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Salesforce QuickStart Bundles

Each of our QuickStarts is led by a seasoned Salesforce.com implementer with years of experience and best practice advice under their belt. Additionally, they have access to CRMD's complete team of resources and feature-specialists.

Features

QuickStart
QuickStart Plus
Dedicated Implementation Team
Project Kickoff Call or Onsite
Weekly Meetings and Continual Best Practice Advice

CRM Setup & Integration

QuickStart
QuickStart Plus
Easy Migration of Data from Existing System (via Spreadsheets)
-
Advanced Migration of Data from Existing System
-
Setup User Accounts, Roles and Permissions
Configure Standard Salesforce Objects and Fields (ie. Leads, Accounts, Contacts, Opportunities)
Update Lead, Contact, Opportunity and Account Page Layouts
Creation and Configuration of Custom Objects to Extend Salesforce Functionality
1
5
Build Automation Rules and Workflows
3
10
Setup Actionable Reports Based on Client Needs
3
9
Setup Reporting Dashboard
1
2
Vanity Salesforce Domain and Login Page
-

Marketing Automation

QuickStart
QuickStart Plus
Install Marketing Automation Connector
-
Field Mapping Configuration for Marketing Automation
-
User-Sync and Enable Single Sign-On
-

Pardot Setup

QuickStart
QuickStart Plus
Guided Email Authentication for Improved Deliverability
-
Website Tracking Scripts to Log Visitor Activity
-
Data Migration from Salesforce into Pardot
-
Pardot to Salesforce Lead Hand-off (Basic Automation)
-
Custom-designed Email Templates (Basic)
-
($)
Custom-designed Landing Pages (Basic)
-
($)
List Segmentation Setup (Predefined)
-
Engagement Programs Setup and Strategy (ie. Lead Nurture Campaigns)
-
($)
Guidance on Website Form Integration (ie. Contact Us)
-
Add-ons and Connectors Setup
-
1

Communities (Customer or Partner)

QuickStart
QuickStart Plus
Configure Partner or Customer Communities
-
($)
Establish External Sharing Model
-
($)
Configure Login Roles and Permissions
-
($)
Setup All Communities-related Automated Emails (New User, Forgot Password, etc.)
-
($)
Provide Basic Branding and Styles to Community Pages
-
($)
Provide Case or Lead Management System
-
($)
Provide Call-to-Action Section
-
($)
Access to Salesforce Lightning Knowledge (Your How-to's, etc.)
-
($)
Enable Calendar Functionality
-
($)

Expert Training

QuickStart
QuickStart Plus
Tailored Training Session for Salesforce Admin
Tailored Training and Documentation for End-Users
($)
Post-Training Support (Days)
($)
10
Post-Training Further System Enhancements
($)
($)