Salesforce
Salesforce
Implementation
Includes:
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60-minute Strategy Session
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60-minute Salesforce Training Walkthrough
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Setting up your email templates
(up to 10) -
Creation of 1 new object
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Creation of up to 10 new fields
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2 Workflows
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1 Integration
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1 week of support through Asana
PLUS: Client Journey Template
Email Template Basic Kit
Asana Tutorial Video: The Basics
Need to set up your Salesforce but don’t know where to start?
That’s where we come in. This package includes a 1:1 strategy session where we plan and map out your client’s journey from start to finish. We will also map out how you need your Salesforce to look and be customized in order to meet your unique business needs.
We will define the most important pieces of your Salesforce that you will need for your business and prioritize those. We will make sure your sales process is updated and reflected accurately and working efficiently within your Salesforce.
Have an existing Salesforce but need some help customizing it or fixing something up?
Or perhaps you need to add a workflow or integration and you’re not sure how?
Maybe you need some new reports and dashboards created?
We're here for you! Let’s sit down and discuss what you need help with and how we can assist you and get your Salesforce running efficiently again.