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)

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?

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!