Start
Get up and running in Salesforce with this rapid implementation of the Sales Cloud basics.
App Creation
Set up users
Set up of security model to determine who sees what in the system
Configuration of Leads, Accounts, Contacts, Opportunities and Activities
Mapping and set up of 1 sales process
Integration with your website enquiry form and Leads in Salesforce
Data loaded from old systems or spreadsheets
Outlook or email integration
10 report and 1 dashboard
Half day training session for either end users, administrators or a combination of the two
4 hours of aftercare support after go live to be taken over 2 weeks
3 month system review