Bricoleur Technologies Salesforce Sales Cloud Quick Start
We understand that as your business evolves, your Salesforce implementation will change over time. We provide cost-effective engagements on an ongoing basis.
We take a pragmatic "right-sized" approach so that you get the most value from your investment in the Salesforce platform.
Our difference? We aim for elegance and robustness in simplicity. We don’t reinvent the wheel, and we don’t make things that are unnecessarily complex or over- engineered.
The Bricoleur Technologies Salesforce Sales Cloud Quick Start is designed to get you up and running on Salesforce Sales Cloud as quickly and as effectively as possible.
Salesforce Sales Cloud Quick Start Inclusions
- Environmental setup including branding, user setup and configuration etc
- Lead and Opportunity Sales Process configuration
- Custom Page Layouts: Account, Contact, Lead, Opportunity
- Add Custom Fields to Standard Objects
- Activate and Configure tablet compatibility and Email Builder
- Activate and Configure Outlook/Exchange (Outlook Plugin) or Gmail Integration (Chrome Plugin)
- Install CRM Reports and Dashboards Pack, Sales Activity Dashboard from AppExchange
- Handover Session via Webinar: Leads, Accounts/Contacts, Opportunities, List Views, Emails, Activity
- Post Go-Live Check-in
Interested in a Quick Start?
Get in touch for a no-obligation conversation.
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