Sales Cloud Quick Start

Duration options
40 Days

Investment Expectation
NZ$7,500

Accelerate your business growth with Sales Cloud

Our Sales Cloud Quick Start accelerates your business growth by fully implementing Sales Cloud with customised leads, accounts, contacts, and opportunities, ensuring you can close more deals efficiently.

 

Plus, with comprehensive training included, your team will be equipped to generate new leads and maximize sales potential from day one.

Here’s more details on what you’ll get!

  1. Project Kickoff and Business Process Reviews (current and desired processes) - We assist and review the project implementation plan, introduce you to our team of experts, and provide your Salesforce licenses or request access to your Salesforce org.

  2. Lead Personalisation - We personalise leads in Salesforce to ensure you record and qualify prospects quickly and efficiently.

  3. Account Configuration - We work with you and configure accounts for documenting information related to businesses, households, organisations, or agencies involved in the sales process.

  4. Contact Customisation - We work with you to configure contacts to manage the personal and relevant details needed to make sales happen.

  5. Opportunity Configuration - We work with you to configure opportunities for tracking your sales and potential sales pipeline, win rates, competitors and sales stages for ease of reporting.

  6. Salesforce Training - We provide a one-hour custom webinar training session of the Salesforce setup for your organisation.

  7. Project Close - We work with you to sign off on testing, turn everything live and complete post-project analysis and satisfaction surveys.

Pricing is for implementation services only, with Salesforce licenses being additional.

Licenses can be purchased through Relationship Unlimited at a cost of $230 NZD per user per month (billed annually at $2,760 + GST per user for an Enterprise level license). Other license types as well as payment options are available so will be discussed during project kickoff.