Whats Included
Gathering Requirements
- Thoroughly comprehend the existing business landscape.
- Identify diverse data sources and assess current data management practices.
- Deploy a Project Management package to document requirements systematically.
- Finalize and document the gathered requirements
Campaign Oversight
- Perform actions such as adding, editing, and deleting campaigns.
- Enhance the Campaign screen and schema as necessary to meet specific requirements.
- Effectively manage the association of Campaign Members with their respective campaigns.
- Implement a tracking system for monitoring Campaign Member statuses.
- Establish validations to ensure the integrity and accuracy of the campaign management process.
Lead Management
- Implement Web-to-Lead for seamless integration of website-generated leads into Salesforce.
- Establish Lead Queues for the efficient lead handling.
- Develop a comprehensive mechanism for Lead Assignment.
- Enable internal operations for adding, updating, and deleting leads within Salesforce.
- Customize the Lead screen and schema to align with specific requirements.
- Systematically track and analyze Lead Sources for informed decision-making.
- Configure Lead Stages to match the workflow necessities.
- Monitor Lead Status changes for real-time insights.
- Implement Lead Qualification processes.
- Initiate Lead Nurturing strategies for effective engagement.
- Conduct thorough Lead Auditing to ensure data accuracy.
- Enable activity tracking under each Lead.
- Facilitate seamless Lead Conversion processes.
Account and Contact Management
- Streamline the creation of Accounts and Contacts from Leads.
- Implement a robust system for converting Leads into existing Accounts and/or Contacts.
- Update screens and schemas to meet specific requirements.
- Define and track Account and Contact Statuses for comprehensive reporting.
- Implement activity tracking for related Leads, Accounts, and Contacts.
- Enable seamless addition, updating, and deletion of Opportunities from Accounts and Contacts.
- Build a Customer 360 degree view
Opportunity Management
- Perform actions such as adding, updating, and deleting Opportunities.
- Customize screens and schemas as per requirements.
- Configuration of Opportunity Stages.
- Implement processes for Opportunity Renewals to streamline recurring business opportunities.
Products and Price Books
- Set up Price Books to cater to specific needs.
- Establish a comprehensive system for managing Products and their related Prices.
- Configure products under Price Books as necessary.
- Enable users to select Price Books on related Opportunities.
- Allow users to seamlessly add Products to Opportunities.
- Enhance the Product screen and schema to accommodate specific requirements.
Activity Management
- Create tasks to streamline and organize workflow activities.
- Assign tasks to relevant team members for optimal accountability.
- Track task statuses in real-time and ensure timely completion.
- Review performance metrics related to activities for continuous improvement and optimization.
Reports & Dashboards
- Generate up to 5 standard reports and 5 standard dashboards.
- Develop up to 2 custom reports and 2 custom dashboards for tailored insights and analysis.
Internal Quality Testing
- Create comprehensive test cases to evaluate system functionalities thoroughly.
- Conduct internal quality testing to ensure the robustness and reliability of the implemented solutions.
Training & UAT
- We will share easy-to-understand user manuals.
- Get user-training sessions from certified & experienced Salesforce experts to ensure effective platform utilization.
- App demos for a hands-on understanding of features.
- Facilitate User Acceptance Testing (UAT) by business teams.
- Track and address issues identified during UAT.
- Implement fixes for UAT issues and enhancements.
- Obtain UAT signoff for a validated and approved solution.
Deployment and Go Live
- We will execute deployment processes that ensure a seamless transition.
- Manage data migration for a smooth transfer of information.
- Conduct smoke testing to validate system readiness.
- Official Go Live announcement marking the system's availability for full operation.