Sales Cloud Fast Start

Salesforce Sales Cloud is the world’s number 1 CRM & sales force automation application.
Salesforce Sales Cloud allows your entire business to connect with your Customers in a whole new way at any time, on any device. Also using a single CRM platform like Salesforce Sales Cloud you can now manage the entire customer journey from capturing and responding to leads in record time, to managing deals to right to closing. As Salesforce for Sales is the world’s #1 CRM platform, it lets your team sell faster, smarter, and the way you want. Salesforce allows you to manage leads, contacts, accounts & opportunities from anywhere, on any device. As part of your CRM Salesforce project we will work with you to focus on:

Bronze Silver Gold
£2,950 + VAT £3,950 + VAT £4,750 + VAT
Buy Now Buy Now Buy Now
DISCOVERY & REQUIREMENTS GATHERING
Assess Business Requirements
Agree what Success Looks Like
Snapshot of current key metrics
CONFIGURATION
Creation of Users
Creation of Users and attributing them to Salesforce license types – Number of Users (up to a maximum of)
5 10 20
Branding
Branding your custom Salesforce application and login page with your company logo
Custom domain
Registration of your own custom Salesforce domain name
Security Profiles
Creation Security Profiles up to a maximum of:
2 3 4
Roles
Setting up of Roles & Hierarchies up to a maximum of:
1 2
Custom Fields
Creation of Custom Fields up to a maximum of:
5 10 20
Communication Templates
Produce 1 page communication templates with appropriate merge fields – Number of Templates Created (up to a maximum of)
1 2
Page Layouts
Designing page layouts for standard Salesforce objects up to a maximum of:
1 2 4
Automation
Automate business processes through Workflow rules and associated actions up to a maximum of:
1 4
Custom Objects
Addition of custom objects with relationships up to a maximum of:
1 2
Record Types
Addition of record types up to a maximum of:
2 4 6
DATA IMPORT
Data Import
One time data import of data provided in pre-formatted XLS/CSV. Number of objects to be imported: *
2 3 4
ANALYTICS – REPORTS & DASHBOARDS
Reports
Create Custom Reports – Number of Reports Created (up to a maximum of)
3 5 10
Dashboards
Create Dashboard for specific users – Number of Dashboards Created (up to a maximum of)
1 2 3
PROJECT MANAGEMENT
Requirements Gathering
A 2 hour session to gather requirements at project inception
Project management
2 hours’ worth of project management time related to ongoing communication
£2,950 + VAT £3,950 + VAT £4,750 + VAT
Buy Now Buy Now Buy Now

CUSTOMER RESPONSIBILITIES

  • Customer must complete pre-meeting questionnaire prior to engagement
  • Customer has signed ignyto Professional Services Agreement
  • Customer will pay 50% payment on signing the Services Agreement and ignyto will only begin work once the initial 50% payment has been received by ignyto
  • Customer has purchased relevant Salesforce licenses in a new instance
  • Customer will dedicate an internal project manager with sufficient project skills
  • Desired report metrics and KPI’s to be identified by client at project outset and then incorporated into reporting

DATA MIGRATION

  • Data to be imported must be cleansed and provided to us in pre-defined templates (Data not provided in required format will incur additional costs)
  • Customer is responsible for extracting the data from your sources and providing it in the format in the supplied templates
  • For each data source the Customer is responsible for and should consider all aspects of preparing the data to be extracted such as required fields, cleansing, de-duplication, transformation, and enrichment. All tasks related to this must be completed prior to data loading by ignyto.
  • Customer will be responsible for correcting any errors in the data or errors due to data corruption
Action