This one-week remote service package provides a comprehensive review of your Sales Cloud or Service Cloud implementation. Through virtual Business Process Review sessions, we assess your current setup, identify unused or misused functionality, and propose actionable improvements.
Take advantage of unused or underutilized Salesforce capabilities.
Configure your system to support additional business processes.
Address barriers to ensure your team fully embraces the CRM.
Get more value from your existing Salesforce investment.
Your step-by-step launchpad for a seamless Salesforce deployment.
One-hour kickoff call to coordinate the project.
o Business Process Review and User Adoption Analysis.
o Design, Configuration, and Customization Review.
o Reports, Dashboards, and Data Quality Review.
o Client Project Manager Review and Minor Adjustments
o Preparation of a knowledge-transfer document with recommendations for additional module deployments or configuration changes.
o Two-hour consultation with your system administrator.
Enterprise Edition (EE): $2,900 USD
Professional Edition (PE): $1,900 USD
