Quick Start Package for Sales Cloud

Optimize your use of Salesforce with our services. The Health Check service will improve data quality, user system adoption, and efficiency. Want maximum budget returns? Our Optimization service will reduce expenses, ensuring maximum ROI. Improve your Salesforce operation today.
$ 3000
40 hours of development + 16 hours of consulting. Over 4 weeks.

Project Kickoff and Business Process Reviews

We will initiate the project by reviewing the implementation plan, introducing our team of specialists, and requesting access to your Salesforce organization.

Lead Personalization

Our focus will be on customizing leads within Salesforce to ensure efficient and prompt recording and qualification of prospects.

Account Configuration

We will set up account configurations to effectively document information pertaining to businesses, households, organizations, or agencies involved in the sales process.

Contact Customization

Customizing contacts will be our priority to manage personalized and pertinent details crucial for successful sales transactions.

Opportunity Configuration

Our team will configure opportunities to streamline tracking of your sales pipeline, win rates, competitors, and sales stages, facilitating easy reporting.

Salesforce Training

We will conduct a tailored, one-hour webinar session to provide training on data import, focusing on importing leads, accounts, and contacts into Salesforce.

sales@consultingsalesforce.com

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