Sales Engagement
Quick Start Package
Completion Timeline:
Approximately 4 Weeks
Call +1 516 637 2191 or
email [email protected]
for more information.
Sales Engagement
Completion Timeline:
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 — your customer base.
Customized Opportunity
We’ll set up opportunity fields for precise sales tracking.
Sales Cadence
We’ll configure sales cadence with up to five steps for sales users to follow in Sales Engagement.
Lightning Dialer
We’ll configure the Lightning Dialer to use click-to-call, direct dial, notepad, automatic call logging, and voicemail drops, as well as calling lists.
Salesforce Training
We’ll perform a custom, one-hour webinar training session of your Salesforce application.
Trusted by great companies.
From start-ups to Fortune 500s, we help businesses of
all sizes get the most out of their Salesforce
experience.
