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Key Benefits​

  • A robust Salesforce solution tailored to your business in a short period of time.

  • Comprehensive 360 degree view of your customer’s data across your company.

  • Drive automation on time-consuming tasks and take the burden off your team’s shoulders.

  • Enhance the communication among your team members and close deals faster.

  • Improved analytical data and reporting.

What's Included

  • Assessment:

    • Comprehensive solution design.

    • Roll-out plan.

  • Configuration:

    • Configure Leads: record types, up to 10 custom fields, validation rules, lead conversion mappings, layouts, up to 5 list views.

    • Configure Accounts: record types, up to 10 custom fields, validation rules, layouts, up to 5 list views.

    • Configure Contacts: record types, up to 10 custom fields, validation rules, layouts, up to 5 List views.

    • Configure Opportunities: up to 5 sales process, record types, up to 20 custom fields, validation rules, layouts, up to 5 list views.

    • Configure Products: record types, up to 10 custom fields, validation rules, layouts, up to 5 list views.

    • Configure Price Books: record types, up to 10 custom fields, validation rules, layouts, up to 5 list views.

    • Up to 5 Flow Automations for improving business processes automation.

    • Quality Assurance to validate your unique business needs.

    • Data import for Leads, Accounts, Contacts, Products with predefined CSV format.

    • Up to 3 Dashboards to visualize different KPIs at different levels, including required source reports.

    • Dedicated Point of Contact for monitoring, supervision, and control.

Time

2 Weeks

Cost

$7,100

Includes

Consultant, Developer, QA, Project Manager

Training Session

We will provide a 90 minute remote training session for the Sales Team.

Sales Cloud Accelerator
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Get your Sales team using Salesforce quickly and correctly with our Sales Cloud Accelerator. It includes setting up Leads, Accounts & Contacts, Opportunities and more. Scroll to learn more.

STRAIGHT FROM OUR CUSTOMERS

"Touchpoint has been instrumental in our Salesforce Success! Big or small, the team at Touchpoint is always willing to get to the bottom of an issue. On top of that, their expertise in many products around the platform has helped us improve our adoption and our day to day knowledge of the platform. Touchpoint is the first partner I'd recommend to anyone looking for assistance with Salesforce."

Nick L, Deseret Digital Media

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