21
Nov
Light Starter Pack
Light Starter Pack
Guided Configuration Service
from Lead to Opportunity
with 1 revisions.
Salesforce Standard Implementation
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Lead Management, Web to Lead, Lead Assignment
- Web to Lead configuration ( Get lead information from Website )
- Add up to 30 fields – Adjust Page Layout
Account & Contact Management
- Custom field creation in Account and Contact objects, as per your requirement – Adjusting page layout
Opportunity Management
- Opportunity configuration as per your sales process
- Add up to 30 fields – Adjust Page Layout
Sales Activities Management
Security Setup
- Custom profile creation – Setting up role hierarchy in system
- Defining access to objects, fields etc. for different profiles.
- Defining data access rules
Report with basic Dashboard
- Standard Reports (10 Reports)
- Dashboard components (2 Dashboards)
Standard Mobile Apps Configuration
Data Migration
- One-time data migration of leads, accounts and contacts
- Customer will be providing cleansed data in given templates.
Training Class: User Training x 1 (remote webcast for outside Bangkok )
One week warranty support