HR Service Center Employee Transitions Quick Start Package Completion Timeline: Approximately 6 Weeks Call +1 516 637 2191 or email [email protected] for more information. Project Kickoff and Business Process Reviews We’ll review the project plan for implementation, introduce you to our team of experts, and request access to your Salesforce org. Configure Employee and Transition Plan Objects

HR Service Center App Quick Start Package Completion Timeline: Approximately 6 Weeks Call +1 516 637 2191 or email [email protected] for more information. Project Kickoff and Business Process Reviews We’ll review the project plan for implementation, introduce you to our team of experts, and request access to your Salesforce org. Install HR Service Center Package and Related

Digital Engagement Quick Start Package Completion Timeline: Approximately 4 Weeks Call +1 516 637 2191 or email [email protected] for more information. Project Kickoff and Business Process Reviews We’ll review the project plan for implementation, introduce you to our team of experts, and request access to your Salesforce org. Messaging Channel We’ll install the quip starter managed package

Quip Quick Start Package Completion Timeline: Approximately 2 Weeks Call +1 516 637 2191 or email [email protected] for more information. Project Kickoff and Business Process Reviews We’ll review the project plan for implementation, introduce you to our team of experts, and request access to your Salesforce org. Install Quip Managed Package We’ll install the quip starter managed

On-Demand Salesforce Consultant Completion Timeline: Approximately 2 Weeks Call +1 516 637 2191 or email [email protected] for more information. Expert Services All-inclusive services, includes your Salesforce consultant and an entire team to knock out any task in Salesforce. Use for customization, training, custom code, documentation, reporting, etc. Start and stop work at any time Phone, web meeting,

Slack Quick Start Package Completion Timeline: Approximately 2 Weeks Call +1 516 637 2191 or email [email protected] for more information. Project Kickoff and Business Process Reviews We’ll review the project plan for implementation, introduce you to our team of experts, and request access to your Salesforce org. Workspace Creation We’ll create a Slack Workspace & install the

Salesforce Revenue Intelligence Quick Start Package Completion Timeline: Approximately 6 Weeks Call +1 516 637 2191 or email [email protected] for more information. Project Kickoff and Business Process Reviews We’ll kick off the project and discuss your goals with Revenue Intelligence as well as the data sync and recipes needed for your insights dashboards. Revenue Intelligence Analytics App

Consumer Goods Quick Start Package Completion Timeline: Approximately 8 Weeks Call +1 516 637 2191 or email [email protected] for more information. Project Kickoff and Business Process Reviews We’ll review the project plan for implementation, introduce you to our team of experts, and request access to your Salesforce org. Lead Personalization We’ll personalize leads in Salesforce to ensure

Salesforce Scheduler Completion Timeline: Approximately 4 Weeks Call +1 516 637 2191 or email [email protected] for more information. Project Kickoff and Business Process Reviews We’ll review the project plan for implementation, introduce you to our team of experts, and request access to your Salesforce org. Salesforce Scheduler Setup We’ll conduct two business process reviews to discuss and

Field Service Lightning Quick Start Package Completion Timeline: Approximately 12 Weeks Call +1 516 637 2191 or email [email protected] for more information. Project Kickoff and Business Process Reviews We’ll discuss your finalized goals for Salesforce, including a customization plan for your sales process. Service Region & Workforce Setup We’ll configure your regions, service territories, and locations to

Salesforce CPQ Quick Start Package Completion Timeline: Approximately 16 Weeks Call +1 516 637 2191 or email [email protected] for more information. Project Kickoff and Business Process Reviews Cloud Creations will conduct five strategy sessions Create Catalog Structure and Products We’ll create your product catalog and price lists, and up to 500 product codes Sales and Approval Workflow

Integration Cloud Quick Start Package Completion Timeline: Approximately 8 Weeks Call +1 516 637 2191 or email [email protected] for more information. Project Kickoff and Business Process Reviews We’ll discuss your finalized goals for Salesforce, including a customization plan for your integration process. Integration Design Document We’ll create a document for mapping fields between systems using the fastest

Sales Engagement Quick Start Package Completion Timeline: Approximately 8 Weeks Call +1 516 637 2191 or email [email protected] for more information. Project Kickoff and Business Process Reviews We’ll discuss your finalized goals for Salesforce, including a customization plan for your sales process. Lead and Account Setup We’ll configure and create fields on leads, accounts and contacts —

Sales Cloud + Marketing Cloud Account Engagement Quick Start Package Completion Timeline: Approximately 6-8 Weeks Call +1 516 637 2191 or email [email protected] for more information. Project Kickoff and Business Process Reviews We’ll review the project plan for implementation, introduce you to our team of experts, and request access to your Salesforce org. Lead Personalization We’ll personalize

CRM Analytics Quick Start Package Completion Timeline: Approximately 4-6 Weeks Call +1 516 637 2191 or email [email protected] for more information. Project Kickoff and Business Process Reviews We’ll kick off the project and discuss your goals with CRM Analytics as well as what metrics, reports, and dashboards are desired. Dataset and Lens Development We’ll configure CRM Analytics

