We at Cloudcache offer you an exclusive Salesforce quickstart package where we focused on limited engagement implementation that focuses on key planning and decision making, our experts will give you the justified Salesforce cost as per your requirements. We employ only experienced and certified Salesforce Consultants and will provide you with the services and tools to Implement Salesforce by leveraging the packages on offer.

Process
  1. Discovery Session – Inner points as is
  2. Core CPQ System Setup – Inner points as is
  3. Configuration reviews and updates – Inner points as is
  4. Creation of training material – Inner points as is
  5. End User training – Inner points as is
Benefits
  1. Experience technical expertise
  2. Implementation of best practice delivery models
  3. The right reporting and analytics
  4. Project Governance practices to avoid implementation errors.
  5. User centric training sessions
  6. Fast track on-boarding of your business
  7. Expert guidance and best practices

We’ll review the project plan for implementation, introduce you to our team of experts, and request access to your Salesforce org.CLOUDCACHE's Quick start-up packages start for only 2,100 US dollars including all you need to get up and going on the various Salesforce packages. Our certified Salesforce Consultants are ready to conduct a specialized discovery session just for your needs and the product you have just purchased or an existing setup that was not completed in an ideal way by a previous implementation organization. Our quick start fully implements customized Leads, Contacts, Accounts, opportunities, and training.

Salesforce Quick Start For Non-Profits

Cloudcache’s Quick Start Implementation Packages are tailored to get our customers quickly start delivering ROI on their Salesforce investments. These implementations are performed by experienced consultants with the aim to assist budget-conscious organizations get up and rolling quickly on Salesforce CRM.

 

Discovery Session/Project Kickoff And Strategy

-> Structured agenda-based requirements gathering session

-> Uncover information to be tracked in Salesforce and ways in which your team interacts with customers and prospective clients

-> Capture requirements around your business metrics

 

SALEFORCE Out-Of-The-Box Configuration

->Setup company profile

->Create up to 10 system users and 2 custom profiles

->Home Tab, Leads, Accounts & Contacts, Opportunities, Activities (Tasks, Events and Email) [Creation of up to 15 custom fields]

 

Configuration Review & Updates

Presentation of the configuration for your review and feedback Final changes can be incorporated Demonstrate how your team will work in Sales Cloud – managing information and tracking interactions with your customers

 

Reports And Dashboards

Configuration of up to 5Reports and 2 Dashboards

 

End User Training Session

Training session will be conducted to get your team into a whole new world of Salesforce! Provide hands-on exercises to reinforce business processes and drive adoption Show your end users how Salesforce can make them more productive and successful – get their buy-in by sharing “WIFM” (what’s in it for me) Cover key concepts, how Salesforce manages data, and best practices on quickly finding, creating and updating records Provide the know how & expertise to guide your team to success

 

Complimentary Inclusions

Q & A Session / Training Material A MS PowerPoint training presentation, ~ 10 slides in length will be created using screenshots from your configured Salesforce.com instance and archived inside your Salesforce org for reference and training

Use Service cloud to improve the efficiency of your service operations and drive customer satisfaction.CLOUDCACHE’s quick start up packages starting for only 2,100 US dollars including all you need to get up and going on the various Salesforce packages. Our certified Salesforce Consultants are ready to conduct a specialised discovery session just for your needs and product you have just purchased or an existing setup which was not completed in the ideal way by a previous implementation organisation.We will setup your customer base, import your data and customize your cases,leaving you with a 360 degree view of each of your customers.

Discovery Session /Project Kickoff And Strategy Sessions

We’ll discuss your finalized goals for Salesforce, including a customization plan for your service process. Overview of Service Cloud, Service Cloud Console, and Case Management Discovery We’ll configure and create fields on accounts and contacts — your customer base. We’ll customize Cases, including list views, queues, custom fields, and page layouts for your customer service department to manage inbound tickets. Review and agree upon use cases

 

Configuration Review & Updates

Presentation of the configuration for your review and feedback Final changes can be incorporated

 

Out-Of-The-Box Configuration

Setup company profile Create up to 10 system users and 2 custom profiles as needed Home Tab, Accounts & Contacts, Cases Communications (1 branded Letterhead & up to 2 Email Templates) New Case Queue and a Case Assignment Rule with up to five routings Case Assignment Rules Activities (Tasks, Events and Email) Analytics (12 custom reports and 2 dashboards) List views, Queues and up to 2 layouts for cases

