Sales Cloud Packaged Quick Start

Quick and easy packaged Sales Cloud implementation customised by experts

You want your Sales CRM system built in a few days, using pre-configured templates based the expertise of certified and experienced Salesforce consultants, and then customised to your requirements. Our Packaged Quick Start delivers all of this as well as setting you up for long term success with Salesforce.

Included Deliverables

Configured Sales Cloud Environment

Initial configuration of the Sales Cloud system and business application.

Configure Lead - Opportunity Process

Pre-configured Sales CRM system from Lead (enquiry) to Opportunity (closed sales)

Lightning Pages

Lightning pages and associated features, such as Path, Guidance, Kanban view preconfigured based on our experience with other businesses like yours.

Custom Fields

Additional fields pre-configured for businesses like yours.

Duplicate Matching

Standard duplicate matching rules.

Reports and Dashboards

Preconfigured reports and dashboard to get you up and running quickly.

Admin Support

We will provide documentation to support your Salesforce Admin in maintaining the system according to Salesforce best practices.

Workshop Sessions

Two-hour training workshop to show you your new system and answer any questions.

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People

CRM360 certified Salesforce consultants will provide the services to you.

We will need to arrange your training workshop for key stakeholders and your Salesforce Admin.

Prerequisites

You will need to provide us with a user account on your Salesforce system, configured as a System Administrator.

You will need to provide key configuration information to allow us to configure the system according to your needs.

You will need to provide key stakeholders and decision makers for the training workshop and to review the system.

Out of Scope

The Quick Start excludes custom development or automated processes, integration with other systems and configuration of advanced features such as quotes and price books.

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