Jet BI
Dublin, Ireland
Salesforce Sales Cloud® Configuration from scratch
Configuration of certain functionality to cover customer business requirements using out of the box declarative tools provided in Salesforce®. This can be anything from UI modifications to process automations to make Salesforce work precisely how the customer needs it to, resulting in a more efficient and and effective workflow for their business.
| Features |
Small $3,700 /moSalesforce Sales Cloud®, Enterprise Edition |
Medium $7,700 /moSalesforce Sales Cloud®, Enterprise Edition |
Large $9,700 /moSalesforce Sales Cloud®, Enterprise Edition |
|---|---|---|---|
|
Project initiation & requirements clarification |
2 discovery sessions preparation of high level requirements specification |
3 discovery sessions preparation of high level requirements specification and solution architecture design |
4 discovery sessions preparation of high level requirements specification and solution architecture design |
|
Project Management |
2 weekly status calls and demonstrations |
4 weekly status calls and demonstrations status reports daily team coordination deliverables confirmation |
6 weekly status calls and demonstrations status reports daily team coordination deliverables confirmation |
|
Security and Visibility Model Setup |
2 Profiles 2 Roles |
Configuration of OrganizationWide Defaults Profiles up to 4 Permission Sets up to 4 Roles and Role Hierarchy Sharing Rules up to 4 |
Configuration of OrganizationWide Defaults Profiles up to 4 Permission Sets up to 6 Roles and Role Hierarchy Sharing Rules up to 6 |
|
Lead Management Setup |
1 Lead Page Layout 1 Lead Process 1 Lead Assignment Rule with 2 entry criteria 5 custom fields |
2 Lead Record Types 2 Lead Page Layouts 2 Lead Processes 1 Lead Assignment Rule with 2 entry criteria 10 custom fields |
2 Lead Record Types 2 Lead Page Layouts 2 Lead Processes 1 Lead Assignment Rule with 5 entry criteria Round Robin assignment model 10 custom fields |
|
Account Management Setup |
1 Account Record Type 1 Account Page Layout 5 custom fields |
2 Account Record Types 2 Account Page Layouts 2 Account Record Page 10 custom fields |
2 Account Record Types 2 Account Page Layouts 2 Account Record Pages 10 custom fields |
|
Opportunity Management |
1 Opportunity Record Type 1 Opportunity Page Layout 1 Sales Process Setup 5 custom fields |
2 Opportunity Record Types 2 Opportunity Page Layouts 2 Opportunity Record Page 2 Sales Processes Setup 10 custom fields |
2 Opportunity Record Types 2 Opportunity Page Layouts 2 Opportunity Record Page 2 Sales Processes Setup 10 custom fields |
|
Products and Price Book Configuration |
50 products 1 Price Book |
200 products 1 Price Book |
1000 products 2 Price Books and Multicurrency |
|
Quote Management |
1 Standard Quote Template |
1 Custom Quote Template |
2 Custom Quote Templates |
|
Approval Process |
1 Approval Process |
2 Approval Processes |
4 Approval Processes |
|
Analytics Setup |
8 standard reports 1 dashboard |
12 standard reports 2 dashboards |
20 standard reports 2 dashboards |
|
Configuration of validation rules to ensure accurate data entry |
4 validation rules |
8 validation rules |
10 validation rules |
|
Website integration via standard Web-to-Lead form |
1 WebtoLead form Web form implementation on the customer website will be done by the customer team |
2 WebtoLead forms Web form implementation on the customer website will be done by the customer team |
2 WebtoLead form with hidden fields Web form implementation on the customer website will be done by the customer team |
|
Connection with Gmail/Outlook |
|||
|
Data Migration |
Lead Contact Account records up to 10 fields per object up to 1000 records Data Cleanup is out of scope |
Lead Contact Account records up to 20 fields per object up to 5000 records Data Cleanup is out of scope |
Lead Contact Account Opportunity and Contract records up to 20 fields per object up to 5000 records Data Cleanup is out of scope |
|
UAT Support |
4 hours included |
8 hours included |
8 hours included |
|
Quality Assurance |
QA of the basic end to end business scenario |
QA of the basic end to end business scenario |
QA of the basic end to end business scenario |
|
JET BI Pack for Sales Productivity (Advantage, Conversayit) |
Package installation and basic configuration Free Licenses for the 1st year 10 hours of implementation and consultancy services |
Package installation and basic configuration Free Licenses for the 1st year 20 hours of implementation and consultancy services |
Package installation and basic configuration Free Licenses for the 1st year 40 hours of implementation and consultancy services |
|
Contract Management |
Available upon request |
Available upon request |
1 Contract Record Type 1 Contract Page Layout 10 custom fields |
|
Campaign Management |
Available upon request |
Available upon request |
2 Campaigns |
|
Automation of manual processes and operations, configuration of email notifications, using declarative development |
Available upon request |
2 Flows |
4 Flows |
|
Integration with a CTI Solution (e.g. Aircall, Amazon Connect, etc.) using pre-built packages provided on AppExchange |
Available upon request |
