Financial Services Quick Start Package$2,950 Completion Timeline:
Approximately 4 Weeks Download As PDF
Project Kickoff and Strategy Sessions
- We’ll discuss your finalized goals for Salesforce, including a customization plan for your process.
- We’ll configure households for storing household and family data for use in marketing campaigns and reporting.
- We’ll setup contacts to manage individual client goals, objectives, and timelines for the services you’re offering.
- We’ll configure opportunities to be used for deal-tracking so you can see and manage the pipeline with a high amount of detail.
Financial Accounts Setup
- We’ll configure the financial account record to allow for tracking of daily balances, NAV, asset class, and other information.
- We’ll reformat and import a spreadsheet of up to 1,000 rows of data, including contacts, activities, and order history.
- We’ll perform a custom, one-hour webinar training session of your Salesforce application.