SALESFORCE IMPLEMENTATION

FAST TRACK PACKAGE

Say "Goodbye" to Old Systems and "Hello" to Supercharged Efficiency with Solution Heroes - Fast Track CRM! Tired of struggling with outdated Excel spreadsheets and slow systems? Want to make the switch to the Cloud but worried about downtime? We've got you covered! Our Fast Track solution is the perfect answer to all your migration needs. With our expert team, we can get your business up and running in less than a week, allowing you to experience the benefits of new systems without losing precious time. Don't let outdated technology hold your business back any longer.

CALL FOR QUOTE

3 weeks to completion, users online within 10 days.

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Certified Salesforce Partner - Certified Consultant & Developer.
Data Review: We will provide Excel Templates for Lead, Contact, Account & Opportunity records for your business to complete.
Business review and requirements refinement meeting based on questionnaire responses.
Setup Salesforce Users - Roles, Profiles, Permissions.
Customized user experience along with list view, layouts and branding.
Basic customization of Leads, Contacts, Accounts and Opportunities.
Creation of up to two custom objects and up to fifty custom fields.
Creation of up to five reports and two sales dashboards.
One round of UAT (system validation and user acceptance testing.)
One round of changes from UAT testing.
One hour user training session to help your team to get the most from Salesforce Sales Cloud.

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.

HOW IT WORKS

WHAT'S INCLUDED?

We'll provide you with Excel templates to effortlessly import your Lead, Contact, Account, and Opportunity entities into your new CRM system. And guess what? Salesforce CRM offers a plethora of growth opportunities for your business!

From the moment your Salesforce CRM is live, you'll discover countless possibilities to expand your business. The most impressive feature of this system is that you can easily incorporate additional functionality whenever you like. So why hesitate? Join the trailblazers and transform your business like never before!