Sales Cloud Activate:
Standard Package

Get set up in Salesforce with our initial configuration of all standard and custom items to match your business logic and receive training and support after your solution is live.

Typical timeline: 4-6 weeks.

Deliverables:

• Administrative configuration
• Configuration of additional fields on standard objects
• Configuration of up to 5 custom objects
• Initial data import for Accounts, Contacts, Leads, Opportunities, Quotes
• Up to 10 reports, 3 Dashboards
• Up to 5 automated processes
• Up to 3 email templates
• Up to 3 quote templates
• Up to 2 validation rules
• Up to 4hrs of solution-based training
• Post-launch support