Salesforce Experience Cloud
Start Package
Essential
from
by request
Get started and get noticed
- Start your digital transformation with Redtag Experience Cloud Quick Start Package;
- Get your basic objects configured;
- Take advantage of Experience Portal Landing Page and menu tabs setup to streamline navigation;
- Leverage page layout customization;
- We offer admin and user training;
- We provide post go-live support.
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Growth Start
from
by request
Take advantage of the flexibility
- All features from Essential
- Take advantage of the Salesforce Chatter for enhanced collaboration and seamless communication;
- Take advantage of the opportunity to create customized Experience Pages that align with your company's unique approach and brand;
- Elevate your communication with professionally designed email templates that project an immaculate image;
- Gain insights into adoption rates through detailed adoptions reports and dashboards.
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Ultimate Start
from
by request
Scale up your business
- All features from Growth Start
- Seamlessly migrate your records for a smooth transition;
- Get your pages customized to your needs;
- Ensure data integrity and compliance with the implementation of additional validation rules;
- Leverage convenient dashboards designed for Experience users, so they can make and track orders, manage cases, and find answers to common questions.
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Simple and Sustainable
Pricing
Features
Essential
4-5 weeks
Growth Start
4-5 weeks
Ultimate Start
4-5 weeks
Discovery and Design
- Discovery Interviews
- Design Documentation
- Discovery Interviews
- Design Documentation
- Discovery Interviews
- Design Documentation
Development and Configuration
- Customer case creation. Case status tracking.*
- Set up and configure the secure experience portal landing page, menu tabs*
- Standard and Custom object Management*
- Custom branded User Registration/Sign-in page*
- Company branding
- Custom community URLs.
- Case Assignment rules update
- Specialized Experience User profile
- 2 Hierarchy roles
- Hierarchical sharing model
- Customer case creation. Case status tracking.*
- Set up and configure the secure experience portal landing page, menu tabs*
- Standard and Custom object Management*
- Custom branded User Registration/Sign-in page*
- Company branding
- Custom community URLs.
- Case Assignment rules update
- Specialized Experience User profile
- 2 Hierarchy roles
- Hierarchical sharing model
- 2 Email Templates
- Guest User profile adjustment
- Custom Experience pages*
- Chatter
- Reset Password
- Customer case creation. Case status tracking.*
- Set up and configure the secure experience portal landing page, menu tabs*
- Standard and Custom object Management*
- Custom branded User Registration/Sign-in page*
- Company branding
- Custom community URLs.
- Case Assignment rules update
- 2 Specialized Experience User profile
- 3 Hierarchy roles
- Hierarchical sharing model
- 5 Email Templates
- Guest User profile adjustment
- Custom Experience pages*
- Chatter
- Reset Password
- Digital Experience Sharing Sets
- Up to 5 Reports for Experience Users
- 2 Dashboard for Experience Users
- User file upload
Adoption
- Admin training
- User training
- Admin training
- User training
- Admin training
- User training
Data migration
- Up to 10000 records in total - Legacy system user transfer with up to 3 related objects from single source per object
Post-Go-Live
- Support
- Support
- Support
* Total effort related to management items boundaries
Addons
Didn't find any relevant solution for you?
Contact our sales manager and we will try to find something personalized for you!
Contact Sales Manager
Salesforce Experience Cloud
Quick Start Benefits
Enhance engagement by delivering personalized experiences to stakeholders and clients, tailored to their preferences and behavior;
Streamline internal and external communication;
Provide self-service capabilities to your customers and partners, enabling them to access information conveniently, seamlessly submit support requests, and intuitively manage their accounts. This approach helps reduce expenses and enhance customer satisfaction;
Empower your customers, partners, and employees to connect and share information - build stronger relationships, and improve productivity;
Utilize Salesforce Lightning to customize the layout of your portals and resources according to your brand strategy, enhancing user experience with an intuitive and convenient interface.
Harness the power of seamless integrations with other Salesforce Clouds to enhance and amplify the capabilities of your services.
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.
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
