Consumer Goods Quick Start Package

Completion Timeline: Approximately 4 Weeks
Call +1 516 637 2191 or email for more information.

Project Kickoff and Business Process Reviews

We’ll review the project plan for implementation, introduce you to our team of experts, and request access to your Salesforce org.

Lead Personalization

We’ll personalize leads in Salesforce to ensure you’re recording and qualifying prospects fast and efficiently.

Account and Contact Configuration

  • We’ll configure accounts for documenting information related to businesses, households, organizations, or agencies involved in the sales process.
  • We’ll customize contacts for managing the personal and relevant details needed to make sales happen.

Opportunity Configuration

We’ll configure opportunities for tracking your sales and potential sales pipeline, win rates, competitors, and sales stages for ease of reporting.

Retail Stores and Products Customization

  • We’ll customize retail stores to capture information about each physical location under an account to facilitate visit planning.
  • We’ll create categories and assortments of products to track against retail stores.

Visit Planning and Execution

Customize visits for reps to plan and determine what tasks need to be completed at each store.

Maps Configuration and Optimization

  • Create five layers with up to three preset criteria
  • Configure hover fields with related lists from field data
  • Configure up to two routes for optimization, up to 50 stops per route

Salesforce Training

We’ll perform a custom, one-hour webinar data import training session to train on importing leads, accounts, and contacts in Salesforce.

Ready to get started? We can help.