Salesforce Sales Cloud Foundation
Implement the foundations for your Sales Cloud journey in 40 hours.
Our Client Success
Salesforce Foundations Implementation Package
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.
2. Configuration
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.
4. Training
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.
Manage Your ERP Evaluation Team
Assign roles, track progress, and facilitate effective communication within the team, ensuring seamless collaboration and a well-coordinated evaluation process.
Define Your ERP Module Requirements
Streamline your ERP evaluation by defining and prioritising the vital modules for your organisation's success. Select the ideal ERP solution customised to meet your module requirements and optimise your business operations.
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.
Book your live Salesforce demo
and start amplifying your success
DWR delivers the tools to amplify success; by bringing the right technology, process framework, and team of business experts together.
We're an award-winning ERP technology partner based in Sydney and Melbourne.
Talk to a business technology expert about your challenges, needs, and business growth goals.
