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COMMUNITY CLOUD

FAST TRACK PACKAGE

4 weeks to completion, users online within 10 days.

CALL FOR QUOTE

Project Kickoff
We'll review the project plan for implementation, introduce you to our team of experts, and request access to your team's Salesforce org.


Lead Personalization
We'll personalize leads in Salesforce to ensure you're recording and qualifying prospects quickly and efficently.


Account Configuration
We'll configure accounts for documenting information related to businesses, households, organizations, or agencies involved in the sales process.


Contact Customization
We'll customize contacts for managing the personal and relevant details needed to make sales happen.


Opportunity Configuration
We'll configure opportunities for tracking your sales and potential sales pipeline, with rates, competitors, and sales stages for easy reporting.


Salesforce Training
We'll perform a custom one hour webinar on data import training session to train on importing leads, accounts, and contacts in Salesforce.

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