Sales Cloud Quick Start

Strategic Onboarding & Process Audit

Legacy Process Review

• Review current CRM/data/processes and map them to Salesforce.
• Confirm Lead-to-Cash process, roles, handoffs, and reporting expectations.

Custom Implementation Plan

• Prioritize features and integrations (ERP, marketing tools, custom APIs).
• Confirm “go-live definition” and success metrics (Pulse KPI alignment).

Enterprise-Grade Configuration

Advanced User Roles & Permissions

• Role-based access controls (teams / partners / franchises / brokers as applicable).
• Set org visibility model for Leads/Opportunities (Private / Public RO / Public RW).
• Setup Sales Ops / Manager access approach if applicable.

Custom Fields & Configuration

• Up to 20 custom fields total across: Lead, Account, Contact, Opportunity, Order, Task(and Event if needed)
• Configure key picklists and lifecycle values (Lead Status, Lead Source, Opportunity Stages, Loss Reasons, etc.)

Brand-Centric UI

• Align page layouts, key fields, dashboards, and basic email templates to your brand

Data Migration (10k–15k Records)

Legacy CRM/Excel Migration

• Clean, deduplicate, and map exported CRM/Excel data into Salesforce.
• Migrate 10,000–15,000 records total (from a single agreed source export).
• Includes field mapping, import validation, and one refinement pass on mapping rules.

Activity History Import

• Import historical notes/emails/attachments when export format and Salesforce constraints allow.
• Define what “history” matters most (e.g., last 6–12 months vs full archive).
• Volume and file sizes are confirmed during onboarding and may require an add-on if large.

Sales Automation

Advanced Lead Routing

• Automate lead assignment by territory, product line, seniority, or queues.

Einstein Activity Capture

• Configure email/calendar sync from Outlook (O365) or Gmail (G-Suite) based on your environment.

Custom Flows & Approval Processes

• Up to 5 Flows total + up to 1 Approval Process.

Security & Compliance

Data Encryption & Backup

• Configure baseline security settings and audit controls to support GDPR/CCPA requirements for sensitive client data.

Audit Trails

• Track user activity and changes for accountability.

Executive-Level Analytics

Custom Reports & Dashboards

• Track pipeline health, customer lifetime value, and team KPIs.
• Includes 2 dashboards + 5 core reports aligned to agreed KPIs.

Forecasting Tools

• Model scenarios based on historical sales trends.

Premium Training & Support

Role-Based Training

• Advanced sessions for sales leaders, reps, and executives.

Post-Launch Optimization

• 14 days of support to refine workflows and improve adoption.

Your Configuration

Base Package

$4,050

Total Investment

$4,050

Need a custom solution?

Contact our team

Published delivery outline

Approximately 3 weeks

The final delivery schedule and prerequisites are confirmed during discovery.