Project Initiation and Business Process Evaluation:
Our team will present the strategic roadmap for the execution of the project, acquaint you with our proficient cadre of specialists, and solicit access to your Salesforce organization.
Sales Cloud Configuration
Lead and Account Setup and Customization
Configure Lead-To-Opportunity Business Process
Configure Opportunity to track Sales and pipeline, win rates, competitors, and sales stages for ease of reporting.
Data Import
Data Import (Max 50,000 records) for Leads, Accounts, Contacts, Products with a Predefined CSV Format
Benefits:
Comprehensive 360 degree customer view
Increase user adoption
Automate business processes
Close deals faster
Training (uptown 10 hrs)
Training provide for successful adoption
Reporting
Create 10 reports and 2 Dashboards
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