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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