Consumer Goods Quick Start Package

$7,950 Completion Timeline:
Approximately 8 Weeks

Call (800) 951-7651 or email [email protected] for more information.

Project Kickoff and Strategy Sessions

  •  We’ll review the project plan for implementation, introduce you to our team of experts, and request access to your Salesforce org.

Lead Personalization

  • We’ll personalize leads in Salesforce to ensure you’re recording and qualifying prospects fast and efficiently.

Account and Contact Configuration

  • We’ll configure accounts for documenting information related to businesses, households, organizations, or agencies involved in the sales process.
  • We’ll customize contacts for managing the personal and relevant details needed to make sales happen.

Opportunity Configuration

  • We’ll configure opportunities for tracking your sales and potential sales pipeline, win rates, competitors, and sales stages for ease of reporting.

Retail Stores and Products Customization

  • We’ll customize retail stores to capture information about each physical location under an account to facilitate visit planning.
  • We’ll create categories and assortments of products to track against retail stores.

Visit Planning and Execution

  • Customize visits for reps to plan and determine what tasks need to be completed at each store.

Maps Configuration and Optimization

  • Create five layers with up to three preset criteria
  • Configure hover fields with related lists from field data
  • Configure up to two routes for optimization, up to 50 stops per route

Salesforce Training

  • We’ll perform a custom, one-hour webinar data import training session to train on importing leads, accounts, and contacts in Salesforce.