Quick Start for Sales
Explore the effortless transition into the Salesforce ecosystem tailored for sales-focused teams through our Salesforce Quick-Start Packages. Enhance your workflows, establish organized frameworks, and harness the complete capabilities of Salesforce with our tried-and-tested methods. Boost effectiveness and output right from the outset, ensuring a prosperous launch and enduring achievemen
Starter:
40h = 4.500€
Perfectly tailored for small and emerging businesses seeking to establish a solid foundation for data organization and build a sustainable, scalable Salesforce system right from the beginning. Our package is specifically crafted to align with fundamental sales needs within the Salesforce standard, providing the groundwork for scalable operational workflows.
- Pre-project requirement gathering
- Establishing a foundational Salesforce App configuration using our tried-and-true best practices
- Assessing and executing the sales process by leveraging the lead and opportunity objects
- Seamlessly integrating an email client (Office 365 or Gmail) and customizing email management
- Initial data migration of customer information into Salesforce through Excel import, adhering to our import template
- Providing user training and offering ongoing post-launch support as a safety net.
Professional
80h = 8.500€
Perfectly tailored for small businesses seeking to replace their CRM system or streamline their complex Excel or Google Sheets processes.
Our package is specifically crafted to streamline traditional sales workflows by utilizing Salesforce’s standard object structure, ensuring that your staff quickly adapts to Salesforce. We also facilitate essential integrations with email clients. Through our Quick Start project, we conduct multiple workshops to assess your current work practices and provide recommendations for a customized implementation plan based on your unique needs.
- Pre-project initiation requirement specification workshop team
- Initial setup of the Salesforce App following our established best practices
- Collaborative definition and execution of the ideal customer profile
- Examination and execution of personalized sales processes utilizing lead and opportunity objects
- Deployment of up to 5 workflows and automation processes
- Integration of the email client (Office 365 or Gmail) and customization of email management
- Migration of customer data from your existing system or complex Excel structures, or integration into an external system (e.g., invoicing tool) through Connector, Zapier, or CSV interface
- User training and post-launch support arrangements
Custom Implementation
A custom Salesforce implementation can be a strategic choice for your business for a variety of compelling reasons, such as:
Deploying Salesforce across your entire enterprise, encompassing Sales, Marketing, and Service departments.
Navigating the challenges of complex and expensive data migration from a previous CRM system.
Addressing specific and intricate needs within Salesforce, such as supporting multiple clients or automating complex processes.
Managing extensive project requirements or seeking expert guidance in defining and refining your processes.
These are just a few examples of why a tailored approach to implementation may be ideal. Working together, we will identify the optimal solution for your company’s unique needs.
Quick Start for Marketing
Discover the impactful potential of our Salesforce Marketing Cloud Quick Start packages, enabling a smooth entry into the Salesforce ecosystem tailored for marketing-oriented teams.
Starter:
60h = 7.000€
Perfect for small enterprises and budding startups seeking to initiate their journey into marketing automation.
Our offering is tailored to align with both fundamental and intricate marketing procedures and demands .
Highlights of the package include:
- An overview of Marketing Cloud and the documentation of marketing requirements.
- Configuration of Salesforce Integration & Connector Setup.
- Setting up CNAME, Email Authentication, and Tracker Domain.
- A dedicated Pardot Service Block.
- The initial import of customer data into Salesforce using our predefined Excel import template.
- Comprehensive user training and post-implementation support.
Professional
80h = 10.000€
Perfect for small enterprises and startups with some existing marketing efforts who are looking to elevate their strategies by incorporating the Marketing Cloud.
Highlights of the package include:
- An overview of Marketing Cloud and the documentation of marketing requirements.
- Configuration of Salesforce Integration & Connector Setup.
- Setting up CNAME, Email Authentication, and Tracker Domain.
- A dedicated Pardot Service Block.
- The initial import of customer data into Salesforce using our predefined Excel import template.
- Comprehensive user training and post-implementation support.
