CRM Setup & Administration

— Professional SALESFORCE ADMINISTRATION

Get started with a package or define your own based on your needs.

$2999

Includes:

Establish user access permissions
Field and object security settings.
User interface customization.
Configure Leads, Accounts, Contacts and Opportunities
Develop up to 25custom fields as required to capture specific data points.
Define the sales workflow and configure Opportunity stages to streamline your sales processes.
Enable integration of Gmail/Outlook
Generate insightful reports and dynamic dashboards for real-time data visualization. (Up to ten reports and one dashboard)
Provide two hours of user training to ensure proficiency in Salesforce usage.
Deliver two hours of admin training to empower your internal administrators with the necessary skills and knowledge.

$4998

Greater Sophistication

Includes:

1. Advanced User Access Permissions: Role-based access controls and hierarchy settings.

2. Enhanced Field and Object Security Settings: Including validation rules and formula fields.

3. Advanced User Interface Customization: Including page layouts and custom tabs.

4. Configure Additional Modules: Configure Campaigns, Products, and Quotes in addition to Leads, Accounts, Contacts, and Opportunities.

5. Develop up to 50 Custom Fields: To capture more specific data points.

6. Advanced Sales Workflow: Configure multiple Opportunity stages, approval processes, and automated alerts.

7. Integration of Additional Tools: Enable integration with Gmail/Outlook and one additional third-party tool (e.g., Slack, Zoom).

8. Advanced Reporting: Generate up to 20 reports and two dashboards for more comprehensive data visualization.

9. Four Hours of User Training: To ensure advanced proficiency in Salesforce usage.

10. Four Hours of Admin Training: Including best practices for ongoing maintenance and updates.

$9997

$99/hour

Best Value

Our Services:

1. Enterprise-Level User Access Permissions: Including permission sets and profiles.

2. Complete Field and Object Security Settings: With audit trails and field history tracking.

3. Full User Interface Customization: Including custom Lightning components.

4. Configure All CRM Modules: Including Service Cloud and Marketing Cloud modules.

5. Develop up to 100 Custom Fields: For capturing a wide range of data points.

6. End-to-End Sales and Service Workflow: Including case management and customer service processes.

7. Full Suite Integration: Integration with multiple third-party tools (e.g., Slack, Zoom, Google Workspace).

8. Comprehensive Reporting: Generate unlimited reports and up to five dashboards.

9. Six Hours of User Training: Covering all aspects of Salesforce usage.

10. Six Hours of Admin Training: Including advanced troubleshooting and system optimization techniques.

11. One Month of Post-Implementation Support: To address any issues and make minor adjustments.

All fees are presented in USD. .