Financial Services Quick Start Package

$2,950 Completion Timeline:
Approximately 4 Weeks

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

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Project Kickoff and Strategy Sessions

  • We’ll discuss your finalized goals for Salesforce, including a customization plan for your process.

Household Setup

  • We’ll configure households for storing household and family data for use in marketing campaigns and reporting.

Contact Setup

  • We’ll setup contacts to manage individual client goals, objectives, and timelines for the services you’re offering.

Opportunity Setup

  • 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.

Spreadsheet Import

  • We’ll reformat and import a spreadsheet of up to 1,000 rows of data, including contacts, activities, and order history.

Salesforce Training

  • We’ll perform a custom, one-hour webinar training session of your Salesforce application.