Quick Start Salesforce Implementation – Professional Edition

Salesforce Implementation Service is designed to help clients swiftly and efficiently launch their Salesforce.com Professional or Enterprise Edition deployment. Our two-week package ensures that you have access to all essential features of SFDC, whether you’re focused on sales Cloud or Service Cloud.

Our implementation service is conducted remotely, allowing us to conduct Business Process Review Sessions and other client interactions online using Live Meeting. During these sessions, our team of Salesforce.com consultants will work with you to map your requirements to Salesforce.com, ensuring that the software is configured to meet the project’s Quick Start requirements.

With our Quick Start Salesforce Implementation Service, you can hit the ground running and start leveraging the power of Salesforce.com in just two weeks. Contact us today to learn more about how we can help you get started.

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 an email to the 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 the 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 of user training

Deliverables

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

Salesforce CRM Implementation Service Pricing

The fee for the 2 weeks Salesforce.com CRM QuickStart package is the US $ 5000

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