Salesforce CRM Bes
What you provide us:
- Your customer data and prospect data for import.
- The custom fields and possible answers for the build out.
- Content for email templates.
Deliverables:
- Salesforce Homepage with the following visuals.
- Frequently used account view
- Frequently used contact view
- Today's tasks
- This week's tasks
- This month's tasks
- 10 custom reports
- Data Cleanse through Postal Software.
- Includes data cleanse, standardization, NCOA and deduplication.
- Up to 5,000 B2B records or B2C records with the following filters:
- Business Filters: Company Name, Sales Volume, SIC Code, Employee Size, Individual Firm Code, NAICS, Owns/Rents and Mailing Address.
- Consumer Filters: Full Name, Mailing Address, Age, Community Involvement, Estimated Income, Gender, Interests, Length of Residence, Marital Status, Number of Children and Vehicle Insurance Renewal Month.
- Two Data Imports.
- Custom Opportunity Tab - Up to 40 custom fields created.
- Tasks Tab - Up to 12 custom tasks in a drop down to track activity.
- Account Tab - Up to 55 custom fields created.
- Contact Tab - Up to 45 custom fields created.
- Dashboard Tab - Up to 12 custom visual reports.
- Custom Email Templates - Up to 15 variable templates.
- Process Builder with 6 custom workflows.
- Includes 1 Salesforce Platinum License.
- Includes 5 hours of Salesforce training at completion.
Disclaimer: Turnaround time on this package is 8 weeks. This package includes 1 Salesforce Platform License for 12 months from the start date. Additional licenses can be purchased for an additional expense.
Additional list filters are available for an additional cost.