Salesforce Basic
Platform
Product demo
Content
- CRM Entry Workshop (free)
- Three (3) half-day workshops
- Project management
- Blueprint
- Basic system settings
- Setting up four (4) standard objects
- Setting four (4) types of activities (Call, Appointment, Task, Email)
- User creation
- Permission settings
- Two (2) half-day user training
- Preparation of manuals
Excluded
- Product licenses
- Both clouds (sales, service), only one selected cloud
Price
CONTACT US
Sales Expansion Opportunities
- Integration
- Data migration
- Custom process
- Go-Live support
- Comprehensive B2B marketing solution
- Affiliate Programs (Indirect Sales)
- Customer / partner portal
- CPQ
- Getting feedback
- The electronic signing of documents
- High-speed sales
- Area-based management
- Loyalty management
- Link to maps
- Social networking
- Involvement of artificial intelligence
- Back-office process support
- Area solutions
Service Expansion Opportunities
- Integration
- Data migration
- Custom process
- Go-Live support
- Chat-bot
- Customer or partner portal
- Use of artificial intelligence
- Call center / telephony connection
- Complete support for field workers (FSM)
- Remote visual assistant
- Feedback collection
- Social networking
- Employee planning
- Corporate internal support
- Employee training
- Incident management
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