Quick Start Salesforce.com Service
We understand that Salesforce.com is one of the crucial investments for your
company and you want to get it implemented effectively very fast. We also understand
the budget constraints that businesses have;and why it is important for them to get
the fast return on investment in CRM.
With our Quick Start Salesforce.com services we will help your company realize immediate
results for SFDC implementation. Quick Start will cater to the specific requirements
of your business where our consultants will work with your business team to give
solutions
that address your business objectives and aid in your success.
We offers 1 week and 2-week Quick Start implementation packages and 1 week
optimize package. These packages are for Group / Professional / Enterprise / Unlimited
Editions of SFDC. The packages are offered for either Sales Cloud or Service Cloud.
- Quickstart Salesforce.com Implementation Service for Professional Edition – 2 weeks
- Quickstart Salesforce.com Implementation Services for Enterprises / Unlimited Edition – 3 weeks
- Quickstart Salesforce.com Service Optimization – 1 week
- Quickstart Salesforce.com for Non Profit Organizations – 1 week
If you work with traditional consulting firms on deploying a new CRM system – you will be
given an impression that CRM implementations are long and expensive process. If this,
is what is stopping you from taking the step ahead with Salesforce.com CRM implementation
– think again as We has specially designed Quickstart Deployment packages
for you.
We will take end to end responsibility of implementing SFDC. We can get your Salesforce.
com CRM up and running in as little as 1 or 2 weeks at a cost that’s just fraction of
fat fee charged by large consulting firms.
Contact us today for a free One-hour consultation to evaluate if
Salesforce.com Quick start deployment is good for your business.
Quickstart Salesforce.com Implementation Service – Enterprises / Unlimited Edition
Quickstart Salesforce.com Implementation Service 3-week package provides clients with a
quick and effective way to start to your Salesforce.com Enterprise / Unlimited Edition
deployment. The 3-week package ensures that you start on all key functionality of SFDC.
Quickstart Salesforce.com Implementation Service is either for Sales Cloud or Service
Cloud. This is a three-week remote service package where Business Process Review Session
and other client interactions are conducted online using Live Meeting. Subsequent to
Business Process Review session, our Salesforce.com consultants will map your requirements
to Salesforce.com and ensure that software is configured to meet the Quick Start requirements
of the project.
Salesforce.com Edition
The three week Quickstart package of salesforce.com is recommended for any of the following editions:
- Salesforce.com Enterprises Edition
- Salesforce.com Unlimited Edition
We will assist you in getting a quick start with following functionality (depending on your edition):
Custom Development with Agility in Process and focus on Innovation
The three week Quickstart package of salesforce.com is recommended for any of the following editions:
- Salesforce.com Enterprises Edition
- Salesforce.com Unlimited Edition
We will assist you in getting a quick start with following functionality (depending on your edition):
Sales Cloud Quick Start
- Lead Management Configuration (including web to lead)
- Contact and Account Management Configuration
- Opportunity Management Configuration
- Campaign Management Configuration
- Products and Price Lists Configuration
- Custom Object Development (for functionality not available in SFDC)
- Report and Dashboard Development (10 Custom Reports and 2 Dashboards, 20 Components each)
- HTML Email Communication Templates (1 Letterhead and 10 Email Templates)
- Workflow rules and alerts (5 workflow rules)
- AppExchange deployment (2 applications from AppExchange)
- Data Migration of Leads, Accounts and Contacts (1 Single source Excel File each for Lead & Accounts / Contacts)
- 2-hour Training Session via Skype Meeting with your users
- 2-hour Handover with your System Administrator via Skype Meeting
Service Cloud Quickstart
- Contact and Account Management Configuration
- Case Management Configuration (including web to case and email to case)
- Assets, Contracts Management Configuration
- Solutions & Knowledge Configuration
- Service Cloud Console
- Custom Object Development (for functionality not available in SFDC)
- Report and Dashboard Development (10 Custom Reports and 2 Dashboards, 20 Components each)
- HTML Email Communication Templates (1 Letterhead and 10 Email Templates)
- Workflow rules and alerts (5 workflow rules)
- AppExchange deployment (2 applications from AppExchange)
- Data Migration of Leads, Accounts and Contacts (1 Single source Excel File each for Lead & Accounts / Contacts)
- 2-hour Training Session via Skype Meeting with your users
- 2-hour Handover with your System Administrator via Skype Meeting
We work with your administrator to ensure that they are trained and ready to take over
from us. We will give the Requirements and Design documentation to help them manage the
instance. We will also create a road map to help you meet future business needs and
achieve high end-user adoption and more efficient use of your CRM investment.
