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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

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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)

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

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?

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Salesforce Sales Team Sales Cloud Salesforce Implementation Solution

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