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Quick Start Salesforce.com Implementation Service – Group Edition

salesforce.com implementationQuick Start Salesforce.com Implementation Service Group edition is a 1 week package that provides clients with a quick and effective way to start to your Salesforce.com Group / Professional / Enterprise Edition deployment. Quick Start Salesforce.com Implementation Service is either for Sales Cloud or Service Cloud. This is a one week remote service package where Business Process Review Session and other client interactions are conducted online using Live Meeting. Subsequent to Business Process Review session, our Salesforce.com consultants will map your requirements to Salesforce.com and ensure that software is configured to meet the Quick Start requirements of the project.

Salesforce.com Edition

Salesforce.com Quickstart for 1 week is recommended for

  • Salesforce.com Group Edition
  • Salesforce.com Professional Edition

We will assist you in getting a quick start with following functionality (depending on your edition):

Sales Cloud Quickstart

  • Lead Management Configuration
  • Contact and Account Management Configuration
  • Opportunity Management Configuration
  • Custom Object Development (for functionality not available in SFDC)
  • Report and Dashboard Development (5 Custom Reports and 2 Dashboards, 20 Components each)
  • HTML Email Communication Templates (1 Letterhead and 5 Email Templates)
  • Data Migration of Leads, Accounts and Contacts (1 Single source Excel File each for Lead & Accounts / Contacts)
  • 2 hour Training Session via Live Meeting with your users
  • 2 hour Handover with your System Administrator via Live Meeting

Service Cloud Quick start

  • Contact and Account Management Configuration
  • Case Management Configuration
  • Assets, Contracts Management Configuration
  • Custom Object Development (for functionality not available in SFDC)
  • Report and Dashboard Development (5 Custom Reports and 1 Dashboards, 20 Components each)
  • HTML Email Communication Templates (1 Letterhead and 5 Email Templates)
  • Data Migration of Leads, Accounts and Contacts (1 Single source Excel File each for Lead & Accounts / Contacts)
  • 2 hour Training Session via Live Meeting with your users
  • 2 hour Handover with your System Administrator via Live Meeting

We work with your administrator to ensure that they are trained and ready to take over from us. We will give the Requirements and Design documentation to help them manage the application.

Note: Quick Start services are for advanced deployments. We do not cover the functionality of customizable forecasting, complex workflows, data migration from multiple sources, contracts and entitlements, complex reports and dashboards. Quick Start assumes users have taken online training of Salesforce.com and there will be standard security roles and profiles.

Quick Start Salesforce.com Implementation Service 1 week Plan

Pre Project
  • One-hour project kick-off call to plan & coordinate
Day 1
  • Business Process Review
Day 2
  • Design Quick Start
  • Organization setting, Users, Profiles, Roles
  • Customize standard objects
Day 3
  • Customize standard objects
  • Customize custom objects
Day 4
  • Reports
  • Dashboards
  • Data upload
  • Review with client project manager
Day 5
  • Rapid Changes (minor adjustments)
  • 2 hour system administrator transition
  • 2 hour user training

Salesforce.com Quickstart Deliverables

  • Business Process review
  • Configured Application, Reports and Dashboards with Data Uploads
  • Knowledge-transfer document
  • User Training
  • Administration KT Session

Pricing

The fee for the 1 week Salesforce.com QuickStart is US$1,900

Contact us today to schedule a free one hour consultation to evaluate if Salesforce.com Quick start Deployment is recommended for your business. If you have a custom requirement write to us for a custom quote.