This tailored package is designed specifically for young companies, providing essential Sales & Marketing components. Our goal is to facilitate a cost-effective Salesforce entry, swiftly define critical processes, and provide optimal support for your startup’s growth.

Here’s what you can achieve with this package:

• Swift adaptation to the unique needs of startups and user-friendly training methods, ensuring high user acceptance.
• Establish a scalable CRM system that will support your long-term growth.
• Efficiently implement crucial functions to boost your startup’s productivity.
• Accelerate the return on investment, ensuring faster cost recovery.

The package includes the following components, which are tailored to your needs and outlined in a structured project plan:

• Analysis Workshop: A 3-hour initial analysis workshop to delve into Salesforce customization based on your specific processes.

• Basic Configuration: Establishing a foundational Salesforce App configuration using our tried-and-true best practices

• Salesforce.com Customization: Configure Salesforce.com for leads, accounts, contacts, and opportunities. This includes creating and customizing fields, attributes, page layouts, and reports tailored to your “Evaluations for Sales” requirements. Salesforce.com Data Migration: Transfer existing data from Microsoft Excel or csv files into the Salesforce CRM system, focusing on leads, accounts, and contacts.

• Salesforce.com Data Migration: Transfer existing data from Microsoft Excel or csv files into the Salesforce CRM system, focusing on leads, accounts, and contacts.

• Seamlessly integrating an email client: Set up Connect for Microsoft Outlook or Gmail as an exemplary configuration to streamline your workflow.

• Salesforce Sales and Marketing Training: Receive a 4-hour online introduction training for Salesforce.com, accommodating up to 5 participants. This training covers the fundamentals and includes customer-specific case studies.

Please note that all prices exclude applicable taxes. If you’re interested in this package, don’t hesitate to get in touch with us, and we’ll gladly provide you with a customized offer.