Salesforce Foundations Package
New to Salesforce? We'll get you up and running in a short time, and on a fixed budget.
Begin your Salesforce journey for a fixed fee of $5500
Our foundation package includes:
During this session we’ll gather your requirements and learn about your business. We’ll also document what we need to capture and track in Salesforce and the key reporting metrics you need to run your business.
Once we understand your business we will configure Salesforce accordingly. The Foundations package includes.
– Company Profile
– Account and Contact Management
– Automation Rules (5 max)
– User, Roles and Profiles
– Set up Opportunity Management
– Chatter Collaboration
– Lead Capture and Management
– Product and Service Setup
Reports and Dashboards
Once the configuration is complete we will create up to 10 reports and 1 dashboard allowing you to view and track your business’s performance and key metrics in real time.
We will create training documentation focused on your business processes and provide end user training on your Salesforce instance.