Sales Cloud 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 sales process.
Lead and Account Setup
- We’ll configure and create fields on leads and accounts.
Customized Opportunity and Product Setup
- We’ll configure and create fields on accounts and contacts — your customer base.
- 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.