Brook Preloader

Sales Cloud

Quickstart Package

Completion time

2 weeks

Price

$6,900

Team

1 Consultant

1 Salesforce Developer

1 Quality Assurance

1 Project Manager

Description

Sales Cloud is designed to drive business growth by empowering sales reps to work faster and smarter. Convert more leads, close more deals, and understand the health of your entire organization.

Key Benefits

  • A robust Salesforce solution tailored to your business in a short period of time.
  • Comprehensive 360 degree view of your customer’s data across your company.
  • Drive automation on time-consuming tasks and take the burden off your team’s shoulders.
  • Enhance the communication among your team members and close deals faster.
  • Improved analytical data and reporting.

What’s Included

Assessment:

  • Comprehensive solution design.
  • Roll-out plan.

Configuration:

  • Configure Leads: record types, up to 10 custom fields, validation rules, lead conversion mappings, layouts, up to 5 list views.
  • Configure Accounts: record types, up to 10 custom fields, validation rules, layouts, up to 5 list views.
  • Configure Contacts: record types, up to 10 custom fields, validation rules, layouts, up to 5 List views.
  • Configure Opportunities: up to 5 sales process, record types, up to 20 custom fields, validation rules, layouts, up to 5 list views.
  • Configure Products: record types, up to 10 custom fields, validation rules, layouts, up to 5 list views.
  • Configure Price Books: record types, up to 10 custom fields, validation rules, layouts, up to 5 list views.
  • Up to 5 Workflows for improving business processes automation.
  • Quality Assurance to validate your unique business needs.
  • Data import for Leads, Accounts, Contacts, Products with predefined CSV format.
  • Up to 3 Dashboards to visualize different KPIs at different levels, including required source reports.
  • Dedicated Point of Contact monitoring, supervision, and control.

Training session

  • One complimentary 90min remote training session and “Ask SkyPlanner” weekly office hours up to 3 months after implementation. Training and support available in English and Spanish.

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