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
($)
($)
