Complete SFA (Sales Force Automation) Lead to Opportunity Sales Process
Up to two record types per object (Up to two different types of data can be captured. For example, for an Account, you could have a Customer, Partner, or Supplier with different sets of fields and business rules)
Opportunity Products for more granular reporting and sales functionality
Workflow Automation (automatic firing of emails, task creation, and field updates)
Up to 6 Reports and 1 Dashboard
Enterprise Edition boosts the Salesforce platform to an extremely high level of efficiency, now introducing Products, Price Books, Forecasting, and automation of events through Workflow. If you’ve made the investment in your business by adopting this Salesforce license, you gain a huge host of new features to provide maximum efficiency to your team.
Validation Rules (Validation Rules help with data quality and business process rules by invoking stop measures, ensuring users enter data at specific times according to your unique processes)
This package builds upon the base Professional Edition package by adding data migration of Accounts and Contacts, as well as Campaign management and email syncing. Think of it as an efficiency enhancement to get up to speed faster and to get more from your investment.
Contact us for a more comprehensive list of what’s included.
Customers looking to get into the Salesforce platform with the great host of Professional Edition features are best served by a consultant showing them the foundational ropes of their new investment. There are many ways to build an application in Salesforce and for newcomers, it helps greatly in the long run to have someone outline the multiple methods and show best practices for this pivotal stage. This package will help customers get comfortable with Salesforce, optimize their sales process, and provide insightful reports and dashboards to guide the team.