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Sales Engagement Quick Start Package
$6,999
Completion Timeline:
Approximately 4 Weeks
Call (800) 951-7651 or email sales@cloudcreations.com for more information.
Project Kickoff and Business Process Reviews
- We’ll discuss your finalized goals forSalesforce, including a customization plan for your sales process.
Lead and Account Setup
- We’ll configure and create fields on leads, accounts and contacts — your customer base.
Customized Opportunity
- We’ll set up opportunity fields for precise sales tracking.
Sales Cadence
We’ll configure sales cadence with up to five steps for sales users to follow in Sales Engagement.
Lightning Dialer
We’ll configure the Lightning Dialer to use click-to-call, direct dial, notepad, automatic call logging, and voicemail drops, as well as calling lists
Salesforce Training
We’ll perform a custom, one-hour webinar training session of your Salesforce application.
Ready to get started? We can help.
☆☆☆☆☆ 5/5 AppExchange Reviews Rating
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