Note: Quick Start services are for advanced deployments. We do not cover the functionality
of customizable forecasting, complex workflows, data migration from multiple sources,
contracts and entitlements, complex reports and dashboards. Quick Start assumes users
have taken online training of Salesforce.com and there will be standard security roles
and profiles.
Quick Start Salesforce.com Implementation Service 3-week Plan
Pre Project |
One-hour project kick-off call to plan & coordinate |
Day 1 |
- Business Process Review
- Requirements Analysis
|
Day 2 |
- Design Quick Start
- Setup Environments for Development and Testing
|
Day 3 |
- Organization setting, Users, Profiles, Roles
- Customize standard objects
|
Day 4 |
- Customize standard objects
|
Day 5 |
- Customize standard objects
|
Day 5 |
- Customize standard objects
|
Day 6 |
|
Day 7 |
- Data Upload & Verification
|
Day 8 |
- Review with client project Manager
|
Day 9 |
|
Day 10 |
|
Day 11 |
- Rapid Changes (minor adjustments)
|
Day 12 |
- Rapid Changes (minor adjustments)
|
Day 13 |
- 2-4 hours system administrator transition
|
Day 14 |
|
Day 15 |
- Go live and 1 day helpdesk support to end users
|
Deliverables
- Business Process review
- Configured Application, Reports and Dashboards with Data Uploads
- Knowledge-transfer document
- User Training
- Administration KT Session
Pricing
The fee for the 3 week Salesforce.com CRM Quickstart is US$1,500
Contact us today to schedule a free one-hour consultation to evaluate if Salesforce.com
Quick start Deployment is recommended for your business. If you have a custom requirement
write to us for a custom quote.
Quick Start Salesforce.com Implementation Service – Professional Edition
Quick Start Salesforce.com Implementation Service 2-week package provides clients with a
quick and effective way to start to your Salesforce.com Professional or Enterprise Edition
deployment. The 2-week package ensures that you start on all key functionality of SFDC.
Quick Start Salesforce.com Implementation Service is either for sales Cloud or Service Cloud.
This is a two-week remote service package where Business Process Review Session and other
client interactions are conducted online using Skype Meeting. Subsequent to Business Process
Review session, our Salesforce.com consultants will map your requirements to Salesforce.com
and ensure that software is configured to meet the Quick Start requirements of the project.
Salesforce.com Edition
This Quickstart package is recommended for:
- Salesforce.com Professional Edition
- Salesforce.com Enterprises Edition
We will assist you in getting a quick start
with following functionality (depending on your edition):
Sales Cloud Quick Start
- Lead Management Configuration (including web to lead)
- Contact and Account Management Configuration
- Opportunity Management Configuration
- Campaign Management Configuration
- Products and Price Lists Configuration
- Custom Object Development (for functionality not available in SFDC)
- Report and Dashboard Development (10 Custom Reports and 2 Dashboards, 20 Components each)
- HTML Email Communication Templates (1 Letterhead and 10 Email Templates)
- Workflow rules and alerts (5 workflow rules)
- AppExchange deployment (2 applications from AppExchange)
- Data Migration of Leads, Accounts and Contacts (1 Single source Excel File each for Lead & Accounts / Contacts)
- 2-hour Training Session via Skype Meeting with your users
- 2-hour Handover with your System Administrator via Skype Meeting
Service Cloud Quickstart
- Contact and Account Management Configuration
- Case Management Configuration (including web to case and email to case)
- Assets, Contracts Management Configuration
- Solutions & Knowledge Configuration
- Service Cloud Console
- Custom Object Development (for functionality not available in SFDC)
- Report and Dashboard Development (10 Custom Reports and 2 Dashboards, 20 Components each)
- HTML Email Communication Templates (1 Letterhead and 10 Email Templates)
- Data Migration of Leads, Accounts and Contacts (1 Single source Excel File each for Lead & Accounts / Contacts)
- 2-hour Training Session via Skype Meeting with your users
- 2-hour Handover with your System Administrator via Skype Meeting
We work with your administrator to ensure that they are trained and ready to take over
from us. We will give the Requirements and Design documentation to help them manage the
instance. We will also create a road map to help you meet future business needs and achieve
high end-user adoption and more efficient use of your CRM investment.
Note: Quick Start services are for advanced deployments. We do not cover the functionality
of customizable forecasting, complex workflows, data migration from multiple sources,
contracts and entitlements, complex reports and dashboards. Quick Start assumes users
have taken online training of Salesforce.com and there will be standard security roles
and profiles.
