Timeline: 4 weeks
We will introduce our team to the client. Setup a discovery call then understand what customizations are needed for your process.
We’ll configure households for storing household and family data for use in marketing campaigns and reporting.
We’ll set up contacts to manage individual client goals, objectives, and timelines for the services you’re offering.
We’ll configure opportunities to be used for deal-tracking so you can see and manage the pipeline with a high amount of detail.
We will do the financial accounts setup by providing access to objects, Assigning required permission sets, Setup visibility to tabs and configure alerts etc. We’ll configure the financial account record to allow for tracking of daily balances, NAV, asset class, and other information.
We’ll perform a custom one-hour webinar training session of your Salesforce application.