Salesforce Revenue Intelligence Quick Start Package$9,999 Completion Timeline:
Approximately 6 Weeks
Project Kickoff and Business Process Reviews
- We’ll kick off the project and discuss your goals with Revenue Intelligence as well as the data sync and recipes needed for your insights dashboards.
Revenue Intelligence Analytics App
- We’ll install and configure the Revenue Intelligence Analytics App to meet the needs of your business. On the homepage, we will surface Opportunity Insights. The Pipeline inspection & Opportunity scoring components will also be configured to prioritize customers and their needs.
Data Sync & Recipes Schedule
- We’ll configure a data sync with your Salesforce data. This includes running a CRM Analytics recipe to create the dataset and schedule them to run in sequence.
Revenue Insights Dashboards
- We’ll configure the three Revenue Insights dashboards: Overview, Team Performance, and Sales Performance, to help sales teams understand trends and gain performance insights to build stronger pipelines.
Einstein Activity Capture & Collaborative Forecasting
- We’ll enable Einstein Activity Capture to sync emails, events and/or contacts to Salesforce from Outlook or Google. Collaborative Forecasting will be configured to help predict and plan the sales cycle from pipeline to closed sales.
Revenue Intelligence Training
- We’ll provide one hour of training on how to configure the Revenue Insights dashboards by adding additional filters.