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Founded 2013

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Warszawa, Poland
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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  
Salesforce Sales Cloud®, Enterprise Edition
Medium
7,700  
Salesforce Sales Cloud®, Enterprise Edition
Large
9,700  
Salesforce 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
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.
  • 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
  • 2 week delivery
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.
  • 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
  • 4 week delivery
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.
  • 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
  • 6 week delivery

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