High Velocity Sales Quick Start Package$6,950 Completion Timeline:
Approximately 8 Weeks
Project Kickoff and Business Process Reviews
- We’ll discuss your finalized goals for Salesforce, including a customization plan for your sales process.
Lead and Account Setup
- We’ll configure and create fields on leads, accounts and contacts — your customer base.
- We’ll set up opportunity fields for precise sales tracking.
- We’ll configure sales cadence with up to five steps for sales users to follow in high velocity sales.
- We’ll configure the Lightning Dialer to use click-to-call, direct dial, notepad, automatic call logging, and voicemail drops, as well as calling lists.
- We’ll perform a custom, one-hour webinar training session of your Salesforce application.