5 Day Sales Cloud Quickstart Implementation

Sales professionals are challenged by a constantly changing landscape of customer needs, means of engagement, and organizational priorities. The next generation of CRM tools must be able to respond to this and provide sales professionals with the information they need when they need it and the ability to tailor their engagements to suit ever changing business environments. Our 5 Day Sales Cloud Quickstart solution will provide your organization with the tools necessary to meet these needs.

  • Smart visualization, analytics, and marketing automation will provide your team with the ability to visualize the information you need, when you need it, and the way you need it.
  • The data first platform will allow your team to centralize the capture of business intelligence and interactions with prospects with the support of smart analytics.
  • Deep collaboration capability allows your sales professionals to seamlessly tap the knowledge and network of your entire team.

    Our solution equips your team with the ability to access smart information quickly and engage with prospects proactively in a manner tailored to your business processes. Your application will be built on a scalable and customziable platform that can quickly respond to any changes the business environment.

  • Discovery

    We will learn your business in order to develop a Quickstart solution tailored to your sales process. LEARN MORE

    Configuration

    Our team will build a Sales Cloud application that is ready to perform upon delivery.
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    Reporting & Analytics

    Our solution will provide you with the tools necessary to understand your data and manage your business.
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    Data Management

    Our team will support your Quickstart Data Model with the data you need to operate.
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    Training

    We will provide your end users and stakeholders with the education necessary to best leverage your new Sales Cloud application.
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    Support

    Upon delivery, we will work with you to ensure that your organization can seamlessly adopt your new solution and get back to business.
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    Day 1

    Day 2

    Day 3

    Day 4

    Day 5

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      Business Process Mapping

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      Custom Requirements


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      Security Model Setup

      OWD, Accessibility, Login, and Access restrictions

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      User Setup

      Role Hierarchy, Profile Setup, User creation, Public Groups, Queues. Note: Up to 5 users (Note: Custom Profiles are not available in Group & Professional editions)


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      Custom Fields

      Up to 12 on Standard Objects using standard layouts.

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      Custom Objects

      2 Custom Objects. 12 Custom Fields each.

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      Page Layouts

      Page Layout Changes to up to 4 Standard Objects (Typically Accounts, Contacts, Leads and Opportunities).

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      List Views

      Up to 6 Total.

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      Validation Rules

      Up to 2 per Object.


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      Workflow Rules

      2 Workflow Rules across 2 Objects. Created using Process Builder (excludes Outbound Messaging and only applicable to Professional Edition).

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      Assignment Rules

      2 Assignment Rules (Only available on Leads).

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      Approval Processes

      2 Approval Processes available on 1 Custom Object and all standard Objects; either group or individual approvals.


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      Custom Links

      Up to 2 Custom Links.

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      Communications Templates

      2 Custom Mail Merge templates with fields to be provided by client.

     
     
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      Custom Reports

      3 Reports developed using Report Builder.

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      Custom Dashboard

      Up to 1 custom Dashboard.

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      Reports Refresh

      Using the standard Salesforce feature.

     
     
     
     
     
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      Data Management

      Data import from a predefined CSV file for Accounts, Contacts, and Leads (Note: Imported data is furnished, cleaned, and modified by the customer).

     
     
     
     
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      Training

      End User training on the functionality of the implementation
      – Salesforce basic functionality
      – Using your customizations
      – Building Reports & Dashboards
      – Setting up List Views, Custom Fields, etc.

     
     
     
     
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      Support

      3 Hours of Post Implementation Support; to be used within 1 week after implementation is completed.

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      Communication and Project Management

      Communication of progress and issue mitigation:
      – Daily Status Reports
      – Risk Register
      – Action Item Tracker

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      Deliverable Preparation

      Preparation of project deliverables, which include:
      – Discovery Results
      – Configuration Workbook
      – Data Migration Templates and Results

    DAY 1

    • Discovery

    DAY 2

    • Configuration

    DAY 3

    • Configuration

    DAY 4

    • Configuration
    • Data Management
    • Reports

    DAY 5

    • Training
    • Support

    Our Implementation Timelines Quick View

    5 Day Quick Start Implementation

    Discovery – Day 1

    • Connector.

      Day 1

      Discovery & Business Process Mapping

     

    Configuration – Day 2-4

    • Security Model Setup
      (OWD, Accessibility settings, Login & Access restrictions)
    • User Setup
      (Role Hierarchy, Profile Setup, User creation, Public Groups, Queues) Up to 5 users
      Note: Custom Profiles are not available in
      Group & Professional editions
    • Custom Fields
      Up to 12, on Standard Objects
      Note: Custom Objects, up to 2, each with up to 12 fields each, using standard layouts.
    • Page Layout Changes
      Up to 4 Standard Objects, typically Accounts, Contacts, Leads and Opportunities.

    Data Management – Day 4

    • 01

      This is where you can place additional information on key points related to this topic, keeping things shorter if possible.

