Fixed Cost
- Fixed Cost
- Fixed Scope
- Eliminate Scope Creep
- Clear Expectations
Quick Timeline
- Fixed Timeline
- Quick Win
- Faster Time to Value
- Less Burden On Internal Resources
Salesforce Foundation
- Limited Change
- Set Up for Future Success
- Crawl / Walk / Run
- Build Adoption
Here’s What You’ll Get When You Sign Up
- Configure Security Profiles and Permission
- Configure Role Hierarchy and Sharing Settings
- Modifications to Lightning Page Layouts
Activities & Communication
- Configure custom fields related to Tasks or Events
- Define activity types (e.g. Call, Email, Demo, etc.)
- Configure page layout components to display all required activity fields to complete
Account & Contact Management
- Configure standard and custom fields
- Setup Account Types to manage Prospects and Customers
- Workflow Rules - single action rule that if criteria is met provide time based or real time results in the form of an email alert, field update, or task creation
- Creation of email templates for email alerts
- Requirements to be provided by Client
- Design, Review and Implement
- Design during the project will identify rules to be built. Note the limit of rules this estimate is based on. Using more will incur more hours, less will incur less hours.
- Configure Security Profiles and Permission
- Configure Role Hierarchy and Sharing Settings
- Modifications to Lightning Page Layouts
- 5 Hours of Hand On Training
- Train the Trainer
Plus Select Up To Three of the Following:
Rithom Salesforce Consulting Hours (pp to 3)
- Best Practices
- Roadmap
- Sales Process
Application Installation and Configuration
- Must be Salesforce APPEXCHANGE Product
Additional Automation Rule (up to 1)
Data Migration - IMPORT ONLY (excludes Notes / Attachments)
- Customer responsible for export and data scrubbing
- Lead Routing (Standard Lead Assignment by Criteria ONLY)
- Lead Stages (up to 4)
