Salesforce B2B Commerce
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Salesforce B2B Commerce

Salesforce B2B Commerce

Start Package

Quick Start Stages

1. The First Call

We get to know all the stakeholders, requirements, and deadlines and schedule meetings to prepare the Statement of Work (SOW) — the duration is approximately 60 minutes.

2. The Discovery Call

We will clarify your goals and show you the list of possible solutions—the duration is approximately two meetings, 120 minutes each.

3. Your Salesforce Platform Development and Configuration Review

Together, we will review the functionality of your brand-new system, guide you through the user interface, and make any necessary adjustments. We will conduct these sessions weekly to ensure a smooth and optimized experience.

4. Preparation for Data Migration and the Migration Itself

We offer ready-to-use templates, guidelines and assist in building data mapping. Your task is to follow the provided directions. The duration may vary depending on the volume of data.

5. The Training

We train all stakeholders to use the system correctly — the duration is approximately 120-180 minutes.

6. User Acceptance Testing

We collaborate closely with your team to double-check and thoroughly test the system, ensuring it aligns with your requirements and operates smoothly. We guarantee that the system runs appropriately and meets your expectations.

7. Post Go-Live Support

We are committed to promptly resolving any issues that arise during the initial weeks after the release. Our dedicated support team is here to assist you, ensuring a smooth transition and helping you gain confidence in the software's reliability.

FAQs

What are the Most Popular Quick Start Packages?

We frequently configure Sales Cloud and Service Cloud within Salesforce Customer 360 Platform setup, as they are vital for various businesses. Salesforce Lightning helps you customize and enhance these components, delivering a flexible and more productive user interface.

Why Should We Choose Redtag for Quick Start Implementation? 

Redtag has a lot of experience helping companies start with Salesforce quickly. We leverage pre-built templates to simplify the process and make it affordable and straightforward. You work with the same team members throughout the project and may be confident we assign the right talents to tackle your problems.

What’s In The Package?

The Quick Start service assists you with a smooth Salesforce (varies with your Salesforce Cloud Technology) adoption and implementation, preserving all your existing data migrated over. You can rely on a dedicated consultant and a QA team to ensure your success. We conduct regular meetings to discuss progress, user testing and acceptance, and training to ensure all stakeholders use Salesforce effectively. Let’s go through our Salesforce Quick Start guide to make it clear.

Quick Start Advantages

Salesforce Quick Start service assists you in adopting and implementing Salesforce smoothly (varies based on your Salesforce Cloud Technology). It ensures the preservation of all your existing data during migration. We conduct regular meetings to discuss progress, user testing, acceptance, and training, guaranteeing effective utilization of Salesforce by stakeholders.

What’s Not Included?

The Quick Start implementations are primarily designed to provide a time-limited and service-limited out-of-the-box solution that caters to the specific requirements of each business and serves as a sufficient starting point for Salesforce. However, it's important to note that certain items may be excluded from the defined scope of work.

  • Custom integrations; 
  • Payment processing; 
  • Marketing automation;
  • Middleware configuration;
  • Tailored mobile solutions; 
  • Third-party storage services integration.

Pricing

Your final price varies with the selected Salesforce Quick Start Packages and your requirements. 

Let's talk about your project

Contact with our Salesforce experts team for consultation
Let's talk
Our offices

🇺🇸 Chicago, IL

325 N Wells St STE 100
Chicago, IL 60654
+1 (312) 885 95 87

🇺🇦 Lviv, UA

B. Khmelnytskoho str, 106
Lviv, 79024, Ukraine
+38 (063) 041 48 99

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Quick starts

Salesforce B2B Commerce

QuickStart Implementations get you up and running fast so you can start seeing the rewards of your investment.
🕜 Total hour:
308
📅 Timeframe:
19 weeks

Salesforce B2B Commerce

Benefits:

  1. Immersive customer experiences
  2. Customized branding features
  3. Enhanced commerce options
  4. Integrated CMS capabilities
  5. Streamlined checkout process

Industries:

  • Manufacturing
  • Retail
  • Professional Services
  • Consumer Goods
  • High Tech
  • Healthcare & Life Sciences

‍

‍

Discovery and Design

🕜Time: 32h
  • Discovery Interviews
  • Solution Design
  • Project Documentation

Development and Configuration

🕜Time: 160h
  • Setup checkout flow with address creation
  • Configure Price Adjustment Schedules (up to 10)
  • Deploy to Production
  • Enable Experience Cloud and Commerce features
  • Enable CMS and create collections
  • Configure sharing settings for Admin and Customer profiles
  • Create and configure Buyer Permission Sets
  • Generate Commerce Reports
  • Create Store with Aura Template
  • Load sample data and configure catalog, categories, products, pricebooks, buyer accounts, contacts, and buyer groups
  • Create and customize Entitlement Policies
  • Customize Experience Builder components (PDP, Search Results/PLP, Cart)

Testing

🕜Time: 32h
  • UAT

Adoption

🕜Time: 24h
  • Admin training
  • User training 

Data Import

🕜Time: 36h
  • Organize up to 1,000 products with categories
  • Set up to 10 pricebooks and entries
  • Manage up to 10 buyer groups
  • Maintain up to 500 accounts, contacts, users, and addresses
  • Define up to 10 entitlement policies and order delivery methods
  • Handle all related junction objects

Post-Go-Live

🕜Time: 24h
  • Support

Salesforce B2B Commerce Packages

Extended Branding (time package)

  • Enhancing and customizing the visual and functional aspects of your B2B portal, ensuring a unique and personalized website design. Services are offered in a package of hours. Our team will maximize the allocated hours to achieve as much of the design and customization work as possible within the given timeframe.

🕜 Time: 130h

Account Switcher

  • Enabling users to place orders under different accounts, such as various company departments, allowing for the display of distinct purchasing conditions, product availability, and pricing.

🕜 Time: 32h

Product Variations

  • Providing the capability to define variations of the same product, such as different colors, sizes, and prices, and to upload these products using a pre-filled template.

🕜 Time: 60h

Shipping Integration (Bringg)

  • Bringg integrates your B2B portal with relevant shipping providers and calculates delivery times and costs based on the chosen shipping provider and product characteristics.

🕜 Time: 64h

Taxes Integration (Avalara)

  • Automating tax calculations using Avalara, ensuring accurate and efficient tax management within your B2B portal (covers Salesforce configuration only)

🕜 Time: 64h

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Guest User Access (for LWR only)

  • Allowing non-registered users to browse products and make purchases, enhancing accessibility and convenience for all potential customers.

🕜 Time: 24h

‍

Registration Form

  • Enabling non-authorized users to self-register on your B2B portal, providing a seamless and efficient registration process.

🕜 Time: 46h

Promotion Workspace

  • The Promotion Workspace consolidates all your promotions in one place. You can use filters to focus on a particular store, buyer group, or promotion field. Quickly see which promotions are active, and change the status of multiple promotions at the same time. Create promotions or edit existing ones.

🕜 Time: 70h

Kateryna Loginova

Book a demo!

Contact with our Salesforce consultant,
Kateryna Loginova, for consultation.

Let’s talk