Enterprise Edition

PACKAGE OVERVIEW

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.

SERVICES

Quick-Start & Head-Start Services for Sales Cloud
Additional Customization Services Available

FEATURES

REQUIREMENTS GATHERING

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.

LEAD MANAGEMENT

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

Web to Lead Configuration
Validations & Workflow Configuration
Lead Assignment Configuration
Auto Response Configuration

CAMPAIGN MANAGEMENT

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.

Campaign Roi Reporting
Campaign Hierarchy Setup
Campaign Influence Setup
Campaign Member Analysis Report

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’.

Custom Field Creation
Page Layout & Record Type Setup
Email Template Configuration
Setup Workflows Configuration

OPPORTUNITY MANAGEMENT

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.

Opportunity Configuration
Validation & Workflow Setup
Setup Approval Processes
Setup Products & Price Books
Quote Templates Setup (1 Max)
Page Layout & Record Type Setup (2 Max)

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.

10 Custom Reports
1 Dynamic Dashboard Up-To 6 Components

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.

OWD Setup
Up-To 3 Custom Profiles
Roles Hierarchy
Up-To 2 Permission Sets

DATA MIGRATION

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.

Onetime Data Migration Of Leads, Accounts & Contacts, Related Activities (No Data Cleansing)

USER TRAINING (REMOTE)

Get your end users and administrator trained to handle their duties to manage your CRM more effectively and efficiently.

Group of 5 -10 End Users
1 Administrator

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.

COMPONENT

Requirements Gathering

Requirements Gathering (Onsite)

Lead Management

Campaign Management

Account & Contact Management

Opportunity Management

Reports & Dashboards

Role & Security Setup

Data Migration

User Training (Remote)

TOTAL HOURS

QUICK-START







HOURS

4


12


8

24


4



52

HEAD-START



HOURS


12

12

8

8

24

16

4

16

8

108