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.