Salesforce QuickStart Packages
QuickStart Your Business Operations with Salesforce
Make Us Your Choice for a Fast and Effective Salesforce Setup
TECHPARROT SALESFORCE QUICK START PACKAGES
Steps for Salesforce Quick Launch
Project Kick-off & Requirement Gathering
Our dedicated Salesforce expert collaborates with you to outline the Sales Cloud implementation scope, comprehending your needs and establishing precise steps for action
Project Kick-off & Requirement Gathering
Our dedicated Salesforce expert collaborates with you to outline the Sales Cloud implementation scope, comprehending your needs and establishing precise steps for action
Project Kick-off & Requirement Gathering
Our dedicated Salesforce expert collaborates with you to outline the Sales Cloud implementation scope, comprehending your needs and establishing precise steps for action
Project Kick-off & Requirement Gathering
Our dedicated Salesforce expert collaborates with you to outline the Sales Cloud implementation scope, comprehending your needs and establishing precise steps for action
Project Kick-off & Requirement Gathering
Our dedicated Salesforce expert collaborates with you to outline the Sales Cloud implementation scope, comprehending your needs and establishing precise steps for action
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- Sales Cloud Quick Start
$2500
Completion Timeline:
Approximately 3 - 6 Weeks
Call Us
(+1) 786) 408-9002 or
(+91) 98841 85362.
Mail Us
Team
1 Business Analyst
1 Salesforce Consultant
1 Project Manager
1 QA Specialist
Our Implementation Cost starts from
$2500
Go Live with Sales Cloud in Under 3 - 6 Weeks!
What’s Included
Our QuickStart packages offer thorough Salesforce Sales Cloud configuration, ensuring the optimal utilization of your licensing investment
Project scope
PROJECT KICKOFF
In the Requirement Workshop, our agenda includes:
- Reviewing the implementation project plan
- Understanding your specific business processes
- Introducing our team of experts
- Setup Environments for Development and Testing
- Rollout Out Plan
To proceed effectively, we'll need:
- Your detailed business requirements
- The opportunity to validate our understanding as needed.
SALESFORCE CONFIGURATIONS
User Management
- User Setup: Create profiles and assign permissions based on roles.
- Role Hierarchy: Establish access levels and data visibility.
- Security Measures: Implement secure login protocols and authentication.
- Onboarding and Offboarding: Streamline processes for adding/removing user access.
- License Management: Efficiently allocate licenses based on roles and needs.
Data Migration & Integration
We’ll seamlessly transfer your current data into the Salesforce CRM:
- Conducting a one-time migration of leads, accounts, contacts, and opportunities.
- You’ll provide cleaned data using the templates provided by the TechParrot team.
- Integration with external systems will be facilitated (additional efforts needed for any custom requirements)
Lead, Account, Contact & Campaign Management
- We customize Salesforce leads from external sources to swiftly record and assess potential customers based on your specific requirements
- Your accounts will be organized to track vital information about the businesses, households, organizations, or agencies on your sales journey.
- Your contacts will be personalized to ensure we gather and handle all the necessary details for successful sales interactions
- Create campaigns and track them to measure campaign effectiveness
Opportunity Management
Effortlessly handle your opportunities, generate quotes, and maintain seamless connections with essential contacts and data to seal every deal, accessible from any location
- Customize opportunities according to your unique sales process
- Establish product catalogs & price lists
- Create templates for generating quotes Set up workflows to streamline processes
- Implement approval processes for smooth operations
- Configure record types and page layouts for optimized usability
Key Considerations for Your Salesforce Implementation Journey
- The outlined scope is flexible. You can include or exclude modules, and we’ll adjust the project cost accordingly.
- Development will occur either remotely or on-site at client locations.
- Upon implementation completion, you’ll receive a complimentary 1-week warranty support.
- Extended admin support can be arranged at attractive rates and terms upon request
Additional Key Configurations
- Designing a branded user interface aligned with your branding.
- Setting up quotes, products, and price books configuration.
- Creating custom fields, validation rules, triggers, and page layouts.
- Implementing sales forecasting and console setup.
- Establishing order, payment processing, asset, and contract functionalities.
- Configuration and setup of email templates
Salesforce User Training
- A 2-hour live meeting session dedicated to training your users.
- A separate 2-hour live meeting session for system administrator handover
- Service Cloud QuickStart
$3500
Completion Timeline:
Approximately 3 - 6 Weeks
Call Us
(+1) 786) 408-9002
(+91) 98841 85362
Mail Us
Team
1 Business Analyst
1 Salesforce Consultant
1 Project Manager
1 QA Specialist
Our Implementation Cost starts from
$3500
Go Live with Service Cloud in Under 3 - 6 Weeks!
Project scope
AT THE PROJECT KICK-OFF:
During the Requirement Workshop, we’ll:
- Review the implementation project plan
- Understand your Support processes
- Introduce our team of experts
- Setup Environments for Development and Testing
- Rollout Out Plan
To proceed effectively, we'll need:
- Your detailed business requirements on Sales and Service Side
- The opportunity to validate our understanding as necessary
Service Cloud Configuration
User Management
- User Setup: Create profiles and assign permissions based on roles.
