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