Quick Start Packages

Project Scope and Estimates (Sales Cloud Quick Start Package)

Objective

Sales Cloud Quickstart Package delivers the optimal set up and con?gurations for Sales Cloud of Salesforce.com. This is applicable for any suitable edition that your organization has purchased and will help your organization to scale & drive your business to the next level.

Req. No. 1.0

Objective

Excellent service for the UK at no extra cost.

We have expanded our Salesforce team to such a level in the UK, we can now facilitate 1:1's and you will receive a Face 2 Face visit from one of our Salesforce UK Project Managers wherever you are in the UK. They will analyse your business requirements in detail and carry out a fit-gap analysis with respect to the Salesforce package that you have purchased.

We will work closely with your internal Account team in Salesforce to ensure a successful project together.

At the end of our first meeting, we will have a clear understanding of the configurations we will be implementing in your Salesforce CRM. We call this Field Mapping. Within this meeting we will need your Business Analysts/Key users to share their business requirements with us and also validate our understanding. Following implementation, we will follow up with a personal visit from a Salesforce Trainer to carry out a ½ day or full day training with your key team members.

**One month follow up Health Check**

After your initial free 30-day support package, we will arrange a meeting at your offices to see how your Salesforce CRM is working for you and spend valuable hours going through it with you and your team members.

We are the ONLY company in the UK that is offering this Salesforce Quick Start Package with such a hands on approach in conjunction with Saleforce.com

Req. No. 2.0

Lead Management

Salesforce Lead management process drives your sales pipeline and streamlines your sales process. It also automates lead generation and tracking process to ensure that leads are never dropped. Your Sales team has instant visibility to the latest prospects.

Implementation of Lead Management includes:

Web to Lead configuration

Lead assignment configuration

Validations & workflow configuration

Auto response configuration

Req. No. 3.0

Account and Contact Management

Account and contact management will help you get a complete picture of your customers with everything you need in one place-including key accounts and contacts, account history, customer communications, and internal account discussions.

Followings will be delivered as a part of Account and Contact Management implementation:

Custom field creation in Account and Contact objects, as per your requirement

Setting up new page layout

Setting up new record type

Configuring Email templates

Req. No. 4.0

Opportunity Management

Manage all your opportunities, create quotes and stay connected to the people and information you need to close every sale, from anywhere.

We will deliver the following as a part of setting up opportunity management process:

Opportunity configuration as per your sales process

Setting up products and price books

Setting up templates for quote generation

Work flow set up

Approval process set up

Configuring record types and page layouts

Req. No. 5.0

Campaign Management

Create campaigns and track them to measure campaign effectiveness.

Following work is in scope as part of Campaign Management set up:

Custom field creation

Record type and page layout set up

Configuring Email templates

Campaign ROI reporting

Req. No. 6.0

Reports and Dashboards

Reports and dashboards are key to driving success and adoption for any CRM project. They provide the users a view of past and current performance.

As a part of this package we will create custom reports (upto 10 in number) and dashboard components (upto 2).

Req. No. 7.0

Data Access and Security Set Up

Profiles (different functions in an organization) and Roles control the level of visibility that users have into your organization's data. This is key to a successful CRM system in terms of data security and level of access. We will study your business process and role hierarchy and help to have the right roles and profiles in the system.

As a part of this we will take up following activities:

Custom profile creation

Setting up role hierarchy in system

Defining access to objects, fields etc. for different profiles.

Defining data access rules

Req. No. 8.0

Data Migration

We will migrate your existing data into Salesforce CRM

One-time data migration of leads, accounts and contacts

Customer will be providing cleansed data in given templates.

Req. No. 9.0

User Training

We will provide you with End user and Admin Training to bring your staff up-to-speed with the usage of Salesforce.com. This will also help you with quick user adoption of Salesforce system.

Following implementation, you will receive full on-site training with your key team members at your premises. This will consist of one 1/2 day or one full day depending upon your requirements.