Package installation and basic configuration |
Package installation and basic configuration |
|
Integration with a document management software (e.g. PandaDoc, DocuSign, CongaSign, etc.) using pre-built packages provided on AppExchange |
Available upon request |
Package installation and basic configuration 1 Document Template Configuration |
Package installation and basic configuration 2 Document Templates Configuration |
|
OmniChannel Communication Setup |
Available upon request |
Available upon request |
Available upon request |
|
Integration with a Marketing Automation Software(e.g. Pardot, MailChimp, Klaviyo, etc.) using pre-built packages provided on AppExchange |
Available upon request |
Available upon request |
Available upon request |
|
Technical Documentation |
Available upon request |
Available upon request |
Available upon request |
|
Post-deployment Support |
Available upon request |
2 weeks 10 hours total |
4 weeks 20 hours total |
|
JET BI Pack for Company Internal Processes Automation (HR Processes, Vacation Management, Resource Planning, Karma, Bid4Goog, Komunikado) |
Available upon request |
Available upon request |
Available upon request |
|
Integration with payment system (e.g. Stripe) |
Available upon request |
Available upon request |
Available upon request |
|
Delivery Time |
2-week delivery |
4-week delivery |
6-week delivery |
|
Small $3,700 /moSalesforce Sales Cloud®, Enterprise Edition |
|
|---|---|
|
Project initiation & requirements clarification |
2 discovery sessions preparation of high level requirements specification |
|
Project Management |
2 weekly status calls and demonstrations |
|
Security and Visibility Model Setup |
2 Profiles 2 Roles |
|
Lead Management Setup |
1 Lead Page Layout 1 Lead Process 1 Lead Assignment Rule with 2 entry criteria 5 custom fields |
|
Account Management Setup |
1 Account Record Type 1 Account Page Layout 5 custom fields |
|
Opportunity Management |
1 Opportunity Record Type 1 Opportunity Page Layout 1 Sales Process Setup 5 custom fields |
|
Products and Price Book Configuration |
50 products 1 Price Book |
|
Quote Management |
1 Standard Quote Template |
|
Approval Process |
1 Approval Process |
|
Analytics Setup |
8 standard reports 1 dashboard |
|
Configuration of validation rules to ensure accurate data entry |
4 validation rules |
|
Website integration via standard Web-to-Lead form |
1 WebtoLead form Web form implementation on the customer website will be done by the customer team |
|
Connection with Gmail/Outlook |
|
|
Data Migration |
Lead Contact Account records up to 10 fields per object up to 1000 records Data Cleanup is out of scope |
|
UAT Support |
4 hours included |
|
Quality Assurance |
QA of the basic end to end business scenario |
|
JET BI Pack for Sales Productivity (Advantage, Conversayit) |
Package installation and basic configuration Free Licenses for the 1st year 10 hours of implementation and consultancy services |
|
Contract Management |
Available upon request |
|
Campaign Management |
Available upon request |
|
Automation of manual processes and operations, configuration of email notifications, using declarative development |
Available upon request |
|
Integration with a CTI Solution (e.g. Aircall, Amazon Connect, etc.) using pre-built packages provided on AppExchange |
Available upon request |
|
Integration with a document management software (e.g. PandaDoc, DocuSign, CongaSign, etc.) using pre-built packages provided on AppExchange |
Available upon request |
|
OmniChannel Communication Setup |
Available upon request |
|
Integration with a Marketing Automation Software(e.g. Pardot, MailChimp, Klaviyo, etc.) using pre-built packages provided on AppExchange |
Available upon request |
|
Technical Documentation |
Available upon request |
|
Post-deployment Support |
Available upon request |
|
JET BI Pack for Company Internal Processes Automation (HR Processes, Vacation Management, Resource Planning, Karma, Bid4Goog, Komunikado) |
Available upon request |
|
Integration with payment system (e.g. Stripe) |
Available upon request |
|
Delivery Time |
2-week delivery |
|
Medium $7,700 /moSalesforce Sales Cloud®, Enterprise Edition |
|
|---|---|
|
Project initiation & requirements clarification |
3 discovery sessions preparation of high level requirements specification and solution architecture design |
|
Project Management |
4 weekly status calls and demonstrations status reports daily team coordination deliverables confirmation |
|
Security and Visibility Model Setup |
Configuration of OrganizationWide Defaults Profiles up to 4 Permission Sets up to 4 Roles and Role Hierarchy Sharing Rules up to 4 |
|
Lead Management Setup |
2 Lead Record Types 2 Lead Page Layouts 2 Lead Processes 1 Lead Assignment Rule with 2 entry criteria 10 custom fields |
|
Account Management Setup |
2 Account Record Types 2 Account Page Layouts 2 Account Record Page 10 custom fields |
|
Opportunity Management |
2 Opportunity Record Types 2 Opportunity Page Layouts 2 Opportunity Record Page 2 Sales Processes Setup 10 custom fields |
|
Products and Price Book Configuration |
200 products 1 Price Book |
|
Quote Management |
1 Custom Quote Template |
|
Approval Process |
2 Approval Processes |
