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Sales Cloud Salesforce Implementation Solution
Shortening Selling Cycles With Salesforce Sales Cloud Implementation Solutions
Salesforce Sales Team Sales Cloud High-Level Implementation Services Proposal
Salesforce Sales Cloud
- Lead Management, including Lead Qualification & Conversion Process
- Configure Account, Contact, including deduplication rules
- Activities, emails and events
- Web to Lead Form
- Setup Products, Pricebooks, and Opportunity Management (Sales Cycle)
- User Management & Security (Setup User Roles & Profiles)
- Develop 4 Automations (medium complexity)
- Standard Reports and Dashboards (1 Dashboard / 5 Reports
- Data Migration of Accounts and Contacts
- Client responsible for Data Cleansing and Transformation
Training and Documentation
- End User Training: Five (5) Hours available between IT & Business
- Training Material: PowerPoint and Video Recordings
- Business Requirements Document (BRD)
Add-Ons (High-Level Options)
- CPQ (Fees based on scope)
![](https://ninzio.com/sublime/wp-content/uploads/2021/04/a-2.png)
![](https://ninzio.com/sublime/wp-content/uploads/2021/04/a-2.png)
![](https://ninzio.com/sublime/wp-content/uploads/2021/04/a-1.png)
![](https://gettectonic.com/wp-content/uploads/2024/04/qtq80-MDCMC1.jpeg)
Timeline Highlights
Weeks 1 – 2
- Kickoff
- Discovery Sessions
- Define Data Model
- Design Review
Weeks 2 – 7
- Set up Leads, Account, Contact, Products, Price Books, Opportunity and Activities
- Web to Lead form
- Set-up User Management Security
- Migration of Accounts and Contacts
Weeks 8 – 9
- Training
- User Acceptance Testing (UAT)
- Modifications / Tweaks
Weeks 9 & 10
- Production Deployment/Soft Launch
- Support
8-10 Weeks
![](https://ninzio.com/sublime/wp-content/uploads/2021/04/a-2.png)
![](https://ninzio.com/sublime/wp-content/uploads/2021/04/a-1.png)
![](https://gettectonic.com/wp-content/uploads/2024/04/Lead-Assignment-Automation-for-Salesforce3.jpg)
Salesforce Sales Team Sales Cloud Salesforce Implementation Solution
Salesforce Sales Team Sales Cloud Salesforce Implementation Solution
Ready for a Salesforce Sales Team Sales Cloud Salesforce Implementation Solution?
Explore the possibilities of Salesforce Sales Team Salesforce Implementation Solution based on your company’s goals. Tectonic is ready to partner with you, offering support at every stage of your Salesforce journey. Reach out online to request more information or schedule a call – we look forward to discussing your needs!
Salesforce Sales Team Sales Cloud Salesforce Implementation Solution