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.