- Role Hierarchy: Establish access levels and data visibility.
- Security Measures: Implement secure login protocols and authentication.
Salesforce Object & Field Configuration
- Our team will set up the Service Cloud Console, case feed, integrating essential components, lists, buttons, and quick action links as needed.
- Setup and configure Branded home page.
Salesforce Object & Field Configuration
Create/Update Fields for
- Lead, Contact, Accounts
- Case, Activities, Products, Assets
- Service Contracts & Knowledge Management
Workflow Process Configuration
- Web & Email Case Configuration: Setting up cases from web and email sources.
- Assignment & Approval Process: Configuring case assignments, escalation rules, and approvals.
- Email Integration (Office 365/Gmail): Linking email systems for seamless communication.
- Chatter Implementation: Activating and optimizing Chatter for team collaboration.
- Reports & Dashboard Setup: Set up to three dashboards to display various KPIs at distinct levels, incorporating the necessary source reports
Data Migration & Integration
- Import data for Leads, Accounts, Contacts, and Cases using a predefined CSV format.
Additional Key Configurations
- Setup CTI & Omni-Channel Routing.
- Work Orders Setup.
- Portal Setup for Customers/Partners.
Key Considerations for Your Salesforce Implementation Journey
- The outlined scope is flexible. You can include or exclude modules, and we’ll adjust the project cost accordingly.
- Development will occur either remotely or on-site at client locations.
- Upon implementation completion, you’ll receive a complimentary 1-week warranty support.
- Extended admin support can be arranged at attractive rates and terms upon request.
Salesforce User Training
- A 2-hour live meeting session dedicated to training your users.
- A separate 2-hour live meeting session for system administrator handover.
- Marketing Cloud QuickStart
$3000
Completion Timeline:
Approximately 4 - 5 Weeks
Call Us
(+1) 786) 408-9002
(+91) 98841 85362
Mail Us
Team
1 Business Analyst
1 Salesforce Consultant
1 Project Manager
1 QA Specialist
Our Implementation Cost starts from
$3000
Go Live with Marketing Cloud in Under 4 - 5 Weeks!
Project scope
ALL THE PROJECT KICK-OFF
During the Requirement Workshop, we’ll:
- Review the implementation project plan
- Understand your Support processes
- Introduce our team of experts
- Setup Environments for Development and Testing
- Rollout Out Plan
To proceed effectively, we'll need:
- Your detailed business requirements on Sales and Service Side
- The opportunity to validate our understanding as necessary
CONFIGURATIONS
Marketing Cloud Configuration
- Setup of Marketing Cloud Connector.
- Business Unit Setup.
- User Configuration (up to 5 system users and 3 custom profiles)
- Brand Builder Customization.
- Sender Profile Setup.
- Leads and Contacts Mapping.
- Integration of Salesforce Campaigns.
- Configuration of Segments and Data Extensions (up to 5)
- Creation of Email Templates and Automations (up to 5)
- Journey Builder Setup
- Domain Configuration
- SSL Certificate Setup
- Set A/B tests and run sophisticated performance reports
- Mobile Studio Setup
Data Migration & Integration
- Data Import in a predefined csv/excel format
Salesforce User Training
- A 2-hour live meeting session dedicated to training your users.
- A separate 2-hour live meeting session for system administrator handover.
Key Considerations for Your Salesforce Implementation Journey
- The outlined scope is flexible. You can include or exclude modules, and we’ll adjust the project cost accordingly.
- Development will occur either remotely or on-site at client locations.
- Upon implementation completion, you’ll receive a complimentary 1-week warranty support.
- Extended admin support can be arranged at attractive rates and terms upon request.
- Marketing Cloud Account Engagement
$3000
Completion Timeline:
Approximately 3 - 4 Weeks
Call Us
(+1) 786) 408-9002 or
(+91) 98841 85362.
Mail Us
Team
1 Business Analyst
1 Salesforce Consultant
1 Project Manager
1 QA Specialist
Our Implementation Cost starts from
$3000
Go Live with Marketing Cloud in Under 3 - 4 Weeks!
Project scope
PROJECT KICKOFF
In the Requirement Workshop, our agenda includes:
- Reviewing the implementation project plan
- Understanding your marketing processes
- Introducing our team of experts
- Setup Environments for Development and Testing
- Rollout Out Plan
For Smooth proceed, v'll require:
- Your detailed business requirements on marketing Process.
- The opportunity to validate our understanding as necessary.
CONFIGURATIONS
MCAE Configuration
- User set up, custom fields, Campaigns.
- Install and activate the Marketing Cloud Account Engagement connector.
