Consumer Goods Quick Start Package

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

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

• 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.

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

• 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.

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

• 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

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