    • 02

      This is where you can place additional information on key points related to this topic, keeping things shorter if possible.

    • 03

      This is where you can place additional information on key points related to this topic, keeping things shorter if possible.

    • 04

      This is where you can place additional information on key points related to this topic, keeping things shorter if possible.

    Reports – Day 4

    • Security Model Setup (OWD, Accessibility
      settings, Login & Access restrictions)
    • User Setup (Role Hierarchy, Profile Setup, User creation, Public Groups, Queues) Up to 5 users
      Note: Custom Profiles are not available in
      Group & Professional editions
    • Custom Fields up to 12, on Standard Objects
      Note: Custom Objects, up to 2, each with up to 12 fields each, using standard layouts.
    • Page Layout Changes to up to 4 Standard Objects, typically Accounts, Contacts, Leads and Opportunities.

    Training, Review, Adjustments – Day 5

    • Security Model Setup (OWD, Accessibility
      settings, Login & Access restrictions)
    • User Setup (Role Hierarchy, Profile Setup, User creation, Public Groups, Queues) Up to 5 users
      Note: Custom Profiles are not available in
      Group & Professional editions
    • Custom Fields up to 12, on Standard Objects
      Note: Custom Objects, up to 2, each with up to 12 fields each, using standard layouts.
    • Page Layout Changes to up to 4 Standard Objects, typically Accounts, Contacts, Leads and Opportunities.

    Project Management – Day 1-5

    • Security Model Setup (OWD, Accessibility
      settings, Login & Access restrictions)
    • User Setup (Role Hierarchy, Profile Setup, User creation, Public Groups, Queues) Up to 5 users
      Note: Custom Profiles are not available in
      Group & Professional editions
    • Custom Fields up to 12, on Standard Objects
      Note: Custom Objects, up to 2, each with up to 12 fields each, using standard layouts.
    • Page Layout Changes to up to 4 Standard Objects, typically Accounts, Contacts, Leads and Opportunities.

    Support – Day 5

    • Security Model Setup (OWD, Accessibility
      settings, Login & Access restrictions)
    • User Setup (Role Hierarchy, Profile Setup, User creation, Public Groups, Queues) Up to 5 users
      Note: Custom Profiles are not available in
      Group & Professional editions
    • Custom Fields up to 12, on Standard Objects
      Note: Custom Objects, up to 2, each with up to 12 fields each, using standard layouts.
    • Page Layout Changes to up to 4 Standard Objects, typically Accounts, Contacts, Leads and Opportunities.

    5 Day Quick Start Implementation

    Discovery – Day 1

    Discovery & Business Process Mapping

    Configuration – Day 2-4

    • Security Model Setup

      (OWD, Accessibility settings, Login & Access restrictions)

    • User Setup

      (Role Hierarchy, Profile Setup, User creation, Public Groups, Queues) Up to 5 users

      Note: Custom Profiles are not available in

      Group & Professional editions

    • Custom Fields

      Up to 12, on Standard Objects

      Note: Custom Objects, up to 2, each with up to 12 fields each, using standard layouts.

    • Page Layout Changes

      Up to 4 Standard Objects, typically Accounts, Contacts, Leads and Opportunities.

    • Validation Rules

      Up to 2 per object

    • List Views

      Up to 6

    • Workflow Rules

      (excluding Outbound message WF Actions) Only applicable to Professional Edition

    • Assignment Rules
    • Approval Process

      Only applicable to Professional Edition

    • Custom Links
    • Communication Templates

    Data Management – Day 4

    • Data import from a predefined CSV file.

      This covers only Accounts (with Contacts) OR Leads.

    • Note: Customer supplies data in the predefined CSV file format which should be ready to be imported in SFDC. Data Cleansing or any other modifications to the data file (CSV) is not supported.

    Reports – Day 4

    • Custom Reports using Report builder

      Up to 3 reports

    • Scheduling Reports Refresh

      (standard feature)

    • Dashboards Setup

      One Dashboard

    Training, Review, Adjustments – Day 5

    • End User Training

      The functionality of the implementation

    • How to use Salesforce basic functionality

      How to use all the customizations we performed

      How to create your own Reports & Dashboards

      How to setup List Views, Creating custom fields etc.

    Project Management – Day 1-5

    • Customer Communication
    • Project Management

    Support – Day 5

    • 3 Hours of Post Implementation Support
    • To be used within one week after implementation is completed

    Out of scope services

      • Communication Templates
      • Salesforce to Salesforce
      • Territory Management
      • Visual Workflow
      • Translation Workbench
      • Marketing and Service Cloud features
      • Data Extraction
      • Data Import requiring a third party tool

      • Reporting Snapshots
      • Visualforce page reports
      • Configuring a Reporting tool
      • Custom development with APEX, Visualforce, Websites (Site.com /Force.com Sites), Pages, Triggers
      • Training Material is provided which covers all the items from the solution and how to use the implemented functionality
      • Proactive Support

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