Salesforce Sales Cloud
Start Package
Essential
from
by request
Optimize your sales process
- You can track leads, accounts, contacts, and opportunities;
- Get custom fields and basic process automation capabilities;
- Synchronize email and calendar data of your team with Salesforce;
- Get the critical performance reports you can monitor on dashboards;
- Migrate contacts and deals to Salesforce;
- Post go-live support.
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Growth Start
from
by request
Leverage automation and customization
- All features from Essential
- Automate sending tailored templates;
- Conduct Web-to-Lead configuration;
- Track goods and services you sold;
- Create configured marketing campaigns to make informed decisions.
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Ultimate Start
from
by request
Fast growth for scaling up your business
- All features from Growth Start
- Automate and optimize sales and marketing;
- Migrate all your data and streamline communication;
- Grow your team and handle more complex processes;
- Leverage quote generation.
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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
- Tailored Sales App
- Lead Management*
- Account and Contact Management*
- Sales process Management*
- Specialized Sales Rep profile
- 2 Hierarchy roles
- Hierarchical sharing model
- Matching & Duplication rules
- Up to 5 Reports
- 1 Dashboard
- E-mail Basic Integration (Gmail/Outlook)
- Tailored Sales App
- Lead Management*
- Account and Contact Management*
- Sales process Management*
- Specialized Sales Rep profile
- 2 Hierarchy rolesHierarchical sharing model
- Matching & Duplication rules
- Up to 5 Reports
- 2 Dashboard
- 2 Email Templates
- Web-to-Lead
- Activity (Task, Event) Management*
- Price Book, Product Management*
- Campaign Management*
- Tailored Sales App
- Lead Management*
- Account and Contact Management*
- Sales process Management*
- Up to 2 Specialized profiles
- Up to 3 Hierarchy roles
- Hierarchical sharing model
- Matching & Duplication rules
- Up to 5 Reports
- 2 Dashboard
- 5 Email Templates
- Web-to-Lead
- Activity (Task, Event) Management*
- Price Book, Product Management*
- Campaign Management*
- Order Management*
- Contract Management*
- Quote Management*
- Up to 2 Specialized Apps
- Up to 3 sharing rules
Adoption
- Admin training
- User training
- Admin training
- User training
- Admin training
- User training
Data migration
- Up to 10000 records in total - Leads, Accounts, Contacts from single source per object
- Up to 15000 records in total - Cases, Accounts, Contacts, Emails, Tasks, Events from single source per object
- Up to 15000 records in total - Cases, Accounts, Contacts, Emails, Tasks, Events from single source per object
Post-Go-Live
- Support
- Support
- Support
* Total effort related to management items boundaries
- Lightning Flow automation (up to 2 simple fast field updates - less than 5 elements)
- Simple Validation Rules (up to 2)
- Page Layout Customizations (up to 5)
- Lightning Page Customizations (up to 5)
- Custom fields (up to 50)
- Define List Views (up to 5)
- Additional record types (up to 2)
- Lightning Flow automation (up to 2 simple fast field updates - less than 5 elements)
- Simple Validation Rules (up to 5)
- Page Layout Customizations (up to 10)
- Lightning Page Customizations (up to 10)
- Custom fields (up to 80)
- Define List Views (up to 10)
- Additional record types (up to 5)
- Lightning Flow automation (up to 10 of various complexity)
- Simple Validation Rules (up to 10)
- Page Layout Customizations (up to 20)
- Lightning Page Customizations (up to 20)
- Custom fields (up to 150)
- Define List Views (up to 20)
- Additional record types (up to 10)
Addons
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Salesforce Sales Cloud
Quick Start Benefits
Within an approximate four-week timeframe, we will deliver a comprehensive solution that is tailored to meet your specific business requirements;
Effectively manage your sales pipeline from lead generation to closure while improving communication channels;
Automate time-consuming tasks and help your team work effectively;
Improve communication between team members and close deals faster - choose Salesforce Sales Cloud Quick Start;
Optimize data analytics and reporting capabilities to increase team productivity with regular, detailed reports;
Automatically prioritize and route leads for efficient lead management for some package plans;
Salesforce Sales Cloud keeps all of your contact information, sales history, and customer interactions in one place;
Salesforce Sales Cloud enables your sales team to automate lead assignments, email follow-ups, and data entry. Optimize your team's workflow, increase efficiency, and focus on selling;
Get robust analytics tools to accurately forecast sales, be aware of trends, and evaluate your sales strategies;
Utilize mobile apps to empower your sales team with the ability to access customer data, manage leads, and close deals while on the move;
We customize the platform to align with your specific business needs, provided that the required work remains within the defined time constraints of the 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.
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
