salesforce sales cloud crm
Discovery / Business Process Review
Set up Users
Custom Home Page Dashboard with Sales Pipeline and more
Install Task Manager App
Optimize Page Layouts
Configure Leads, Accounts, Contacts and Opportunities
Custom Sales Process
Two Hour User Training
Two Hour Admin Training
All Silver Features plus
Configure Quotes, Products and Price Books for up to 50 Products
Custom Quote Template
One Custom Object and Relationship
Three Data Validation Rules
One additional custom record type
Up to 3 Custom Workflows or Approvals
Create up to 4 Marketing Campaigns
Six Custom Reports with Dashboard Components
All Gold Features plus
Gap analysis of existing systems
Configure Multiple Sales Processes
Set up multiple lines of business
Set up after-sales processes like delivery or installation
Configure Assets and Contracts
Advanced automations and screen Flows to create Opportunities or other records
User Acceptance Testing
Custom Sales Console
Go Live with Salesforce CRM in Two Weeks!
Whether you are new to Salesforce or you would like to add Sales Cloud CRM on to your existing Salesforce platform, our Salesforce Sales Cloud CRM QuickStart implementations are the best way to quickly get started with the Sales Cloud CRM and start seeing a return on your Salesforce Sales Cloud CRM investment.
Our Salesforce™ Certified professionals get to know your company and map your sales and CRM requirements to Sales Cloud functionality, following Salesforce best practices.
What's included in our Salesforce Sales Cloud QuickStart implementation?
After we review your sales and CRM requirements, we create an implementation plan, which we review with you to ensure that we account for all of your requirements.
We then get to work customizing Salesforce Sales Cloud CRM to your requirements. All packages include:
User Configuration, basic sharing and security
Create a custom branded home page
Set up Salesforce activities- Tasks, Events, Email
Create custom Page Views and List Views for standard objects
Configure Opportunities to your sales process
After everything is set up, tested and working correctly we then import your data for accounts, contacts and leads.
Finally, we hand off your custom Salesforce Sales Cloud CRM implementation to you with an in-person or web based training session for users (some packages also include admin training).
After implementation, we recommend that you subscribe to our CloudAdvisor Professional Saervices for Salesforce program. This ensures that as your company grows and evolves, your Sales Cloud CRM implementation will too. We will handle administration, customization and configuration of the Salesforce Sales Cloud so you can focus on growing your business!