Salesforce PRO
Platform
Product demo
Included
- CRM Entry Workshop (free)
- Six (9) half-day workshops
- Project management
- Target concept
- Basic system settings
- Setting up six (6) standard objects
- Setting activity types (Call, Appointment, Task, Email)
- User creation
- Permission settings
- Basic price list settings
- Setting up of twenty (20) products
- Creating a custom object
- Making three (3) standard process automation
- Creation of three (3) standard notifications
- Outlook / Gmail integration
- Creation of three (3) reports
- Dashboard creation
- Domain settings
- Ensuring email communication
- Creating three (3) email templates
- Landing page creation
- Form creation
- Linking marketing with sales/ service cloud
- Setting up two (2) segmentations
- Setting up two (2) marketing automation
- Half-day business training
- Half-day marketing training
- Half-day training of administrators
- Half-day user training 2x
- Preparation of manuals
Excluded
- Product license
- Both clouds (marketing, Pardot), only one selected cloud
Price
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