure 1 price book and up to 30 products
• Configure up to 2 custom objects
• Configure up to 20 custom fields for each configured object
• Customize page layouts for standard layouts and up to 2 custom objects
• Configure up to 5 custom list views
• Configure lead assignment rules with a max of 5 criteria
• Configure forecasts
• Configure up to 5 workflow or approval processes
• Configure up to 10 validation rules
• Configure 2 dashboards with a max of 10 metrics/graphs each
• Configure up to 10 reports, which may or may not be included in the dashboards
• Configure up to 2 user profiles

Training & Knowledge Transfer 

• Two one-hour, remote “train the trainer” sessions for system knowledge transfer and end-user training

Advanced Package

Includes everything in the Standard Package and:

Additional Salesforce Configurations

• Web 2 Lead form configuration with a max of 15 fields. We will provide the code but the client must install it on their website.
• Email 2 Lead configuration for 1 email
• Outlook sync or Lightning for Gmail connector configuration

Data Migration

• Data import of work orders for a max of 500K records. Records must be provided in csv. No data de-duping or clean-up activities included.