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


What we setup

Salesforce Setup

Company information

User setup

Update standard objects

Update standards fields

Up to (20) custom fields

Lead Management

Update Lightning page layout

Lead field mapping

Generate Web to Lead code

(2) custom list views

(1) Lead assignment rule

Account/Contact Management

Update Lighting page layout

(2) custom list views

Account process

Opportunity Management

Update Lightning page layout

(1) configured sales process

(2) custom list views

Campaign Management

Configure basic features

Reports & Dashboards

Standard sales report

(5) custom KPI reports

(1) custom dashboard

(5) dashboard components

Validations & Automations

Up to (5) basic data validation rules

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


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?

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