Quick Start Salesforce.com Implementation Service 2-week Plan
Pre Project |
- One-hour project kick-off call to plan & coordinate
|
Day 1 |
- Business Process Review
- Requirements Analysis
|
Day 2 |
- Design Quick Start
- Setup Environments for Development and Testing
|
Day 3 |
- Organization setting, Users, Profiles, Roles
- Customize standard objects
|
Day 4 |
- Customize standard objects
|
Day 5 |
- Customize standard objects
|
Day 6 |
- Data Upload
- Review with client project manager
|
Day 7 |
|
Day 8 |
|
Day 9 |
- Rapid Changes (minor adjustments)
|
Day 10 |
- 2-hour system administrator transition
- 2 hour user training
|
Deliverables
- Business Process review
- Configured Application, Reports and Dashboards with Data Uploads
- Knowledge-transfer document
- User Training
- Administration KT Session
Pricing
The fee for the 2 week Salesforce.com CRM Quickstart package is US $1,200
Contact us today to schedule a free one-hour consultation to evaluate if Salesforce.com
Quick start Deployment is recommended for your business. If you have a custom requirement
write to us for a custom quote.
Salesforce.com Non Profit Quickstart
Salesforce.com Non Profit Quickstart is the fastest way to start with Non Profit Starter
Pack (NPSP) from Salesforce.com Foundation / Salesforce.org. With a Quick Start Implementation
of Salesforce.com; a Not for Profit Organization can be up and running on Salesforce.com
within one week. Our experienced Salesforce.com consultants will ensure that your Non-Profit
Organization uses most of the Non Profit Starter Pack (NPSP) features in a short time period.
Salesforce.com Edition
The one week Non Profit Quickstart of Salesforce.com is recommended for Salesforce.com
“Lightning Enterprises Edition with Non Profit Starter Pack (NPSP)”
Non Profit Quick Start
The Non Profit Starter Pack Quickstart for Salesforce.com has following scope
(with a limit of 1-person per week of consulting):
1. |
Constituent Tracking |
- Tracking Donors, Volunteers, partners, media partners
- Contacts / Constituent information
|
2. |
Fundraising |
- Fundraise – Individual donations, Major gifts, In Kind gifts, Pledges, Recurring donations, Grants
- Donor Management
- Grants Management
- Volunteer Management
- Events Management
|
3. |
Program Management |
- Programs
- Case Management
- Activity Management
- Reports and Dashboards
|
4. |
Outreach / Marketing Communication |
- Campaigns
- Events
- Attendees
- Email Marketing
|
5. |
Analytics |
- Custom Reports (10)
- Custom Dashboards (1)
|
6. |
Setup |
- Workflow Rules (5)
- Assignment Rules (2)
- Approval Process (2)
- Security
- Roles and Profiles
|
7. |
Data Migration |
|
8. |
Training |
- 2-hour Training Session via Skype Meeting with your users
- 2-hour Handover with your System Administrator via Skype Meeting
|
We work with your administrator to ensure that they are trained and ready to take over from
us. We will give the Requirements and Design documentation to help them manage the instance.
We will also create a road map to help you meet future business needs and achieve high end-user
adoption and more efficient use of your CRM investment.
Note: Quick Start services are for initial deployments. We do not cover the functionality
of customizable forecasting, complex workflows, data migration from multiple sources,
contracts and entitlements, complex reports and dashboards. Quickstart assumes users
have taken online training of Salesforce.com and there will be standard security roles
and profiles.
Nonprofit Starter pack (NPSP) Implementation Service 1-week Plan
Pre Project |
One-hour project kick-off call to plan & coordinate |
Day 1 |
- Organization setting, Users, Profiles, Roles
- Customize standard objects
- Installing NPSP
- Customize custom objects
|
Day 2 |
- Business Process Review
- Requirements Analysis
- Design Quick Start
- Setup Environments for Development and Testing
|
Day 3 |
- Customizing NPSP
- Customize custom objects
|
Day 4 |
- Data Upload & Verification
- Review with client project Manager
- Reports
- Dashboards
- Rapid Changes (minor adjustments)
|
Day 5 |
- 2-4 hour system administrator transition
- 2-4 hour user training
- Go live and 1 day helpdesk support to end users
|
Deliverables
- Business Process review
- Configured Application, Reports and Dashboards with Data Uploads
- Knowledge-transfer document (Requirements & Design)
- User Training
- Administration KT Session
Pricing
The fee for the 1 week Salesforce.com CRM Quickstart for Non Profits is US$800
Contact us today to schedule a free one-hour consultation to evaluate if Salesforce.com Quick start Deployment is recommended for your business. If you have a custom requirement write to us for a custom quote.
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