Salesforce Sales Cloud Packages
| Inclusions | Salesforce Sales Cloud Packages | Basic | Standard | Enterprise |
|---|---|---|---|---|
| COMPANY CONFIGURATION | Local & Language preferences | |||
| Setting up business hours | ||||
| Update holiday list | ||||
| Customizing lightning home page | ||||
| Out of the box useful components | ||||
| USER SETUP | Users maximum | 10 | 20 | 20 |
| Custom user profile | 1 | 2 | 3 | |
| Role hierarchy up to 3 level | ||||
| Configuring user personal settings | ||||
| Setting up out of the box user | ||||
| Specific UI experience | ||||
| CUSTOM FIELDS | Custom fields per object | 15 | 15 | 20 |
| 2 List Views per object | ||||
| Page layout configuration per object | ||||
| Customise sales process based picklist fields for each object respectively | ||||
| Source, Type, Industry, Status and Stage | ||||
| Map fields for custom lead conversion process | ||||
| Configure opportunity stages according to business process | ||||
| Lead assignment rule 1 maximum to automatically assigning leads to sales reports | 1 | 1 | 2 | |
| DATA UPLOAD | Upload rows of data per object respectively | 20000 | 10000 | 10000 |
| WORKFLOWS AUTOMATIONS | Up to 5 basic validations for data integrity | |||
| Total of 5 basic automations workflow | ||||
| Rules or processes | ||||
| Automations are limited to basic email notifications | ||||
| Automatic task creations for basic sales process | ||||
| Automatic field updates based upon basic | ||||
| Sales operations | ||||
| REPORTS & DASHBOARD | Total of reports | 4 | 10 | 10 |
| Report each object leads, accounts | 1 | 2 | 2 | |
| Contacts, opportunities | ||||
| Custom report type | 1 | 5 | 5 | |
| Reports can be comprised of Tabular | ||||
| Summary or Matrix only | ||||
| Total of 1 dashboard | ||||
| Maximum of 5 graph components | ||||
| DATA LOAD | Once client’s data is transformed into the correct format | |||
| We will import it into Sales Cloud objects | ||||
| Quality assurance purposes | ||||
| We will first complete a mock conversion | ||||
| Followed by the final conversion (Iterations maximum 2) | ||||
| Once the data load is complete | ||||
| We will work with the client team to assure data quality | ||||
| Running key data metrics | ||||
| SCOPE OF ADDITIONAL SERVICES | Additional reports and dashboard based upon companies key metrics | |||
| Dynamic email templates for sales people to send directly from Salesforce | ||||
| Gmail or Outlook Integration with Salesforce to give you sync between contacts, emails and calendar | ||||
| Robust automation according to your sales process | ||||
| Customer security and accessibility model to help protect sensitive data from different level of users | ||||
| Multiple business process in same sales application (including Custom Objects) | ||||
| Additional support services can be purchased separately for data administration | ||||
| Custom CRM configuration, custom development, additional training | ||||
| DATA TRANSFORMATION | The client team will transform client’s data into the correct format as defined in the templates for upload into Sales Cloud objects | |||
| The client team will also perform de-duplication such that the data is ready for load into data extension | ||||
| STANDARD OBJECT CUSTOMISATION | Implement 2 custom objects | |||
| 15 fields each | ||||
| Automated workflows and approvals maximum to 2 each | ||||
| Install 1 Appexchange app | ||||
| 2 communication templates 1 HTML and 1 Text-based | ||||
| PRODUCTS & PRICEBOOK | Setup 1 Pricebook | |||
| Configure 50 Products | ||||
| QUOTES | Enable Quotes | |||
| Configure object layouts | ||||
| Customise 1 quote template | ||||
| SECURITY AND ACCESSIBILITY | Implement up-to 2 page layouts for each object (Leads, Contacts, Accounts, Opportunities) | |||
| Setup record level security for data privacy within internal team | ||||
| Setup custom domain and login page | ||||
| COMPAIGN MANAGEMENT | Setup Campaign hierarchy | |||
| Configure page layout | ||||
| Enable customized campaign influence | ||||
| Implement out-of-box influence model | ||||
| Configure opportunity layout and primary | ||||
| Source capturing | ||||
| Create up to 2 Campaigns | ||||
| Upload 2000 campaign member records | ||||
| COLLABORATIVE FORECASTING | Enable forecasting | |||
| Setup quotas | ||||
| Upload quota data for users | ||||
| Configure either Revenue or Quantity Based | ||||
| Forecast (Any 1) | ||||
| Setup forecast hierarchy | ||||
| TEAM SELLING | Enable Sales Teams | |||
| Create up-to 2 Opportunity Teams | ||||
| Create up-to 2 Accounts Teams | ||||
| Configure Opportunity Splits | ||||
| Revenue sharing amongst team members | ||||
| SALES PATH AND SALES CONSOLE | Implement Sales Path feature to guide sales repeat every steps of Sales process | |||
| Create 1 Sales Console to access multiple application feature in one screen | ||||
| Maximum of 1 sales path configuration | ||||
| DATA TERMS | Client will provide an initial extract of the client’s subscriber data which is said to be their marketing list | |||
| Include Subscription status (Active/Unsubscribes) | ||||
| Our team will review client’s data | ||||
| TRAINING | Onboarding Training – 2-hour training session via web conference | |||
| We will record the training sessions and provide you with access | ||||
| EXCLUDED SERVICES | This service does not include data cleaning, data loading | |||
| Services not specifically identified above are not included in this quick-start service | ||||
| Custom development of triggers, Visual force pages, Sites and Flows | ||||
| High end automation process and custom object relationships | ||||
| Additional support services can be purchased separately for data administration, custom CRM configuration, custom development and additional training | ||||
| ADDITIONAL TERMS | The implementation price does not include the Salesforce license fees | |||
| The implementation is based on features of Salesforce which are generally available | ||||
| 1-week backup support limited to the scope of implementation and no new development or change request | ||||
| None of the scoped items in this package is replaceable with any other scope that is not mentioned in this document |
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