Our experienced Technology Lead / Architect will analyze your requirements in detail and will do a fit-gap analysis with respect to the Salesforce package that you have purchased. At the end of this exercise, we will have a clear understanding of the configurations we will be implementing in your Salesforce CRM.

We will need your Business Analysts/Key users to share his business requirements with us and also validate our understanding if needed.

Salesforce Lead management process drives your sales pipeline and streamlines your sales process. It also automates lead generation and tracking process to ensure that leads are never dropped. Your Sales team has instant visibility to the latest prospects.

Implementation of Lead Management includes:

• Web to Lead configuration
• Lead assignment configuration
• Validations & workflow configuration
• Auto response configuration

Account and contact management will help you get a complete picture of your customers with everything you need in one place—including key accounts and contacts, account history, customer communications, and internal account discussions.

Followings will be delivered as a part of Account and Contact Management implementation:

• Custom field creation in Account and Contact objects, as per your requirement
• Setting up new page layout
• Setting up new record type
• Configuring Email templates

Manage all your opportunities, create quotes and stay connected to the people and information you need to close every sale, from anywhere.

We will deliver the following as a part of setting up opportunity management process:

• Opportunity configuration as per your sales process
• Setting up products and price books
• Setting up templates for quote generation
• Work flow set up
• Approval process set up
• Configuring record types and page layouts

Create campaigns and track them to measure campaign effectiveness.

Following work is in scope as part of Campaign Management set up:

• Custom field creation
• Record type and page layout set up
• Configuring Email templates
• Campaign ROI reporting

Reports and dashboards are key to driving success and adoption for any CRM project. They provide the users a view of past and current performance

As a part of this package we will create custom reports (upto 10 in number) and dashboard components (upto 2).

Profiles (different functions in an organization) and Roles control the level of visibility that users have into your organization’s data. This is key to a successful CRM system in terms of data security and level of access. We will study your business process and role hierarchy and help to have the right roles and profiles in the system.

As a part of this we will take up following activities:

• Custom profile creation
• Setting up role hierarchy in system
• Defining access to objects, fields etc. for different profiles.
• Defining data access rules

We will migrate your existing data into Salesforce CRM

• One-time data migration of leads, accounts and contacts
• Customer will be providing cleansed data in given templates.

We will provide you with End user and Admin Training to bring your staff up-to-speed with the usage of Salesforce.com. This will also help you with quick user adoption of Salesforce system.

Following are in scope

• One remote user training
• One remote admin training