- Integrate Sales Cloud if applicable
- Template Creation (Emails, Forms, Landing Pages)
- Campaign Set-Up
- Target Audience List Segmentation
- Setup & configure Drag and Drop Email Builder
- Configure Google AdWords, Analytics, social media connectors
- Account Engagement Einstein Analytics or Salesforce Reporting
- Configure Website Tracking Code
- Upload marketing assets for communication: logo, banner, images.
- Design and configure Preference and unsubscribe pages.
Data Migration & Integration
- Data import in a predefined Format
Salesforce User Training
- A 2-hour live meeting session dedicated to training your users.
- A separate 2-hour live meeting session for system administrator handover.
Key Considerations for Your Salesforce Implementation Journey
- The outlined scope is flexible. You can include or exclude modules, and we’ll adjust the project cost accordingly.
- Development will occur either remotely or on-site at client locations.
- Upon implementation completion, you’ll receive a complimentary 1-week warranty support.
- Extended admin support can be arranged at attractive rates and terms upon request.
- Commerce Cloud Quick Start
$5999
Completion Timeline:
Approximately in 6 Weeks
Call Us
(+1) 786) 408-9002
(+91) 98841 85362
Mail Us
Team
1 Business Analyst
1 B2B/B2C Commarce Cloud Consultant
1 Project Manager
1 QA Specialist
Our Implementation Cost starts from
$5999
Go Live with Commerce Cloud in Under 6 Weeks!
Project scope
ALL THE PROJECT KICK-OFF
During the Requirement Workshop, we’ll:
- Review the implementation project plan
- Understand your Business processes
- Introduce our team of experts
- Setup Environments for Development and Testing
- Rollout Out Plan
To proceed effectively, we'll need:
- Your detailed business requirements on Marketing Process.
- The opportunity to validate our understanding as necessary
CONFIGURATIONS
Auditing Phase
- Evaluation of Org: Accounts, Contacts, Addresses, Products, Price Books.
- Assessment of Integrations (if relevant): ERP, PIM, Accounting Systems.
- Payment Configuration
- Tax Setup
- Shipping Settings
- Inventory Management
Commerce Cloud Configurations
- Setup and Management of Site
- Branding and Configuration of Site
- Loading Product, Pricing, and Order Data
- Creation of Storefront, Product Catalog, and Search Functionality
- Integration with Essential Third-Party Applications
- Managing Buyer Groups and Accounts
- Implementation of Product Search Capabilities
- Digital Payment Checkout with Stripe Payment Gateway via Salesforce Connector
- Configuration of Inventory System
- Homepage Setup
- Configuration of Category Taxonomy and Cart Page
- Establishment of Abandoned Cart, Order Review, Order History, and Invoices if Required
Data Migration & Integration
- Data migration of accounts, contacts, products & prices
- Migrate from existing eCommerce storefront
Salesforce User Training
- A 2-hour live meeting session dedicated to training your users.
- A separate 2-hour live meeting session for system administrator handover
Key Considerations for Your Salesforce Implementation Journey
- The outlined scope is flexible. You can include or exclude modules, and we’ll adjust the project cost accordingly.
- Development will occur either remotely or on-site at client locations.
- Upon implementation completion, you’ll receive a complimentary 1-week warranty support.
- Extended admin support can be arranged at attractive rates and terms upon request
- Non-profit Cloud quick Start
$5999
Completion Timeline:
Approximately in 6 Weeks
Call Us
(+1) 786) 408-9002
(+91) 98841 85362
Mail Us
Team
1 Business Analyst
1 B2B/B2C Commarce Cloud Consultant
1 Project Manager
1 QA Specialist
Our Implementation Cost starts from
$5999
Go Live with Commerce Cloud in Under 6 Weeks!
Project scope
At the Project Kick-off:
During the Requirement Workshop, we’ll:
- Review the implementation project plan
- Understand your Business processes
- Introduce our team of experts
- Setup Environments for Development and Testing
- Rollout Out Plan
For smooth progress, we'll require:
- Your detailed business requirements on Marketing Process.
- The opportunity to validate our understanding as necessary
CONFIGURATIONS
Salesforce Configuration
- Organization configuration, User Management, Profiles, and Roles.
- Customization of Standard Objects.
- Installation of NPSP (Nonprofit Success Pack)
- Customization of Custom Objects.
- Customizing NPSP as per customer requirements.
- Define engagement plans.
- Branded user interface Setup.
- Household and Contact Setup
- Setup Campaigns for events and fundraising.
- Donation management – one-time, recurring, in-kind, matching and major gifts, including soft credits.
- Salesforce inbox setup — Outlook 365 (Cloud) or Gmail integrationReports & Dashboard Setup.
Salesforce User Training & Handover
- A 2-hour live meeting session dedicated to training your users.
- A separate 2-hour live meeting session for system administrator handover.
Key Considerations for Your Salesforce Implementation Journey
- The outlined scope is flexible. You can include or exclude modules, and we’ll adjust the project cost accordingly.
- Development will occur either remotely or on-site at client locations.
- Upon implementation completion, you’ll receive a complimentary 1-week warranty support.
