Standard Quick Start Package

$6,000.00

  • Target Audience: Medium-sized businesses
  • Comprehensive Configuration:
    • Custom objects, fields, and page layouts
    • Aligns with specific business processes
  • Initial Data Import:
    • Leads, contacts, accounts, and opportunities
    • Ensures data integrity and accuracy
  • Advanced Automations:
    • Up to 5 advanced automations
    • Includes process builder and approval processes
  • User Training:
    • Training for up to 10 users
    • Covers advanced functionalities and best practices
  • Custom Reports and Dashboards:
    • Tailored to business needs
    • Provides real-time insights
  • Technical Support:
    • Four weeks of support post-setup
    • Assists with questions and issues
Category:

Description

The Standard Quick Start Package is perfect for medium-sized businesses that need a more complete Salesforce setup. This package goes beyond the basics to include more detailed configurations and personalized training. It’s great for businesses that have more complex needs and want to fully use Salesforce.

Included Services:

  • Complete Salesforce Setup

    First and foremost, we will set up Salesforce to meet your business needs. This includes setting up custom objects, fields, and page layouts to make sure Salesforce fits your business processes. Our team will work closely with you to understand your needs and set up a configuration that supports your goals.

  • Initial Data Import

    Next, our team will handle the import of your existing data, including leads, contacts, accounts, and opportunities. Moreover, we ensure data accuracy during the move, so your information is correctly transferred and ready to use.

  • Setup of up to 5 Advanced Automations

    To improve your business workflows, we will set up up to five advanced automations. This includes using tools like Process Builder and approval processes. As a result, these automations can save time by automating repetitive tasks and making sure important steps are followed.

  • Initial User Training

    Furthermore, we provide training for up to 10 users to make sure they are comfortable using Salesforce. This training covers advanced functions, customization options, and best practices for using Salesforce. Consequently, by the end of the training, your team will be ready to use Salesforce effectively.

  • Custom Reports and Dashboards

    Additionally, we will create custom reports and dashboards to fit your business needs. This ensures you have real-time insights into your key performance indicators and business metrics. Therefore, the right reports and dashboards help you make informed decisions and track your progress.

  • Four Weeks of Technical Support

    Lastly, after the setup, we provide four weeks of technical support to help with any questions or issues. Our support team is dedicated to making sure your move to Salesforce goes smoothly. Whether you need help with an issue or have questions about best practices, we are here to assist you.

Project Duration: 4 weeks

Price: $6,000 USD

In summary, the Standard Quick Start Package is ideal for medium-sized businesses that need a more tailored Salesforce setup. With advanced configurations and personalized training, your team will be ready to use Salesforce to its full potential. This package provides everything you need to get started quickly and effectively, ensuring your Salesforce setup supports your business goals. Our team will guide you every step of the way, from initial setup to ongoing support, so you can focus on growing your business.

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