Description
The Basic Quick Start Package is perfect for small businesses that want to start using Salesforce quickly and effectively. This package sets up the key elements of Salesforce to help your team use the platform without delay. It’s ideal for businesses new to Salesforce that need a strong foundation.
Included Services:
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Salesforce Basic Quick Start Configuration
First, our experts will set up your Salesforce environment following best practices. This includes configuring user roles, profiles, and permissions to ensure that your team members have the right access to data and tools. Additionally, we will set up basic security settings to protect your data.
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Initial Data Import
Next, we will assist with the initial data import, including leads, contacts, and accounts. We ensure that your existing data is accurately and securely moved to Salesforce, so you can start working right away without losing any information.
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Setup of up to 2 Simple Automations
To streamline your business processes, we will configure up to two simple automations, such as workflow rules. These automations can help automate routine tasks, like sending follow-up emails or updating records, allowing your team to focus on more important activities. As a result, these automations reduce manual work and improve efficiency.
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Initial User Training
We provide training for up to 5 users to make sure they are comfortable using Salesforce. This training covers essential functions like navigating the Salesforce interface, managing leads and contacts, and using basic features such as reports and dashboards. Consequently, our training sessions are designed to give your team the knowledge they need to get started confidently.
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Two Weeks of Technical Support
Finally, after the initial setup, we offer two weeks of technical support to address any questions or issues that may come up. Our support team is available to help you make the most of your new Salesforce setup. Whether you need help troubleshooting an issue or have questions about best practices, our team is here to assist you.
Project Duration: 2 weeks
Price: $3,000 USD
In summary, this package is ideal for small businesses looking to quickly implement Salesforce with a focus on essential setup and initial training. Our team will ensure that your Salesforce environment is configured to meet your immediate needs and lay the foundation for future growth. With our expert guidance and support, you can start using Salesforce to improve your business processes and achieve success from day one.
In conclusion, the Basic Quick Start Package offers an affordable and efficient way to get started with Salesforce. It is a smart investment for any small business looking to leverage the power of this leading CRM platform. Let us help you unlock the potential of Salesforce with our professional setup and training services.
