Salesforce Scheduler
$1,950 ($2,950 for external facing scheduling) Completion Timeline:Approximately 4 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.
Salesforce Scheduler Setup
- We’ll conduct two business process reviews to discuss and plan the configuration of scheduler. We’ll setup locations, hours, resources, teams, and skills for internal scheduling.
Salesforce Training
- We’ll perform a custom, one-hour webinar data import training session to train on importing leads, accounts, and contacts in Salesforce.