Sales Engagement Quick Start

Discovery & Planning (4 Hours)

Pain Points Addressed

• Inefficient sales workflows → Map high-impact processes (e.g., lead follow-up, deal tracking).
• Unclear ROI → Define KPIs (e.g., call-to-close rate, lead response time).

Activities

• Stakeholder workshop to finalize 2-3 sales priorities (e.g., lead conversion, pipeline hygiene).
• Audit existing lead/account data for gaps.

Deliverable

• 1-page sales workflow plan with success metrics.

Lead & Account Setup (6 Hours)

Pain Points Addressed

• Fragmented customer data → Standardize lead/account/contact fields.
• Manual data entry → Auto-capture lead sources and demographics.

Activities

• Create 5-7 custom fields (e.g., Lead Source, Industry, Company Size).
• Build validation rules to ensure data accuracy

Deliverable

• Unified lead/account structure with automation

Opportunity Customization (6 Hours)

Pain Points Addressed

• Unclear pipeline visibility → Standardize opportunity stages.
• Missed forecasts → Add tracking for deal size, close date, competitors

Activities

• Configure 5-8 opportunity fields (e.g., Deal Stage, Competitor, Probability).
• Build pipeline reports for real-time forecasting.

Deliverable

• Opportunity dashboard with win/loss analysis

Sales Cadence Configuration (6 Hours)

Pain Points Addressed

• Inconsistent outreach → Standardize touchpoints (email, call, LinkedIn).
• Stalled deals → Auto-trigger reminders for reps.

Activities

• Build 2 sales cadences with 3 steps each (e.g., Call → Email → Task).
• Automate task creation for reps based on cadence progress

Deliverable

• Cadence templates for lead nurturing and deal follow-up

Lightning Dialer Setup (5 Hours)

Pain Points Addressed

• Missed calls → Enable click-to-call from Salesforce records.
• Manual logging → Auto-log calls and voicemail drops

Activities

• Configure click-to-call, local presence, and voicemail drop.
• Set up calling lists for high-priority leads/accounts

Deliverable

• Dialer-ready environment with call analytics

Training & Launch (3 Hours)

Pain Points Addressed

• Low user buy-in → Showcase time-saving features.
• Post-launch confusion → Resolve issues fast.

Activities

• 1-hour webinar for reps (cadences, dialer, pipeline tracking).
• Cheat sheets for reps/managers.
• 1-hour post-launch Q&A.

Deliverable

• Training kit + 7-day support for critical issues

Key Deliverables

• Standardized lead/account/opportunity data structure.
• 2 automated sales cadences with task triggers.
• Lightning Dialer with click-to-call and voicemail drop.
• Real-time pipeline dashboard + training materials.

Exclusions

• Complex territory management.

• Custom integrations (e.g., marketing automation tools).

• Historical data migration.

• Advanced automation (e.g., Einstein Lead Scoring).

Cost Estimates

• Base Package: 6,000–6,000–9,000.
• Add-Ons: Starting at $2,000.

Launch Timeline

Week 1

• Discovery + data/process setup

Week 2

• Cadence/dialer configuration + training

Week 3

• Go-live + support.

Guaranteed Outcomes

50% Faster Lead Response

• Automated cadences + click-to-call

30% Improved Pipeline Accuracy

• Standardized opportunity tracking

80% Rep Adoption

• Training + intuitive tools

Recommendations

Start Simple

• Launch with 1-2 cadences and expand

Phase Add-Ons

• Add Einstein Analytics for predictive insights.

Free Post-Launch Audit

• Include a 1-hour session at 30 days

Your Configuration

Base Package

$2,700

Total Investment

$2,700

Need a custom solution?

Contact our team

Published delivery outline

Discovery, setup, training, and go-live — all in 3 weeks with full support

The final delivery schedule and prerequisites are confirmed during discovery.

Optional enhancements