|
|
|
|
| |
QuickStart Standard |
| |
| QuickStart Standard: Recommended for small businesses who want to jump start their first CRM deployment with Sales Force Automation and Contact Management Requirements. |
- Day 1 - Business Process Review
- Day 2 - Setup Users and Basic Security (Standard roles and profiles) PLUS - Customize leads and contacts
- Day 3 - Account and Opportunities Configuration (Does not include workflow/alerts) PLUS - Development of HTML Communication Email/Word Docs (includes client shadowing)
- Day 4 - Creation / customization of 2 dashboards (with 10 dashlets/gadgets each) PLUS - Data Load from 1 Excel File (Account and Contacts only) PLUS - 1 Hour System Administrative Review with Client Project Manager
- Day 5 - Conference Room Pilot and system tuning PLUS - 2 Hour System Administration Transition and 4 Hour User Training
|
| |
Cost: $6,500 |
| |
| Note: Does not include advanced deployments, advanced customizations, complex workflow, data migration or complex
reports and dashboards. |
| |
| QuickStart Service Brief |
 QuickStart Basic |
| QuickStart Deluxe |
| |
| Questions? Please call us at 1-800-425-9843 x2500 or email us at
. |
|
