salesforce implementations

 salesforce

SALESFORCE GROUP EDITION SET-UP

Salesforce 1 day Quickstart: €500  - Contact barry@devonconsult.com 

  • Review of your business process
  • Set-up users
  • Customise the lead page
  • Design a web-to lead form to pass to your web developers
  • Set up Lead Assignment Rules
  • Customise the Account and Contact page, map lead fields
  • Customise the Opportunities page
  • Set up 3 reports and 1 dashboard to monitor key KPIs
  • One Migration of data from CSV into Leads/Accounts/Contacts
  • Demonstration and run through of Solution
  • Final minor tweaks

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