Quick Start Package
Approximately 1-2 Weeks
Embark on a journey of spatially enabled success with our Salesforce Maps Quick Start Package. Tailored to enhance your geographical insights and on-field operations, this package is a gateway to optimized territory planning, intelligent route optimization, and enriched customer interactions.
Whether navigating through complex territorial data, aiming to boost field sales productivity, or desiring a closer connection with your on-field service teams, our solution lays a clear and efficient roadmap.
With a stellar rating on Salesforce AppExchange, we are dedicated to equipping your business with intuitive, location-based intelligence. Dive in now, and take the initial stride towards a geographically enlightened business operation.
Project Kickoff and Business Process Reviews
Kickstart your journey with our expert team. We'll outline the implementation plan, introduce you to our Salesforce specialists, and ensure seamless access to your Salesforce org.
We'll create up to 5 data layers that you can plot in Salesforce Maps
We'll configure hover fields with relevant related lists so data is easily accessible
We'll configure transportation mode, routing optimization, and scheduling functionality
We'll assign permissions to the appropriate users based on your requirements
We'll setup 2 routes for optimization, with up to 50 stops per route.
We'll create a folder structure for storage and sharing
We'll configure units of measurement, default radius, markers, and shape
Maps Training and Enablement
We'll provide an overview of your implementation, and schedule up to 2 one-hour training sessions
We'll help users maximize features like creating favorite locations, default start/end locations
We'll train users on how to create new Marker Layers from Base objects
Ongoing ROI Analysis
We'll follow-up 30 days after implementation and training to analyze the value you're receiving from Salesforce Maps. These are great feedback sessions to continue driving ROI from your Salesforce Maps investment as you grow.
Support Documentation and Training Resources
We will curate and distribute relevant support documentation and training resources to help you take full ownership of Salesforce Maps internally