Sales Engagement 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 discuss your finalized goals for Salesforce, including a customization plan for your sales process.

Lead and Account Setup

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

Customized Opportunity

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

Sales Cadence

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

Lightning Dialer

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.

Salesforce Training

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

Ready to get started? We can help.