SALESFORCE QUICK START IMPLEMENTATION:

 

BASIC CRM PACKAGE $2,500

PRE-IMPLEMENTATION

Discovery Sessions(2-3 Sessions) – 4 Hours

Business Process Review

Requirements Analysis

IMPLEMENTATION

Organization Set Up

Company

Users

Profiles

Roles

Object Customization

Standard Objects and Standard Fields(Leads, Accounts, Contacts, Opportunities)

Call logs, Sending Emails

Task Logging and Event Creation

 

Data

Up to 2,000 records Upload of each object

 

Reporting

Reports (up to 5 Reports)

Dashboards (1 Dashboard)

Training

User training (1 to 2 hours)

Transition to Administrator (1 to 2 hours)

 

$2,500

 

 

 

 

 

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CUSTOM CRM PACKAGE $5,000

PRE-IMPLEMENTATION

Discovery Sessions(2-3 Sessions)

Business Process Review

Requirements Analysis

IMPLEMENTATION

Organization Set Up

 

Company

Users

Profiles

Roles

Object Customization

Standard Objects and Standard Fields(Leads, Accounts, Contacts, Opportunities)

10 Custom Objects and 10 Custom Fields per object

5 Validation Rules per object

5 Workflows/Process Builders per object

Call logs, Sending Emails

Task Logging and Event Creation

Data

Up to 5,000 records Upload of each object/Total of 20,000 Records

 

Reporting

Reports (up to 10 Reports)

Dashboards (2 Dashboard)

Training

User training (2 to 4 hours)

Transition to Administrator (2 to 4 hours)

Support

Helpdesk support to users (1 day)

$5,000

 

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