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SALESFORCE QUICK START PACKAGES

Aug 19, 2022 08:08 AM

Salesforce offers a range of products for firms that automate processes and ramp up productivity & service. Codleo as leading Salesforce consultants in US provides pocket-friendly Quick-start services to set you up for success. Our blog today will focus on these Quick start packages that can be deployed in a matter of some weeks and are easy on the pocket. Let’s read about these offerings from Codleo Salesforce Consultancy. 

  • Sales Cloud QuickStart package by Codleo Salesforce Consultancy 

  • Service Cloud QuickStart package 

  • High Velocity Sales QuickStart package 

  • Marketing Cloud QuickStart package 

  • Pardot QuickStart package by Codleo Salesforce Consultancy 

  • Not for Profit QuickStart package 

  • Education Cloud QuickStart package 

We now read about each of them individually. 

Sales Cloud – This cloud focuses on enhancing the robustness of the sales team with the result in an uptick in sales and ROI. Its special features ensure a robust sales process, 360 degree view of all clients & prospects, and enables efficient communication across channels of choice. It includes -  

  • Project Kick off and Strategy Sessions -Project commencement and engagement sessions. Meet the Salesforce Consultancy team and review the plan & details. 

  • Lead Personalization - Customization of leads for qualifying faster & smartly. Personalization in Salesforce to get results. 

  • Account Configuration - Configure accounts for documenting data related to anyone associated with the sales process. 

  • Contact Customization - Customization of contacts to ensure deeper connections that give a boost to the sales process. 

  • Opportunity Configuration - Configure opportunities for monitoring sales & potential sales pipeline, win rates, competitors, and so on. 

Salesforce Service Cloud – It is software that maximises the entire client servicing process making it robust and efficient. Let your clients take charge with varied self service options with the help of Codleo Salesforce Consultancy. Help customers by giving them access to knowledge articles, account information, and the right community members. It includes - 

  • Project Kick off and Strategy Session - Project commencement and engagement sessions.  Meet the Salesforce Consultancy team and review the plan & details. 

  • Account and Contact Setup - Configure & create fields on accounts and contacts. We will do it for you to get you started on the right path. 

  • Console Setup - Service Cloud console setup. We’ll configure all components, lists, buttons, or quick action links required. 

  • Case Setup - Customise cases to resolve inbound queries. This includes list views, queues, custom fields, and page layouts. 

Salesforce Cloud HVS - It is a streamlined solution created for inside sales teams ( including sales development and business development personnel ) and created to speed up the sales cycle. It brings together many of Salesforce’s core technologies with recently released features. It includes - 

  • Project Kick off and Strategy Sessions - Project commencement and engagement sessions. . Meet the Salesforce Consultancy team and review the plan & details. 

  • Lead and Account Setup - Lead and account setup. We configure & create fields on leads, accounts, and contacts. 

  • Customized Opportunity - Customization of opportunity fields for focused tracking. Be productive and increase efficiency. 

  • Lightning Dialler - Configuration of the Lightning dialler. This enables the use of click-to-call, direct dial, notepad, automatic call logging, and voicemail drops, and so on 

For more on these packages, call the Codleo Salesforce Consultancy team for a quick engagement. 

Tags : Salesforce Staffing
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