Customized Implementation
Customized implementation of Salesforce Marketing Cloud can offer several benefits to businesses looking to optimize their marketing efforts.
Here are some reasons why a customized implementation might be necessary:
- Tailored to Unique Business Needs: Every business has its own unique requirements, processes, and goals. Customization allows Salesforce Marketing Cloud to be configured specifically to address these individual needs, ensuring that the platform aligns with the business’s objectives.
- Integration with Existing Systems: Many businesses already have various other software and systems in place for sales, customer relationship management (CRM), and analytics. Customization enables seamless integration between Salesforce Marketing Cloud and these existing systems, facilitating data sharing and automation.
- Enhanced User Adoption: Customizing the user interface and workflows within Salesforce Marketing Cloud can make it more user-friendly and aligned with the way your team operates. This, in turn, can boost user adoption and productivity.
Quick Start for Service
Perfectly tailored for small and emerging businesses aiming to establish sound data structuring from the beginning and implement Salesforce capabilities for long-term scalability. Our package is crafted to align with fundamental customer service needs within Salesforce’s standard framework, laying a strong foundation for building scalable processes.
Starter
40h = 4.500€
Perfectly tailored for small and emerging businesses aiming to establish sound data structuring from the beginning and implement Salesforce capabilities for long-term scalability. Our package is crafted to align with fundamental customer service needs within Salesforce’s standard framework, laying a strong foundation for building scalable processes.
- Pre-project requirement gathering.
- Establish the fundamental setup of Salesforce Service Cloud, drawing from our best-practice expertise.
- Analyze and execute the service workflow through case management, with the possibility of setting up two distinct service processes.
- Seamlessly integrate the chosen email client, which can be either Office 365 or Gmail, and configure Email to Case functionality.
- Import initial customer data into Salesforce by utilizing our predefined import template and Excel import capabilities.
- Provide comprehensive user training and offer ongoing support following the project’s launch.
Professional
80h = 8.500€
Perfectly tailored for small businesses that need to replace their ticketing system or streamline their complex Excel or Google Sheets workflows.
Our package is specifically crafted to streamline traditional service processes by utilizing Salesforce’s standard object structure and providing comprehensive training to ensure that your employees are proficient in using Salesforce. Additionally, we facilitate essential configurations such as email client integration and telephone system connectivity. As part of the quick-start project, we conduct multiple workshops to assess your current workflow and provide recommendations for implementation and customization based on these findings.
- Conducting a workshop to establish project requirements before commencement.
- Setting up the foundational configuration of the Salesforce App based on our well-established best practices.
- Collaboratively defining and implementing an ideal customer profile to achieve a comprehensive 360-degree view.
- Analyzing and implementing customized service processes using case management within Salesforce.
- Developing and deploying up to 5 workflows and automation sequences.
- Integrating your email client (either Office 365 or Gmail) and customizing email management through E-Mail to Case functionality.
- Providing a service contingent of 18 hours for Service Cloud, which can be tailored to your specific needs.
- Transferring customer data from your existing system or complex Excel structures, or integrating with external systems (e.g., invoicing tools) using Connector, Zapier, or CSV interfaces.
- Delivering user training and offering support after the Go-Live phase.
Customized Implementation
A custom Salesforce implementation can be a strategic choice for your business for a variety of compelling reasons, such as:
Here are some reasons why a customized implementation might be necessary:
- Tailored to Unique Business Needs: Every business has its own unique requirements, processes, and goals. Customization allows Salesforce Service Cloud to be configured specifically to address these individual needs, ensuring that the platform aligns with the business’s objectives.
- Integration with Existing Systems: Many businesses already have various other software and systems in place for sales, customer relationship management (CRM), and analytics. Customization enables seamless integration between Salesforce Service Cloud and these existing systems, facilitating data sharing and automation.
- Enhanced User Adoption: Customizing the user interface and workflows within Salesforce Service Cloud can make it more user-friendly and aligned with the way your team operates. This, in turn, can boost user adoption and productivity.