01 - Enable.
CRM: The foundation of your technology stack
Why not start with the best?
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25% increase in revenue
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25% increase in marketing ROI
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27% increase in customer retention
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44% increase in productivity
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35% increase in customer satisfaction
We offer standard & custom Sales Cloud implementations to fit your needs
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Business process review workshop
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Quickstart design documentation
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Configured Salesforce solution
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Project timeline
What you get
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Live user acceptance testing
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(2) hour end user training
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(2) hour post go-live support
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Weekly status updates
Quick Start Basic
2 - 3 week implementation
$5,500
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
$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
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