Experience Cloud for Partners Quick Start Package Completion Timeline: Approximately 4 Weeks Call +1 516 637 2191 or email [email protected] for more information. Project Kickoff and Business Process Reviews We’ll discuss your objectives for Experience Cloud, including a customization plan for your sales process. Experience Cloud Portal Setup We’ll customize your Experience Cloud Portal using the standard

Marketing Cloud Quick Start Package Completion Timeline: Approximately 4 Weeks Call +1 516 637 2191 or email [email protected] for more information. Project Kickoff and Business Process Reviews We’ll discuss your finalized goals for the Marketing Cloud, including a customization plan for your marketing process. Marketing Cloud Connector We’ll install and configure the Marketing Cloud Connector to Salesforce.

Experience Cloud for Employees Quick Start Package Completion Timeline: Approximately 4 Weeks Call +1 516 637 2191 or email [email protected] for more information. Project Kickoff and Business Process Reviews We’ll discuss your objectives for Experience Cloud, including a customization plan for your sales process. Experience Cloud Portal Setup We’ll customize your Experience Cloud Portal using the standard

Experience Cloud for Customers Quick Start Package Completion Timeline: Approximately 4 Weeks Call +1 516 637 2191 or email [email protected] for more information. Project Kickoff and Business Process Reviews We’ll discuss your objectives for Experience Cloud, including a customization plan for your sales process Experience Cloud Portal Setup We’ll customize your Experience Cloud Portal using the standard

Service Cloud Quick Start Package Completion Timeline: Approximately 4 Weeks Call +1 516 637 2191 or email [email protected] for more information. Project Kickoff and Business Process Reviews We’ll discuss your finalized goals for Salesforce, including a customization plan for your sales process. Account Setup We’ll configure and create fields on accounts — your customer base. Service Cloud

Lightning Migration Quick Start Package Completion Timeline: Approximately 2 Weeks Call +1 516 637 2191 or email [email protected] for more information. Project Kickoff and Business Process Reviews We’ll discuss your finalized goals for the new features included in Salesforce Lightning. User Interface We’ll perform page layout and list view modifications better suited for the Lightning experience. AppExchange

Higher Education Data Architecture Quick Start Completion Timeline: Approximately 4 Weeks Call +1 516 637 2191 or email [email protected] for more information. Project Kickoff and Business Process Reviews We’ll discuss your finalized goals for Salesforce, including a customization plan for customization to your higher ed model. Contact & Admin Account Setup We’ll create your administrative account and

Health Cloud Quick Start Package Completion Timeline: Approximately 4 Weeks Call +1 516 637 2191 or email [email protected] for more information. Project Kickoff and Business Process Reviews We’ll discuss your finalized goals for Salesforce, including a customization to your practice process. Patient Setup We’ll set up your patient for tracking detailed patient information. Care Plan Management We’ll

Financial Services Cloud Quick Start Package Completion Timeline: Approximately 4 Weeks Call +1 516 637 2191 or email [email protected] for more information. Project Kickoff and Business Process Reviews We’ll discuss your finalized goals for Salesforce, including a customization plan for your process. Household Setup We’ll configure households for storing household and family data for use in marketing

Physician Referral Management Quick Start Package Completion Timeline: Approximately 4 Weeks Call +1 516 637 2191 or email [email protected] for more information. Project Kickoff and Business Process Reviews We’ll discuss your finalized goals for Salesforce, including a customization plan for your process. Patient Setup We’ll setup the Patient record for tracking basic details and symptoms. Physician Setup

Marketing Cloud Account Engagement Quick Start Package Completion Timeline: Approximately 4 Weeks Call +1 516 637 2191 or email [email protected] for more information. Project Kickoff and Business Process Reviews We’ll discuss your finalized goals for Salesforce, including a customization plan for your sales process. Salesforce® Integration Install and enable the Marketing Cloud Account Engagement connector. Technical Setup

Salesforce Quick Start for Nonprofits Completion Timeline: Approximately 4 Weeks Call +1 516 637 2191 or email [email protected] for more information. Project Kickoff and Business Process Reviews We’ll discuss your objectives for Salesforce, with a focus on development, fundraising, and outreach. Household and Contact Setup We’ll configure standard fields and create new custom fields for tracking and

Salesforce Maps Quick Start Package Completion Timeline: Approximately 2 Weeks Call +1 516 637 2191 or email [email protected] for more information. Project Kickoff and Business Process Reviews We’ll discuss your goals for Salesforce Maps and your desired configuration options Maps Configuration Create five layers with up to three preset criteria Configure hover fields with related lists from

Sales Cloud Quick Start Package Completion Timeline: Approximately 4 Weeks Call +1 516 637 2191 or email [email protected] for more information. Project Kickoff and Business Process Reviews We’ll review the project plan for implementation, introduce you to our team of experts, and request access to your Salesforce org. Lead Personalization We’ll personalize leads in Salesforce to ensure