Sales Cloud Quick Start

Sales Cloud

Since 2010, we’ve been delivering tailored Salesforce solutions to help meet our client’s unique requirements. We are led by former Salesforce employees and leverage years of experience and industry best practices to ensure a successful implementation. SkyVenn can also help you scale your investment into other Salesforce solutions that include CPQ, Service, Marketing, Experience Cloud, Lightning/Apex development and more...

Sales Cloud Quick Start ($4,000 USD / $5,000 CAD)

Our Sales Cloud Quick Start is designed to get your sales team up and running quickly with some of the most common features and functions available within the Salesforce platform.

 Key Benefits

  1. Fast time to value (typically up and running within 2-3 weeks)
  2. Expert guidance on transitioning your business requirements into the Salesforce platform
  3. Certified Salesforce consultants with experience across various Salesforce products and services

Design and Discovery

  • Project kick-off call and requirement gathering session
  • Review the goals of your business and how Salesforce can be used
  • Discuss your key lead, account, sales and activity management processes
  • Define up to 8 key reports needed by management
  • Weekly project check-in calls to review progress and next steps

Salesforce Configurations

  • Create users, confirm user interface settings and delete existing sample data
  • Update navigation tabs, add logo and adjust colour scheme to match your company branding
  • Update Lead, Contact, Account and Opportunity page layouts + create up to 20 custom fields
  • Configure 1 Lead process + 1 Opportunity process to align with your selling methodology
  • Enable standard Salesforce Mobile settings
  • Create up to 8 reports on 1 company dashboard. Example reports may include:
    • New sales pipeline created by account manager by time period (month, quarter, or year)
    • Sales forecast by account manager by time period (month, quarter, or year)
    • Activities completed by account manager by time period (month, quarter, or year)
  • Create 1 basic Flow process (i.e. Automation) and up to 2 Validation Rules. Examples may include:
    • If an Opp enters a specific stage, specific team members are notified via an email alert
    • If an Opp is Closed Lost, make additional fields mandatory to understand why we lost
    • If an Opp is Closed Won, update the Account Type field to customer
  • Set up 1 standard Salesforce Web-to-Lead form **
  • Set up 1 basic Lead Assignment process
  • Set up Einstein Activity Capture to sync Emails, Calendar Events and Contacts with Gmail/Outlook **
  • Review how Salesforce Campaigns is used to manage marketing efforts (e.g. trade shows)
  • One-time import of your Accounts and Contacts into Salesforce via Excel templates

Salesforce Training

  • 3 hours of remote in-app training for staff and system admin users:
    • 2 x 60 minute general user sessions and 1 x 60 minute system admin session
  • Additional Salesforce resources can be provided that can be used for self-paced learning

60 Day Post Implementation Check In

  • Review reports, team engagement, lessons learned and discuss next steps


Notes:

  1. * This Quick Start is not recommended for an implementation of more than 25 licensed users
  2. ** Some set up time will be required from your IT department/Webmaster to complete configurations (Salesforce resource instructions will be provided)
  3. *** For more advanced multi-business processes and/or multi-Cloud solutions, please contact us directly for details and pricing

Additional Sales Cloud Setup & Maintenance Options

Are you looking to take your Salesforce Sales Cloud instance to the next level? Contact us for details/pricing on enabling any of the following features for your organization. Our team can also be leveraged to help you manage ongoing sales efforts throughout the year.

  1. Roles, Permissions, Profiles and Sharing Settings
  2. Mass Emailing
  3. Custom Objects
  4. Record Types
  5. Collaborative Forecasting
  6. Email and calendar integration
  7. Person Accounts
  8. Custom Lightning/Apex development
  9. High Velocity Sales
  10. and much more…