3 – 4 Days Engagement | Tier 1

Onsite discovery
Design Documentation
Initial Standard Setup
Web to Lead
Leads, Accounts, Contacts and Opportunity Configuration
Custom Reports and Dashboard
End user training

4 – 7 Days Engagement | Tier 2

All of Tier 1 +
Custom Objects
Quote configuration
Data migration support
Additional Custom Reports
Email Integration
System Administrator Training

7+ Days Engagement | Tier 3

All of Tier 2 +
AppExchange Plugins
Automation (Approval Process)
System Admin Training
Training Materials
Follow up session
One Month Managed Services

Specialty Engagement – Dun & Bradstreet (D&B) Hoovers

Installation, Setup and Configuration with Salesforce
Dynamic List Build Out
Custom Account Creation process with Sales Cloud
Customized Account, Lead and Contact
Conceptual Search, Industry Sector Segmentation
Account and Contact data field mapping

Specialty Engagement – Informatica Cloud

Installation, Setup and Configuration of Informatica Cloud Solution
Cloud Customer 360 – Master Data Management (MDM) Solution
Address Doctor Data Quality setup, strategy configuration and customized Account, Contact and Lead screen in Salesforce
Custom Account Creation process with Sales Cloud
Custom Account Scout (google like type ahead) setup and configuration

Miller Heiman Sales Access Manager

Miller Heiman Sales Access Manager (SAM) installation, configuration with customize data field mapping
Miller Heiman Blue Sheet integration with Opportunity in Salesforce
Miller Heiman Green Sheet integration with Activity in Salesforce
Miller Heiman Gold Sheet integration with Account in Salesforce
Miller Heiman Funnel Score card integration with Opportunity in Salesforce
Setup MHG Sales Access Manager licenses for all CRM users

Lead Qualification and Sales Process based on Miller Heiman Sales Methodology

Miller Heiman Sales Access Manager (SAM) installation, configuration with customize data field mapping
Miller Heiman Blue Sheet integration with Opportunity in Salesforce
Miller Heiman Green Sheet integration with Activity in Salesforce
Miller Heiman Gold Sheet integration with Account in Salesforce
Miller Heiman Funnel Score card integration with Opportunity in Salesforce
Setup MHG Sales Access Manager licenses for all CRM users

Specialty Engagement – GetFeedback integration with Salesforce

Installation, Setup and Configuration of GetFeedback with Salesforce
Setup customer response tracking with Account, Opportunity and Contact
Custom Net Promoter Score (NPS), Voice of Customer (VOC), Customer Survey tracking in Salesforce CRM
Design and build custom survey integrated with Salesforce

Specialty Engagement – Pardot Marketing Automation with Salesforce

Installation, Setup and Configuration of Pardot with Salesforce
Setup Marketing Campaign in Salesforce
Append Pardot Prospect in Salesforce Marketing Campaign
Setup, Configure and Create Pardot Landing Page
Setup, Configure and Create Pardot Email Templates
Setup Pardot Engagement Studio
Setup the integration between Salesforce and Pardot

Specialty Engagement – Training

Salesforce Overview, Organizational Setup
User Set up, Global User Interface
Security and Access, Standard and Custom Objects
Sales and Marketing, Service and Support Applications
Applications, Activity Management, Chatter
Data Management, Content and Folder Management
Analytics, Reports and Dashboards, Workflow Automation
Desktop and Mobile Administration, App exchange

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