Sales Cloud Quick Start Package
Completion Timeline: Approximately 4 Weeks
Call +1 516 637 2191 or email support@thecloudfountain.com for more information.
Project Initiation and Business Process Evaluation:
Our team will present the strategic roadmap for the execution of the project, acquaint you with our proficient cadre of specialists, and solicit access to your Salesforce organization.
Sales Cloud Configuration
- Lead and Account Setup and Customization
- Configure Lead-To-Opportunity Business Process
- Configure Opportunity to track Sales and pipeline, win rates, competitors, and sales stages for ease of reporting.
Data Import
Data Import (Max 50,000 records) for Leads, Accounts, Contacts, Products with a Predefined CSV Format
Benefits:
- Comprehensive 360 degree customer view
- Increase user adoption
- Automate business processes
- Close deals faster
Training (uptown 10 hrs)
Training provide for successful adoption
Reporting
Create 10 reports and 2 Dashboards
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From start-ups to Fortune 500s, we help businesses of all sizes get the most out of their Salesforce experience.
