CloudPro's Quick Start Program Guide
Choose your Quick Start Options – A Salesforce Business Analyst will meet with you to discuss your business needs and build the Quick Start Implementation Plan that’s right for you.
 

Quick Start Program
Group Edition Pro. & Enterprise Ent. & Unlimited
Typically 1 Week Typically 2 Weeks Typically 3 Weeks
Work Plan Work Plan Work Plan
Deliverables Deliverables Deliverables
Sales Service Sales Service Sales Service

1

Lead Management Configuration

 

 

 

 

 

2

Web to Lead

 

 

 

 

3

Contact and Account Management Configuration

4

Products and Price List Configuration

 

 

 

 

5

Opportunity Management Configuration

 

 

 

6

Case Management Configuration

 

 

 

 

 

7

Web to Case and eMail to Case

 

 

 

 

8

Assets, Contracts Management Configuration

 

 

 

9

Campaign Management Configuration

 

 

 

 

 

10

5 HTML eMail Communications Templates
(1 Letterhead)

 

 

 

 

11

10 HTML eMail Communications Templates
(1 Letterhead)

 

 

12

Solution & Knowledge Configuration

 

 

 

 

13

Service Cloud Console Configuration

 

 

 

 

14

Workflow Rules and Alerts
(5 workflow rules)

 

 

 

 

15

Custom Object Development
(3 Objects for functionality not available in SF)

16

Data migration of leads, accounts, contacts
(1 single source Excel file for each)

17

5 Reports and 2 Dashboard Developments
(20 components each)

 

 

 

 

18

10 Reports and 2 Dashboard Developments
(20 components  each)

 

 

19

AppExchange deployment
(2 applications from AppExchange)

 

 

 

 

20

2 hour training session via GTM with End Users

 

 

21

2 hour handover to Systems Administrator via GTM 

 

 

22

4 hour training session via GTM with End Users

 

 

 

 

23

4 hour handover to Systems Administrator via GTM 

 

 

 

 

24

Health Check, Follow-Up Consultation