Sales Engagement Quick Start Package

We’ll discuss your finalized goals for Salesforce, including a customization plan for your sales process.

We’ll configure and create fields on leads, accounts and contacts — your customer base.

We’ll set up opportunity fields for precise sales tracking.

We’ll configure sales cadence with up to five steps for sales users to follow in Sales Engagement.

We’ll configure the Lightning Dialer to use click-to-call, direct dial, notepad, automatic call logging, and voicemail drops, as well as calling lists.

We’ll perform a custom, one-hour webinar training session of your Salesforce application.