Salesforce Pro Suite Quickstart

Salesforce Pro Suite Quickstart from $9,900

Embarking on a Salesforce journey? Let Summit Technologies guide your path. Here's why we stand out:

• Transparent Estimation: Receive a no-cost estimate, detailing cost and timeline for a smooth implementation.

• US-Based Expertise: Our consultants, all fluent English speakers, are 100% based in the U.S., ensuring clear communication.

• Certified Brilliance: Our team boasts Salesforce-certified consultants, guaranteeing expert-led implementations done to Salesforce best practices.

• Guided Delivery: Every Quickstart project benefits from the oversight of a dedicated Delivery Manager, ensuring even complex needs are met seamlessly.

• Proven Processes: We've honed proprietary tools and methods that guarantee successful Quickstart project deliveries every time.

• Future-Forward Focus: We ensure your initial success and guide you toward harnessing Sales Cloud's full potential for long-term growth and automation.

Pro Suite Quickstarts include the following Marketing Functionality:

• Discovery​

  • Determine fields to sync from CRM to Pardot

• Set up Pardot Salesforce CRM Connector

• Lead Scoring

• Pardot Campaigns

• Update CRM Lead and Contact pages

• Website Tracking Code

• Set up Vanity Tracker Domain for Branded Pardot Hosted Links

• Set up Landing Page

• Create Drip Campaign​

• Marketing Training​​

  • Set up Landing Pages

  • Create Email Templates

  • Create Drip Campaign

  • Automation Rules

  • Webforms and handlers

Pro Suite Sales Cloud Quickstart Packages Include:

• Silver Package:

  • User setup & security configuration

  • Customized user interface

  • Essential CRM setups: Leads, Accounts, Contacts, Opportunities

  • Custom field creation

  • Sales process & Opportunity stages alignment

  • Email sync for Outlook/Gmail

  • Insightful reports & dashboards

  • 2 hours each of User & Admin training

• Gold Package (Includes Silver features): Note: For brevity, only unique features need to be listed as the rest are already included in Silver.

• Platinum Package (Encompasses Silver & Gold):

  • Post-sales process setup

  • Advanced record-level security & sharing

  • Inclusions of Assets & Service Contracts

  • Order management

  • Payment processing

  • Sales forecasting & console

  • Advanced automations, including complex pricing rules

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Pro Suite Service Cloud Quickstart Packages Include:

• Silver

• 3-6 week implementation

• Set up users & field and object security

• Optimize user interface based on client needs

• Configure Accounts and Contacts

• Set up email to case and web to case

• Set up one case type, optimize existing picklist fields

• Create custom case fields as needed

• Set up Case Assignment and Case Queue

• Set up email sync with Outlook or Gmail

• Email Templates

• Duplicate record management

• Reports and Dashboards

• Two hours of User training

• Two hours Salesforce admin training

• Gold - All Silver features plus

• 6-8 week implementation

• Additional case types

• Service console

• Case escalation and SLA

• Set up Service Contracts and Assets

• Custom objects and relationships

• Custom object record types

• Data validation rules

• Business process automation

• Approval processes

• Set up Marketing Campaigns

• Additional reports and dashboards

Summit Technologies ensures a comprehensive Pro Suite experience. From basic needs to intricate processes, we've got a package that's just right for your business