Salesforce Sales Cloud

Quick Start Package

Overview

With Sales Cloud Quick Start, we implement the sales tracking processes included in the Group, Professional, and Enterprise editions of Salesforce. This includes tracking your accounts/companies, contacts, leads, opportunities, products, price books, quotes, forecasts, lead assignment rules, Outlook sync, Chatter, campaigns, page layouts, fields, record types, and validation rules.

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

Overview

With Sales Cloud Quick Start, we implement the sales tracking processes included in the Group, Professional, and Enterprise editions of Salesforce. This includes tracking your accounts/companies, contacts, leads, opportunities, products, price books, quotes, forecasts, lead assignment rules, Outlook sync, Chatter, campaigns, page layouts, fields, record types, and validation rules.

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.

Check out More Salesforce Quick Start Packages

Quick Start

Get in touch with us for more information on pricing and delivery models.