Project Kickoff and Business Process Reviews

• We’ll review the project plan for implementation, introduce you to our team of experts, and request access to your Salesforce org.

Lead Personalization

• We’ll personalize leads in Salesforce to ensure you’re recording and qualifying prospects quickly and efficiently.

Account Configuration

• We’ll configure accounts for documenting information related to businesses, households, organizations, or agencies involved in the sales process.

Contact Customization

• We’ll customize contacts for managing the personal and relevant details needed to make sales happen.

Opportunity Configuration

• We’ll configure opportunities for tracking your sales and potential sales pipeline, win rates, competitors, and sales stages for ease of reporting.

Salesforce Training

• We’ll perform a custom, one-hour webinar data import training session to train on importing leads, accounts, and contacts in Salesforce.