Sales Cloud Quick Start

Description

Sales Cloud empowers sales teams to run with greater speed and efficiency, resulting in more leads converted and more deals closed, while also providing the ability to monitor sales activity and performance.

Benefits

A robust Salesforce solution tailored to your business needs in a short period of time
Comprehensive 360 degree view of your customer data
Automate repetitive tasks so your team can spend more time selling
Elevate team communication and close deals faster
Monitor sales activity and performance with custom analytics and reporting

Package

Analysis:

Comprehensive solution design
Detailed implementation 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 processes, 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 to improve business process 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

One complimentary 90-minute remote training session.

Completion Time

2 weeks

About Pylons

Pylons Cloud Innovations is a Salesforce certified consulting partner based in the Louisville, KY, metro area. With years of collective experience working on the Salesforce platform, our goal is to enable our customers to succeed with Salesforce. From initial implementation through ongoing management and development, we help clients harness the power of Salesforce to drive better business results.