Timeline: 4 weeks
We will introduce our team to the client. Setup a discovery call then understand what to set up in Company Information; How many users to create and their respective Profiles and roles; Basic Sharing settings/Rules, Network access and login restrictions etc.
We will custom list views both shared and public and introduce lead scoring in order to differentiate hot leads from other prospects. We customize the out of the box lead conversion as per your need.
We will setup record types apart from the out of the box as per your need and the set up business process. Will setup layouts per profiles, custom list views and record types. We will setup your account teams, their respective roles and accesses.
According your business, we can setup your business or person contacts. Customize layouts and listview accordingly.
We will check your out of the box Opportunity configuration and make sure that aligns with your sales process by configuring Opportunity Teams, Business Process, Opportunity Splits etc.
Customize reports and dashboards as per requirements.
We’ll perform a custom one-hour webinar data import training session to train on importing Leads, Accounts and Contacts in Salesforce.