Quick Start Salesforce.com Implementation Service – Professional Edition

Quick Start Salesforce.com Implementation Service 2 week package provides clients with a quick and effective way to start to your Salesforce.com Professional or Enterprise Edition deployment. The 2 week package ensures that you start on all key functionality of SFDC. Quick Start Salesforce.com Implementation Service is either for sales Cloud or Service Cloud. This is a two week remote service package where Business Process Review Session and other client interactions are conducted online using Live Meeting. Subsequent to Business Process Review session, our Salesforce.com consultants will map your requirements to Salesforce.com and ensure that software is configured to meet the Quick Start requirements of the project.

Salesforce.com Edition

This quickstart package is recommended for:

  • Salesforce.com Professional Edition
  • Salesforce.com Enterprises Edition

We will assist you in getting a quick start with following functionality (depending on your edition):

Sales Cloud Quick Start

  • Lead Management Configuration (including web to lead)
  • Contact and Account Management Configuration
  • Opportunity Management Configuration
  • Campaign Management Configuration
  • Products and Price Lists Configuration
  • Custom Object Development (for functionality not available in SFDC)
  • Report and Dashboard Development (10 Custom Reports and 2 Dashboards, 20 Components each)
  • HTML Email Communication Templates (1 Letterhead and 10 Email Templates)
  • Workflow rules and alerts (5 workflow rules)
  • AppExchange deployment (2 applications from AppExchange)
  • Data Migration of Leads, Accounts and Contacts (1 Single source Excel File each for Lead & Accounts / Contacts)
  • 2 hour Training Session via Live Meeting with your users
  • 2 hour Handover with your System Administrator via Live Meeting

Service Cloud Quickstart

  • Contact and Account Management Configuration
  • Case Management Configuration (including web to case and email to case)
  • Assets, Contracts Management Configuration
  • Solutions & Knowledge Configuration
  • Service Cloud Console
  • Custom Object Development (for functionality not available in SFDC)
  • Report and Dashboard Development (10 Custom Reports and 2 Dashboards, 20 Components each)
  • HTML Email Communication Templates (1 Letterhead and 10 Email Templates)
  • Data Migration of Leads, Accounts and Contacts (1 Single source Excel File each for Lead & Accounts / Contacts)
  • 2 hour Training Session via Live Meeting with your users
  • 2 hour Handover with your System Administrator via Live Meeting

We work with your administrator to ensure that they are trained and ready to take over from us. We will give the Requirements and Design documentation to help them manage the instance. We will also create a road map to help you meet future business needs and achieve high end-user adoption and more efficient use of your CRM investment.

Note: Quick Start services are for advanced deployments. We do not cover the functionality of customizable forecasting, complex workflows, data migration from multiple sources, contracts and entitlements, complex reports and dashboards. Quick Start assumes users have taken online training of Salesforce.com and there will be standard security roles and profiles.

Quick Start Salesforce.com Implementation Service 2 week Plan

Pre Project
  • One-hour project kick-off call to plan & coordinate
Day 1
  • Business Process Review
  • Requirements Analysis
Day 2
  • Design Quick Start
Day 3
  • Organization setting, Users, Profiles, Roles
  • Customize standard objects
Day 4
  • Customize standard objects
Day 5
  • Customize custom objects
Day 6
  • Data upload
  • Review with client project manager
Day 7
  • Reports
  • Dashboards
Day 8
  • Reports
  • Dashboards
Day 9
  • Rapid Changes (minor adjustments)
Day 10
  • 2 hour system administrator transition
  • 2 hour user training

Deliverables

  • Business Process review
  • Configured Application, Reports and Dashboards with Data Uploads
  • Knowledge-transfer document
  • User Training
  • Administration KT Session

Pricing

The fee for the 2 week Salesforce.com CRM QuickStart package is US $2,900

Contact us today to schedule a free one hour consultation to evaluate if Salesforce.com Quick start Deployment is recommended for your business. If you have a custom requirement write to us for a custom quote.