Salesforce Sales Cloud
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Salesforce Sales Cloud

Salesforce Sales Cloud

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

Looking for Services?

sales@redtag.pro

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Quick starts

Salesforce Sales Cloud

QuickStart Implementations get you up and running fast so you can start seeing the rewards of your investment.
🕜 Total hour:
120
📅 Timeframe:
8 weeks

Salesforce Sales Cloud

Sales Cloud:

  1. Web lead seamless capture 
  2. 360-degree customer view
  3. Customizable sales workflow
  4. Integrated email communication
  5. Advanced data reporting

Industries:

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

‍

‍

Discovery and Design

🕜Time: 20h
  • Discovery Interviews
  • Solution Design
  • Project Documentation

Development and Configuration

🕜Time: 68h
  • Capture leads from your website and assign them correctly
  • Track essential client data for a 360-degree view
  • Reflect your sales workflow in Salesforce 
  • Harness data with tailored Reports and Dashboards
  • Integrate seamlessly with Gmail/Outlook 
  • Ensure data access is secure and authorized

Adoption

🕜Time: 10h
  • Elevate your team's efficiency with personalized User Training.

Data Import

🕜Time: 12h
  • Get your existing Leads, Accounts, Contacts, and Opportunities migrated.

Post-Go-Live

🕜Time: 10h
  • Enjoy peace of mind with our dedicated Post-Go-Live support, ensuring your Salesforce remains seamless and optimized for success.

Salesforce Sales Cloud Packages

Products & Quotes

  • Ensure your quotes are accurate and visually compelling.

‍🕜 Time: 40h

Orders & Contracts

  • Efficiently manage contracts from creation to renewal.

‍🕜 Time: 30h

Advanced Account and Opportunity management (teams, splits, contact roles)

  • Enable seamless team communication.
  • Distribute credit and rewards accurately.

‍🕜 Time: 20h

Sales Engagement

  • Accelerate sales with a high-productivity workspace
  • Guide reps through prospects in the Work Queue with Custom cadence. 
  • Boost efficiency with Sales Dialer, Lead Scoring, Automated Actions, Einstein Insights, and Reports

‍🕜 Time: 30h

Dialer

  • Use Sales Dialer for seamless telephony. 
  • Make/receive calls, add notes, and log data easily.

‍🕜 Time: 25h

Sales Cloud for Slack

  • Help sales teams close deals faster in Slack
  • View records, check pipelines, get reminders, and stay updated via channels

‍🕜 Time: 30h

Salesforce Maps

  • Use Salesforce Maps to visualize data on maps, such as customer
  • locations, sales territories, and market trends. Overlay additional data
  • layers on maps, such as demographic information, competitor locations,
  • or other relevant business data. Plan efficient travel routes, reducing
  • travel time and costs while maximizing the number of appointments or
  • service calls they can complete in a day. Schedule and manage
  • appointments based on proximity, helping to maximize the productivity
  • of field agents by clustering nearby appointments together. Salesforce
  • Maps can provide real-time tracking of field agents, helping managers
  • monitor their teams and ensure efficient operations.

🕜 Time: 35h

Einstein for Sales

  • Supercharge sales with key predictions, intelligent recommendations, and timely automation at every step.

🕜 Time: 40h

‍

Digital Engagement (Optional)

🕜 Time: 40h

Kateryna Loginova

Book a demo!

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

Let’s talk