Sales Cloud

Quickstart

Get up and running quickly and effectively,  then focus on growing and scaling by having the output to make better decisions.

Before building your solution we implement Saasinct’s best practices to ensure you have a user-friendly and scalable setup. Then, our experts dive into your end to end sales process offering things to consider and experience from other financial services organizations to guide you through defining your workflow requirements.

Sales Process Review
Saasinct Best Practices
User and Security Setup
End to End Sales Path
Basic Training
Reports & Dashboards
Executive Readout and
Recommendations

Paths to Success

Essential

$5000 / 4 weeks

  • Saasinct’s best practices for user experience

  • 1 - 60 minute user shadowing session

  • 1 - 60 minute KPI collaboration session

  • Setup of Users & Security Model that scales

  • Configure End to End Sales Path (Lead, Account, Contact & Opportunity)

  • 1 - custom object to support sales process

  • Custom fields

  • Customized Home Page, Console App, and List Views

  • 1- Dashboard with up to 8 supporting reports

  • Salesforce Inbox Setup (Outlook 365 or Gmail plugin)

  • Data Import Less Than 5,000 rows

  • Train the Trainer Knowledge Transfer

  • 30 min Q&A session 2 weeks after project completion

Plus

$8000 / 6 weeks

  • Everything in Essential …

  • 1 round of User Acceptance feedback

  • General End User Training (Recorded Session)

  • Saasinct data quality best practices

  • Data import files less than 10,000 rows

Ultimate

$10,000 / 8 weeks

  • Everything in Essential and Plus …

  • 2 rounds of User Acceptance feedback

  • Tailored training for multiple user personas

  • Einstein Activity Capture (Contact and Calendar Sync)

Out of Scope in Quickstarts

  • Data Migration & Data importing

  • Process Automation - Approvals, Workflows, etc.

  • Integrations

  • Advanced Features such as Products, Pricebooks, Quotes configurations, Flows, Process Builder etc

  • Custom Code (e.g : Apex Triggers, Apex Code, Custom Components)

  • End User Inbox Training

  • Lightning Sync, Einstein Activity Capture & Sales Cloud Einstein