01 - Enable.

CRM: The foundation of your technology stack

Why not start with the best? 

• 25% increase in revenue

• 25% increase in marketing ROI

• 27% increase in customer retention

• 44% increase in productivity

• 35% increase in customer satisfaction

We offer standard & custom Sales Cloud implementations to fit your needs

• Business process review workshop

• Quickstart design documentation

• Configured Salesforce solution

• Project timeline

What you get

• Live user acceptance testing

• (2) hour end user training

• (2) hour post go-live support

• Weekly status updates

Quick Start Basic

2 - 3 week implementation

$5,500

Additional Features*

Integrations: connecting Salesforce to other systems

Data Migration: extract, transform, & load

Custom Development: APEX & Lightning

Reporting: Additional custom reports & dashboards

Advanced Workflow Rules: Email alerts & field updates

Advanced Automation: Process builder & flows

​

*Additional features are available to both Basic & Pro packages, and are delivered on a time & materials basis with change orders

Quick Start Pro

4 - 5 week implementation

$10,000

What we setup*

Salesforce Setup

Up to (30) custom fields

Up to (2) custom objects

Updated home page

Enable "My Domain"

Branded My Domain login

Basic Gmail/Outlook integration

Chatter setup

(2) custom apps

Setup security & access

Setup basic profiles & role hierarchy

Install (1) AppExchange App

​

Lead Management

(2) custom page layouts

(2) Lead assignment rules

Enable Lead history

Up to (2) record types

​

Account/Contact Management

(2) custom page layouts​

Setup converted Leads view 

Enable Account history

Opportunity Management

(2) custom page layouts

(2) configured sales process​

(2) custom list views

(1) automated opp process

Enable Opportunity history

Up to (2) record types

Setup (1) Pricebook

Up to (10) Products

​

Campaign Management

Upload of existing Campaign Data & Lists**

​

Reports & Dashboards

Up to (10) custom KPI reports

(2) custom dashboard

(10) dashboard components

Custom report types

​

Validations & Automations

Up to (10) data validation rules

Up to (2) advanced business process automation

​

*This package includes everything in the Basic package plus additional features above

**All data uploads are required to be extracted by the customer, cleaned, & de-duped prior to handing to delivery

Custom Salesforce Implementation

Do the packages above not fit your needs?

Do you want to take Salesforce to the next level ?

Join other teams crushing goals with Bluewave

Companies that work with us grow