Salesforce Quickstart Packages
Accelerate Your Salesforce Journey with Our Quickstart Packages
Completion time:
2-3 weeks
Training Session:
One complimentary remote training session.
What’s Included:
Assessment: Comprehensive solution design and Roll-out plan.
Configuration:
1. Configure Leads record types, up to 10 custom fields, validation rules, lead conversion mappings, layouts, and up to 5 list views. Configure Accounts: record types, up to 10 custom fields, validation rules, layouts, and up to 5 list views.
2. Configure Contacts: record types, up to 10 custom fields, validation rules, layouts, and up to 5 List views.
3. Configure Opportunities: up to 5 sales processes, record types, up to 20 custom fields, validation rules, layouts, and up to 5 list views.
4. Configure Products: record types, up to 10 custom fields, validation rules, layouts, and up to 5 list views.
5. Configure Price Books: record types, up to 10 custom fields, validation rules, layouts, and up to 5 list views.
6. Up to 5 Workflows for improving business process automation. Quality Assurance to validate your unique business needs.
7. Data import for Leads, Accounts, Contacts, and Products with predefined CSV format.
8. Up to 3 Dashboards to visualize different KPIs at different levels, including required source reports.
9. Dedicated Point of Contact monitoring, supervision, and control.
Salesforce Sales Cloud
Experience Business Growth with Salesforce Sales Cloud: Empowering Sales Reps to Boost Efficiency, Increase Conversions, and Gain Valuable Insights into Organizational Performance.
Price: *Starts at $6900
Completion time:
2-3 weeks
Training Session:
One complimentary remote training session.
What’s Included:
Assessment: Comprehensive solution design and Roll-out plan.
Configuration:
1. Configure Leads record types, up to 10 custom fields, validation rules, lead conversion mappings, layouts, and up to 5 list views. Configure Accounts: record types, up to 10 custom fields, validation rules, layouts, and up to 5 list views.
2. Configure Contacts: record types, up to 10 custom fields, validation rules, layouts, and up to 5 list views.
3. Configure Cases: up to 5 support processes, record types, up to 10 custom fields, validation rules, layouts, and up to 5 list views.
4. Configure case contact roles, case team roles, and predefined teams. Configure case queues, case assignment rules, auto-response rules, and case escalation rules.
5. Configure email template for cases-related communication.
6. 5 Automated Workflows for improving business processes. Configure Up to three Dashboards to visualize different KPIs at different levels, including required source reports.
7. Data import for Leads, Accounts, Contacts, and Cases with predefined CSV format.
8. Configure the Salesforce Console for Service.
9. Set up security (Profiles, Roles, and Sharing Rules) and Service Cloud User License assignments.
10. Dedicated Point of Contact. monitoring, supervision, and control.
Salesforce Service Cloud
Elevate Your Customer Service and Support with Salesforce Service Cloud: Unlocking the Power of Automation, Streamlined Workflows, and AI-Powered Assistance to Optimize Efficiency and Delight Customers.
Price: *Starts at $5000
Completion time:
2-3 weeks
Training Session:
One complimentary remote training session.
What’s Included:
Assessment: Comprehensive solution design and Roll-out plan.
Configuration:
1. Set Up a Custom Community URL.
2. Set up Landing Tab or Page with company branding.
3. Set up User profiles.
4. Configure Security for Data Visibility.
5. Profile, Object & Field Level Security.
6. Set up the Communities portal.
7. Set up Community pages for Standard and Custom objects.
8. Set up a self-help Knowledge area.
9. Configure chatter for customers and partners.
10. Lead or Case Assignment Rules
Salesforce Experience Cloud
Enhance Customer Support with Customer Communities: Empowering Customers, Partners, and Employees with an Interactive Self-Service Online Portal for Quick Issue Resolution, Knowledge Sharing, and Engaging Experiences.
Price: *Starts at $6900
Completion time:
2-3 weeks
Training Session:
One complimentary remote training session.
What’s Included:
Assessment: Comprehensive solution design and Roll-out plan.
Configuration:
1. Marketing Cloud Connector Setup.
2. Configure Users (up to 5 system users and 3 custom profiles).
3. Brand Builder Configuration.
4. Setup Sender Profile.
5. Mapping of Leads and Contacts.
6. Connect Salesforce Campaigns.
7. Setup Segments and Data Extensions (up to 5).
8. Email Templates and Automation (up to 5).
9. Journey Builder Configuration.
10. Initial data import (predefined CSV, up to 5000 records).
Salesforce Marketing Cloud
Unleash the Power of Personalized Campaigns and Seamless Customer Experiences with Salesforce Marketing Cloud: Empowering You to Drive Effective Marketing Strategies and Leverage Integrated Digital Tools Across Every Customer Interaction.
Price: *Starts at $5000
