Salesforce Sales Cloud Packages
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Salesforce Sales Cloud Packages |
Basic | Standard | Enterprise |
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| COMPANY CONFIGURATION |
• Local & Language preferences |
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| • Setting up business hours |
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| • Update holiday list |
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| • Customizing lightning home page |
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| • Out of the box useful components |
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| USER SETUP | • Users maximum | 10 | 20 | 20 |
| • Custom user profile | 1 | 2 | 3 | |
| • Role hierarchy up to 3 level |
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| • Configuring user personal settings |
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| • Setting up out of the box user |
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| • Specific UI experience |
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| CUSTOM FIELDS | • Custom fields per object | 15 | 15 | 20 |
| • 2 List Views per object |
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| • Page layout configuration per object |
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| • Customise sales process based picklist fields for each object respectively |
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| • Source, Type, Industry, Status and Stage |
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| • Map fields for custom lead conversion process |
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| • Configure opportunity stages according to business process |
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| • 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 |
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| • Total of 5 basic automations workflow |
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| • Rules or processes |
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| • Automations are limited to basic email notifications |
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| • Automatic task creations for basic sales process |
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| • Automatic field updates based upon basic |
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| • Sales operations |
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| REPORTS & DASHBOARD | • Total of reports | 4 | 10 | 10 |
| • Report each object leads, accounts | 1 | 2 | 2 | |
| • Contacts, opportunities |
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| • Custom report type | 1 | 5 | 5 | |
| • Reports can be comprised of Tabular |
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| • Summary or Matrix only. |
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| • Total of 1 dashboard |
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| • Maximum of 5 graph components |
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| DATA LOAD | • Once client’s data is transformed into the correct format |
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| • We will import it into Sales Cloud objects. |
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| • Quality assurance purposes |
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| • We will first complete a mock conversion |
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| • Followed by the final conversion (Iterations maximum 2) |
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| • Once the data load is complete |
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| • We will work with the client team to assure data quality |
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| • Running key data metrics |
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| SCOPE OF ADDITIONAL SERVICES | • Additional reports and dashboard based upon companies key metrics |
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| • Dynamic email templates for sales people to send directly from Salesforce |
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| • Gmail or Outlook Integration with Salesforce to give you sync between contacts, emails and calendar |
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| • Robust automation according to your sales process |
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| • Customer security and accessibility model to help protect sensitive data from different level of users |
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| • Multiple business process in same sales application (including Custom Objects) |
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| • Additional support services can be purchased separately for data administration |
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| • Custom CRM configuration, custom development, additional training |
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| 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 |
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| • The client team will also perform de-duplication such that the data is ready for load into data extension. |
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| STANDARD OBJECT CUSTOMISATION | • Implement 2 custom objects |
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| • 15 fields each |
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| • Automated workflows and approvals maximum to 2 each |
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| • Install 1 Appexchange app |
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| • 2 communication templates 1 HTML and 1 Text-based |
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| PRODUCTS & PRICEBOOK | • Setup 1 Pricebook |
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| • Configure 50 Products |
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| QUOTES | • Enable Quotes |
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| • Configure object layouts |
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| • Customise 1 quote template |
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| SECURITY AND ACCESSIBILITY | • Implement up-to 2 page layouts for each object (Leads, Contacts, Accounts, Opportunities) |
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| • Setup record level security for data privacy within internal team |
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| • Setup custom domain and login page |
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| COMPAIGN MANAGEMENT | • Setup Campaign hierarchy |
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| • Configure page layout |
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| • Enable customized campaign influence |
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| • Implement out-of-box influence model |
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| • Configure opportunity layout and primary |
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| • Source capturing |
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| • Create up to 2 Campaigns |
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| • Upload 2000 campaign member records |
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| COLLABORATIVE FORECASTING | • Enable forecasting |
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| • Setup quotas |
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| • Upload quota data for users |