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salesforce development services

Salesforce Sales Cloud Quickstart Package

Join Hands With The Leading Salesforce Implementation Partners

Consulting

Consulting

Partner

ISV

ISV

Partner

200+

200+

Projects Delivered

Certified

Certified

Developers

Salesforce Sales Cloud Quickstart Package

  • Discover business goals and processes with customer.
  • Set up and customize Lead, opportunity, Account and contact objects.
  • Setup Lead to opportunity record types and business process.
  • Setup up to 15 reports and 2 dashboards.
  • Data import up to 50,000 records in lead, opportunity, account and contact objects. (Data will be provided in CSV format by the client.)
  • Up to 5 Email alert setup.
  • Training about Salesforce Lead, opportunity, Account and contact objects.
  • Salesforce Org Configuration
  • User Configuration, basic sharing and security
  • Setup Page Layout andList View Customization
  • Web to Lead Capture from your website and automatically assignment.
  • Configure Products and Pricebooks.
  • Configure Einstein Activity Capture
  • Create simple validation rules for data.
  • Set up duplicate rules
  • Add client branding
  • Remove unneeded tabs and fields
$3,000.00
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A team of
40+ Salesforce
Certified Developers

Challenge:

People often find it difficult to implement Salesforce Sales Cloud efficiently. It comes with several challenges, ranging from technical complexities to organizational and user adoption issues such as:

  1. Tailoring Salesforce Sales Cloud to fit your organization's specific needs.
  2. Migrating data from legacy systems into Salesforce Sales Cloud.
  3. Encouraging sales teams to embrace Salesforce Sales Cloud.
  4. Integrating Salesforce Sales Cloud with other existing 3rd party systems.

Embracing the Solution:

Addressing these challenges requires careful planning, collaboration between different stakeholders, and ongoing monitoring and optimization of the Salesforce Sales Cloud implementation. Working with experienced consultants or partners can also help navigate these challenges more effectively.

Features:

Discover business goals and processes with customer.

Set up and customize Lead, opportunity, Account and contact objects.

Setup Lead to opportunity record types and business process.

Setup up to 15 reports and 2 dashboards.

Data import up to 50,000 records in lead, opportunity, account and contact objects. (Data will be provided in CSV format by the client.)

Up to 5 Email alert setup.

Training about Salesforce Lead, opportunity, Account and contact objects.

Salesforce Org Configuration

User Configuration, basic sharing and security

Setup Page Layout andList View Customization

Web to Lead Capture from your website and automatically assignment.

Configure Products and Pricebooks.

Dedicated Point of Contact monitoring, supervision, and control

Configure Einstein Activity Capture

Create simple validation rules for data.

Set up duplicate rules

Add client branding

Remove unneeded tabs and fields

Completion Time

  1. 2 Weeks

Team

  1. Consultant
  2. Salesforce Developer
  3. Project Manager
  4. QA Specialist

Reasons to Choose Tech9logy Creators:

Certified Salesforce Developers

We have a dynamic team of certified Salesforce developers who utilize the latest technologies & trends to develop advanced Salesforce CRM solutions and improve your business’ digital presence.

Customer Satisfaction

We do not believe in any barriers that can stop us from achieving even the tiniest of customer needs. For us, every detail you share is important & ensure to incorporate the same.

Years of Experience

We know what we’re doing because we have been developing impactful salesforce solutions for our clients for almost 9 years, which has helped us gain expertise in the niche.

Clean Codes

Our developers prefer to write clean codes that are easy to understand, consistent & efficient. Our codes are simple & productive, this is what makes us distinctive from our competitors.

Global Reach

We have clients from the US, the UK, Australia, New Zealand and Canada. We believe in providing quality work of Salesforce CRM development that becomes the basis of a long-term partnership with our global clients.

Lean, Reliable Process

Our Agile model makes the process open to clients & ensures consistency throughout. We assure you that the final project will be flawless and will meet your expectations.

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