Challenge
People often find it difficult to implement Salesforce Sales Cloud efficiently. It comes with several challenges, ranging from technical complexities to organizational and user adoption issues such as:
- Tailoring Salesforce Sales Cloud to fit your organization’s specific needs.
- Migrating data from legacy systems into Salesforce Sales Cloud.
- Encouraging sales teams to embrace Salesforce Sales Cloud.
- Integrating Salesforce Sales Cloud with other existing 3rd party systems.
Embracing the Solution
Addressing these challenges requires careful planning, collaboration between different stakeholders, and ongoing monitoring and optimization of the Salesforce Sales Cloud implementation. Working with experienced consultants or partners can also help navigate these challenges more effectively.
Features
Discover business goals and processes with customer.
Set up and customize Lead, opportunity, Account and contact objects.
Setup Lead to opportunity record types and business process.
Setup up to 15 reports and 2 dashboards.
Data import up to 50,000 records in lead, opportunity, account and contact objects. (Data will be provided in CSV format by the client.)
Up to 5 Email alert setup.
Training about Salesforce Lead, opportunity, Account and contact objects.
Salesforce Org Configuration
User Configuration, basic sharing and security
Setup Page Layout andList View Customization
Web to Lead Capture from your website and automatically assignment.
Configure Products and Pricebooks.
Dedicated Point of Contact monitoring, supervision, and control
Configure Einstein Activity Capture
Create simple validation rules for data.
Set up duplicate rules
Add client branding
Remove unneeded tabs and fields
Completion Time
- 2 Weeks
Team
- Consultant
- Salesforce Developer
- Project Manager
- QA Specialist
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