Lightning Fast Sales + Service

Cost: $5,400

Time to Value: 3 Weeks

Who is this for?

Small businesses looking to quickly set up a single business unit on Salesforce. Typically you are purchasing Professional Edition Sales Cloud licenses, but we offer the same services bundle to anyone looking to get up to two business units moving lightning fast on Sales and Service Clouds. From our mobilization meeting to go-live, we schedule our entire process to take approximately two weeks, so that you start getting value out of your new system right away.

What’s Included

Lightning Fast Essentials

  • Access to our proven Salesforce implementation methodology and templates

    • Mobilization template

    • Communication plan

    • Discovery preparation template

    • Data templates

  • Users and permissions (sharing and security)

  • 1 Custom App

  • 1 Customized Home Page

  • Chatter - up to 5 collaboration groups (including a help group and a suggestion group)

  • Accounts

  • Contacts

  • Activities

  • Metrics (Reports and Dashboards)

Lightning Fast Sales

  • Leads

  • Opportunities

  • Collaborative Forecasting

  • Web-to-Lead

  • Email integration with outlook and/or lightning sync

Lightning Fast Service

  • Cases

  • Social Customer Service (2 total accounts from twitter and/or facebook)

  • Web-to-Case

  • Email-to-Case On Demand


Lightning FasT Add-Ons

  • Post Go-Live Support Package ($1500) recommended

    • We'll stay with you to help update the system, drive adoption, and plan your roadmap for the month following go-live

    • Weekly support meetings for one month following go-live (3 hours long) to be used for the following common needs

      • Review adoption metrics with leadership

      • Plan improvements and changes to the system to increase productivity

      • Administer users and make changes to system as needed

      • Review training topics as needed

      • Train internal admin on basic administrative functions

  • Data Migration ($200/hr)

    • Whether your data is in spreadsheets, another database, or an old CRM, let us help you with some or all of the steps to get it into its new home - Salesforce.

      • Mapping - deciding what data points needs to come into salesforce, and which field in salesforce they will live in

      • Extraction - pulling data out of its current location

      • Transformation - changing the format of the data so that it can be loaded into Salesforce

      • Loading - Inserting the data into Salesforce

  • Process Automation ($1000)

    • One process builder (or other automation tool where available) to automate an interaction, such as automatically creating or updating records at key points in a process

  • Smb Apps ($1000)

    • Installation and configuration of any smb app available on the app store