Salesforce Sales Cloud Foundation
Our Client Success
Are you new to Salesforce? We offer an affordable package that is perfectly designed to get you up and running in a short time, and on a limited budget.
Scope of Project 40 hours – $5,500 + GST Fixed Fee
1. Discovery Session
We will arrange time to gather your requirements and learn about your business and your processes. This will allow us to uncover and document what we need to capture and track in Salesforce and the key reporting metrics that 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)
- Users, Roles and Profiles
- Set up Opportunity Management
- Chatter Collaboration
- Lead Capture and Management
- Product and Services Setup
3. Reports & 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 configuration.
ERP Requirements Planning Tool Kit
Simplify the complex task of selecting the right ERP solution for your business with our comprehensive Requirements Planner. Our expertly designed tool helps you identify, prioritise, and articulate your organisations specific ERP needs, ensuring that you find the perfect fit for your unique requirements.
Refine Your ERP Functionality Requirements
Enhance your ERP evaluation process by fine-tuning your functionality requirements with our comprehensive feature list, organised by module. Simplify the task of identifying and prioritising the specific functionalities your business needs to streamline operations.
Create Your ERP Evaluation and Implementation Timeline With Your Target Milestones
Effortlessly outline your ERP evaluation and implementation journey with our customisable timeline feature. Set target milestones and track progress as you navigate through the process. Our intuitive tool empowers you to plan and visualise key stages, ensuring a structured and successful ERP evaluation and implementation within your desired timeframe.
Get a Visual Representation of Your ERP Project Implementation Progress
Gain a clear and visual representation of your ERP project implementation progress with our dynamic tracking feature. Our tool provides intuitive charts and graphs that showcase key milestones, tasks, and their completion status. Stay informed, monitor progress, and ensure a smooth and successful implementation of your ERP solution.