Sales Engagement Quick Start Package
Approximately 4 Weeks
Call (800) 951-7651 or email email@example.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.
- We’ll set up opportunity fields for precise sales tracking.
We’ll configure sales cadence with up to five steps for sales users to follow in Sales Engagement.
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
We’ll perform a custom, one-hour webinar training session of your Salesforce application.
Ready to get started? We can help.
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