Sales Cloud Quick Start Package
$4,500
Completion Timeline:
Approximately 2 Weeks
Project Kick-off and Business Process Review
We’ll review the project plan for implementation, introduce you to our team of experts, and request access to your Salesforce org.
Lead Personalization
We’ll personalize leads in Salesforce to ensure you’re recording and qualifying prospects fast and efficiently.
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, win rates, competitors, and sales stages for ease of reporting.
Data Migration
We’ll provide a "basic" import of Leads, Accounts and Contacts to Salesforce.
Salesforce Training
We’ll perform a custom, one-hour webinar data import training session to train on importing leads, accounts, and contacts in Salesforce.
Marketing Cloud and Pardot
Salesforce Marketing Cloud is more than just an email platform. It’s a Customer Experience platform that connects all customer data, providing a single view of the Customer. Marketing Cloud is the platform for delivering relevant, personalized journeys across channels and devices. Touchpoint’s Marketing Cloud consultants are a team of designers, marketing technologists, and developers who come together to create world-class digital experiences that drive engagement, conversion and lifetime value. We understand the connection between marketing channels and create strategies that support a unified experience.
Accelerate business with Touchpoint.
Speak with one of our certified Salesforce experts today.