Sales Engagement 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 discuss your finalized goals forSalesforce, 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.

Customized Opportunity

  • We’ll set up opportunity fields for precise sales tracking.

Sales Cadence

  • We’ll configure sales cadence with up to five steps for sales users to follow in Sales Engagement.

Lightning Dialer

  • 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.

Salesforce Training

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