Sales Cloud QuickStart*
Completion Time
Team
- Project Manager and Architect
- Admin
- QA Specialist
Description and Key Benefits
Everything needed to convert more leads, close more deals, and have more intelligence into the state of your revenue pipeline. Includes a 360-degree view of your customer and helps automate time consuming tasks for your sales team. Take the burden off your sales team so they can focus on selling.
What’s Included?
- Business Process Mapping
- Solution Design with documentation
- Roll out strategy
Configuration
- Leads: record types, up to 10 custom fields, validation rules, lead conversion mappings, layouts, up to 5 list views
- Accounts: record types, up to 10 custom fields, validation rules, layouts, list views
- Contacts: record types, up to 10 custom fields, validation rules, layouts, list views
- Opportunities: up to 5 sales process, record types, up to 20 custom fields, validation rules, layouts, list views, Einstein scoring at no extra implementation charge
- Activity, Events, and Chatter: up to 10 custom fields, validation rules, layouts, list views
- Products: record types, up to 10 custom fields, validation rules, layouts, list views
- Price Books: record types, up to 10 custom fields, validation rules, layouts, list views
- Role, Security, Sharing, and User Configuration
- Configuration of Account and Opportunity teams
- Configuration of territory and Lead assignment rules
- Outlook/Gmail Integration/Sync setup (includes Salesforce Inbox)
- Supported on Salesforce Mobile
- Up to 6 flows to improve automation
- Quality assurance review
- Data import for Leads, Accounts, Contacts, Products with predefined CSV format
- Up to 3 Dashboards to visualize different KPIs by hierarchy
- Deployment to QA, UAT, and production
Training Session
- Three complimentary 60 min remote training sessions + 1 hour admin training
Post Go-live
- 2 weeks of post launch support – 10 hours per week
*Focusing on fast development and turnaround for common Salesforce product configurations, a QuickStart implements key Salesforce functionality for a set price and known scope of work.