|
Analytics Setup |
12 standard reports 2 dashboards |
|
Configuration of validation rules to ensure accurate data entry |
8 validation rules |
|
Website integration via standard Web-to-Lead form |
2 WebtoLead forms Web form implementation on the customer website will be done by the customer team |
|
Connection with Gmail/Outlook |
|
|
Data Migration |
Lead Contact Account records up to 20 fields per object up to 5000 records Data Cleanup is out of scope |
|
UAT Support |
8 hours included |
|
Quality Assurance |
QA of the basic end to end business scenario |
|
JET BI Pack for Sales Productivity (Advantage, Conversayit) |
Package installation and basic configuration Free Licenses for the 1st year 20 hours of implementation and consultancy services |
|
Contract Management |
Available upon request |
|
Campaign Management |
Available upon request |
|
Automation of manual processes and operations, configuration of email notifications, using declarative development |
2 Flows |
|
Integration with a CTI Solution (e.g. Aircall, Amazon Connect, etc.) using pre-built packages provided on AppExchange |
Package installation and basic configuration |
|
Integration with a document management software (e.g. PandaDoc, DocuSign, CongaSign, etc.) using pre-built packages provided on AppExchange |
Package installation and basic configuration 1 Document Template Configuration |
|
OmniChannel Communication Setup |
Available upon request |
|
Integration with a Marketing Automation Software(e.g. Pardot, MailChimp, Klaviyo, etc.) using pre-built packages provided on AppExchange |
Available upon request |
|
Technical Documentation |
Available upon request |
|
Post-deployment Support |
2 weeks 10 hours total |
|
JET BI Pack for Company Internal Processes Automation (HR Processes, Vacation Management, Resource Planning, Karma, Bid4Goog, Komunikado) |
Available upon request |
|
Integration with payment system (e.g. Stripe) |
Available upon request |
|
Delivery Time |
4-week delivery |
|
Large $9,700 /moSalesforce Sales Cloud®, Enterprise Edition |
|
|---|---|
|
Project initiation & requirements clarification |
4 discovery sessions preparation of high level requirements specification and solution architecture design |
|
Project Management |
6 weekly status calls and demonstrations status reports daily team coordination deliverables confirmation |
|
Security and Visibility Model Setup |
Configuration of OrganizationWide Defaults Profiles up to 4 Permission Sets up to 6 Roles and Role Hierarchy Sharing Rules up to 6 |
|
Lead Management Setup |
2 Lead Record Types 2 Lead Page Layouts 2 Lead Processes 1 Lead Assignment Rule with 5 entry criteria Round Robin assignment model 10 custom fields |
|
Account Management Setup |
2 Account Record Types 2 Account Page Layouts 2 Account Record Pages 10 custom fields |
|
Opportunity Management |
2 Opportunity Record Types 2 Opportunity Page Layouts 2 Opportunity Record Page 2 Sales Processes Setup 10 custom fields |
|
Products and Price Book Configuration |
1000 products 2 Price Books and Multicurrency |
|
Quote Management |
2 Custom Quote Templates |
|
Approval Process |
4 Approval Processes |
|
Analytics Setup |
20 standard reports 2 dashboards |
|
Configuration of validation rules to ensure accurate data entry |
10 validation rules |
|
Website integration via standard Web-to-Lead form |
2 WebtoLead form with hidden fields Web form implementation on the customer website will be done by the customer team |
|
Connection with Gmail/Outlook |
|
|
Data Migration |
Lead Contact Account Opportunity and Contract records up to 20 fields per object up to 5000 records Data Cleanup is out of scope |
|
UAT Support |
8 hours included |
|
Quality Assurance |
QA of the basic end to end business scenario |
|
JET BI Pack for Sales Productivity (Advantage, Conversayit) |
Package installation and basic configuration Free Licenses for the 1st year 40 hours of implementation and consultancy services |
|
Contract Management |
1 Contract Record Type 1 Contract Page Layout 10 custom fields |
|
Campaign Management |
2 Campaigns |
|
Automation of manual processes and operations, configuration of email notifications, using declarative development |
4 Flows |
|
Integration with a CTI Solution (e.g. Aircall, Amazon Connect, etc.) using pre-built packages provided on AppExchange |
Package installation and basic configuration |
|
Integration with a document management software (e.g. PandaDoc, DocuSign, CongaSign, etc.) using pre-built packages provided on AppExchange |
Package installation and basic configuration 2 Document Templates Configuration |
|
OmniChannel Communication Setup |
Available upon request |
|
Integration with a Marketing Automation Software(e.g. Pardot, MailChimp, Klaviyo, etc.) using pre-built packages provided on AppExchange |
Available upon request |
|
Technical Documentation |
Available upon request |
|
Post-deployment Support |
4 weeks 20 hours total |
|
JET BI Pack for Company Internal Processes Automation (HR Processes, Vacation Management, Resource Planning, Karma, Bid4Goog, Komunikado) |
Available upon request |
|
Integration with payment system (e.g. Stripe) |
Available upon request |
|
Delivery Time |
6-week delivery |