Manufacturing Quick Start Package

$6,999 Completion Timeline:
Approximately 8 Weeks

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

Project Kickoff and Business Process Reviews

  •  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 Configuration

  • We’ll configure accounts for tracking your customers, including billing locations, shipping locations, and industry details.

Opportunity Configuration

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

Sales Agreement Implementation

  • We’ll implement one sales agreement, to include customer types, product types, contract values, pricing, payment terms, and delivery schedule

Approval Process Setup

  • We’ll configure one approval process with up to three criteria-based steps for agreement pricing and discounting

Forecasting Rules Creation

  • We’ll create rules for how forecasts are generated, such as type of historical data and market trends, and to assign rules to specific accounts

Salesforce Training

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