Salesforce Sales Cloud Packages
Inclusions |
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 |
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• Configure either Revenue or Quantity Based |
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• Forecast (Any 1) |
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• Setup forecast hierarchy |
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TEAM SELLING | • Enable Sales Teams |
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• Create up-to 2 Opportunity Teams |
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• Create up-to 2 Accounts Teams |
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• Configure Opportunity Splits |
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• Revenue sharing amongst team members |
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SALES PATH AND SALES CONSOLE | • Implement Sales Path feature to guide sales repeat every steps of Sales process |
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• Create 1 Sales Console to access multiple application feature in one screen |
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• Maximum of 1 sales path configuration |
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DATA TERMS | • Client will provide an initial extract of the client’s subscriber data which is said to be their marketing list. |
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• Include Subscription status (Active/Unsubscribes) |
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• Our team will review client’s data |
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TRAINING | • Onboarding Training – 2-hour training session via web conference. |
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• We will record the training sessions and provide you with access. |
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EXCLUDED SERVICES | • This service does not include data cleaning, data loading |
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• Services not specifically identified above are not included in this quick-start service. |
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• Custom development of triggers, Visual force pages, Sites and Flows |
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• High end automation process and custom object relationships |
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• Additional support services can be purchased separately for data administration, custom CRM configuration, custom development and additional training |
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ADDITIONAL TERMS | • The implementation price does not include the Salesforce license fees |
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• The implementation is based on features of Salesforce which are generally available |
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• 1-week backup support limited to the scope of implementation and no new development or change request |
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• 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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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 |