Our Quick Start packages give you lightning start. They are designed to help you with the technical aspects of the implementation and get your team up to speed with the new technology as quickly as possible.
Our SFDC consultants will assess your existing business processes and advise you on best practices, specific to your business, to adopt salesforce.com as your CRM. We will map your business processes to Salesforce.com’s features and functionalities to give you a better understanding of how to leverage Salesforce.com to facilitate your sales functions.
Leads are the key to open your sales pipeline. Your team will have good eye and hold on each lead and its source so that no lead dropped from the crack
Add effectiveness to your lead generation process by mapping their source with correct campaign to report on ROI. Keep your sales and marketing teams working hands in hands.
ACCOUNT & CONTACT MANAGEMENT
We’ll streamline and integrate all your customer information including key contacts, account history, customer communications and internal account discussions to give you the ‘Big Picture’.
Manage your deals under opportunities, create multiple price books associate products/services, generate quotes to email and be on top of every opportunity coming in to close more sales with appropriate sales cycle.
REPORTS & DASHBOARDS
It’s important to track your efforts in a sales process to stay on the right path. We will give insight on trends on your data in your CRM. Be proactive with correct trends and numbers handy.
SECURITY ARCHITECTURE SETUP
To ensure that your users and managers have access to the information that they need, we can set up the roles (to control visibility of data) and design the hierarchy to protect your business and your data.
Need to start where you left? We will import your legacy sales data in your new system to give you a quick start from where you left in past.
USER TRAINING (REMOTE)
Get your end users and administrator trained to handle their duties to manage your CRM more effectively and efficiently.
CHOOSE WHAT IS BEST FOR YOU
With our service packages you are backed up with our global team of certified professionals having direct access to Salesforce.com product and technology development teams, and they bring best practices from hundreds of successful implementations. If you are working with a partner or managing your own implementation, you can use our expert services to drive your business process development on the cloud.
Requirements Gathering (Onsite)
Account & Contact Management
Reports & Dashboards
Role & Security Setup
User Training (Remote)