Salesforce/CRM Implementation and Configuration

Sales Cloud Quickstart Implementation Services

Professional Edition Lite

  • Discovery and Design session
  • Up to six Custom Reports and one Dashboard
  • Lead Process and Opportunity Sales Process
  • Up to 10 users
  • Configuration Review Session
  • Project Management
  • 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.

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Professional Edition Full

  • Discovery and Design session
  • Data Migration of Leads, Accounts and Contacts
  • Up to six Custom Reports and one Dashboard
  • Lead Process and Opportunity Sales Process
  • Up to 10 Users
  • 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)
  • Email Templates
  • Project Management

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.

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Enterprise Edition

  • Discovery and Design sessions
  • 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
  • Quote Templates
  • Workflow Automation (automatic firing of emails, task creation, and field updates)
  • Up to 6 Reports and 1 Dashboard
  • On-site Training

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.

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Performance Edition

  • Discovery and Design Sessions
  • Contact us for a more comprehensive list of what's included

Performance Edition is the ultimate Salesforce edition, including Data.com, Work.com and the Console. These features open new doors for how your team interacts with the platform.

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Add-Ons

3rd Party Apps

    If during the implementation we determine an AppExchange application would be a good fit, we’ll scope out how many hours the work would be to implement the app(s), billable at our standard hourly rate.

Apex Triggers

    Custom Apex trigger implementation services are available (for automating certain events on the platform). We’ll scope out how many hours the work would be to implement, billable at our standard hourly rate.

     

VisualForce Pages

    Custom Visualforce page creation services are available. We’ll scope out how many hours the work would be to implement, billable at our standard hourly rate.

     

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Service Cloud Quickstart Implementation Services

Standard

3-4 WEEKS

  • ON-SITE NYC DISCOVERY AND DESIGN SESSION
  • SERVICE CLOUD CONSOLE CONFIGURATION
  • ASSIGNMENT RULES
  • AUTO-RESPONSE RULES
  • ESCALATION RULES
  • WEB TO CASE
  • EMAIL ROUTING ADDRESSES
  • EMAIL TEMPLATES
  • QUEUES
  • OUTLOOK SYNC CONFIGURATION
  • CONFIGURATION REVIEW
  • ON-SITE NYC TRAINING SESSION

Premium

4-5 WEEKS

  • ALL OF THE STANDARD DELIVERABLES PLUS
  • ADDITIONAL DISCOVERY AND DESIGN SESSION
  • KNOWLEDGE
  • LIVE AGENT CONSOLE

Communities Quickstart Implementation Services

Standard Community

50 hours

  • ON-SITE DISCOVERY, REVIEW OF EXISTING IMPLEMENTATION
  • USER AND SECURITY CONFIGURATION
  • LIST VIEWS FOR CUSTOMIZED VIEWING
  • STANDARD COMMUNITY FEATURES (NO CUSTOM CODE)
  • MEMBER MANAGEMENT, LOGO AND LOGIN PAGE, COLORS
  • EMAIL TEMPLATES
  • MOBILE CONFIGURATION
  • UP TO 8 REPORTS
  • ON-SITE TRAINING

Communities Add-Ons

Varies

  • SINGLE-SIGN ON (FACEBOOK OR GOOGLE APPS, FOR EXAMPLE)
  • SALESFORCE KNOWLEDGE, CASES FOR SUPPORT, IDEAS
  • CUSTOM USER INTERFACE (DESIGN TO LOOK LIKE A WEB SITE)
  • FLEXIBLE HOURLY BILLING FOR FOLLOW-UP CHANGES

Support / On-Going Efficiencies and Optimizations

Standard

10 HOURS, NO EXPIRATION

  • CONFIGURATION SERVICES
  • APEX AND VISUALFORCE SERVICES
  • TRAINING SERVICES

Premium

10 HOURS/M (1 MONTH FREE PER MONTH), ANNUAL CONTRACT, QUARTERLY BILLING

  • ALL OF THE STANDARD DELIVERABLES PLUS:
  • WEEKLY MEETINGS FOR EFFICIENCY GAINS
  • MONTHLY FEATURE OPTIMIZATION REVIEWS
  • SEASONAL RELEASE FEATURE REVIEWS
  • MONTHLY TRAINING SESSIONS
  • CREATE A LONG-TERM FUNCTIONALITY ROADMAP

Certifications

Partner With Confidence.