 

Reports And Dashboards

Configuration of up to 5Reports and 2 Dashboards

 

End User Training Session

Training session will be conducted to get your team into a whole new world of Salesforce! Provide hands-on exercises to reinforce business processes and drive adoption Show your end users how Salesforce can make them more productive and successful – get their buy-in by sharing “WIFM” (what’s in it for me) Cover key concepts, how Salesforce manages data, and best practices on quickly finding, creating and updating records Provide the know how & expertise to guide your team to success

 

Complimentary Inclusions

Q & A Session Training Material

CLOUDCACHE’s quick start-up packages start for only 3,200 US dollars including all you need to get up and going on the various Salesforce packages. Our certified Salesforce Consultants are ready to conduct a specialized discovery session just for your needs and the product you have just purchased or an existing setup which was not completed in the ideal way by a previous implementation organization. Our certified Salesforce Consultants and will provide you with the services and tools to Implement Salesforce by leveraging the packages on offer. We are experienced at tailor-fitting and focussing on meeting your needs at lightning speed.

Discovery Session/Project Kickoff And Strategy Sessions

Structured agenda based requirements gathering Understand your objectives for Communities, including a customization plan for your sales process

Accounts And Contacts Setup

We’ll configure Accounts & Contacts with up to 15 custom fields as required

Communities Portal Setup

We’ll customize your Communities Portal using the standard themes and template configuration to display tabs and other info

Security Setup

We’ll configure your Role Hierarchy and Profiles to ensure right information sharing in the portal

Configuration & Setup Review

Presentation of the configuration for your review and feedback Final changes can be incorporated

End User Training

Two hours training session will be conducted to get your team up to speed!

CLOUDCACHE’s quick start up packages starting for only 3,500 US dollars including all you need to get up and going on the various Salesforce packages. Our certified Salesforce Consultants are ready to conduct a specialized discovery session just for your needs and the product you have just purchased or an existing setup which was not completed in the ideal way by a previous implementation organization.Our certified Salesforce Consultants and will provide you with the services and tools to Implement Salesforce by leveraging the packages on offer. We are experienced at tailor-fitting and focussing on meeting your needs at lightning speed.

Discovery Session/Project Kickoff And Strategy Sessions

We’ll discuss your finalized goals for the Marketing Cloud, including a customization plan for your marketing process.

 

Lead And Contact Setup

We’ll configure fields on your Lead and Contact records for marketing optimization, including field mapping

 

Marketing Cloud Connector

We’ll install and configure the Marketing Cloud Connector to Salesforce Leads, Contacts and Campaigns

 

Journey Builder & Email Templates

We’ll customize the Journey Builder for a unique visitor experience, to guide customers through your brand with up to five email templates

 

Marketing Cloud Training

We’ll provide one hour of Marketing Cloud training, including one outbound campaign demo

Training Material

A MS PowerPoint training presentation will be created using screenshots from your configured Salesforce instance and archived inside your Salesforce org for reference and training

CLOUDCACHE’s quick start-up packages start for only 5,100 US dollars including all you need to get up and going on the various Salesforce packages. Our certified Salesforce Consultants are ready to conduct a specialized discovery session just for your needs and the product you have just purchased or an existing setup which was not completed in the ideal way by a previous implementation organization.Our Salesforce certified Salesforce Consultants and will provide you with the services and tools to Implement Salesforce by leveraging the packages on offer. We are experienced at tailor-fitting and focus on meeting your needs at lightning speed.

Discovery Session

-> Business Process Workshops

-> Interviews with Stakeholders

-> Requirements List & Basic Design Document

 

Core CPQ System Setup

4 Product & Pricing Bundles Discount Schedule with 5 Tiers & 5 block prices Subscription & Contracted Pricing Output Document Template Search Filters & Custom Action Approvals Processes

 

Configuration Review & Updates

Presentation of the configuration for your review and feedback Final changes can be incorporated Demonstrate how your team will work in Quote-to-Cash: managing information and tracking interactions with your customers

 

Creation Of Training Material

A MS PowerPoint training presentation, ~ 30 slides in length will be created using screenshots from your configured Salesforce instance and archived inside your org for reference and training purpose

 

End User Training

Provide the know how & expertise to guide your team to success Cover key concepts, how Salesforce manages data, and best practices on quickly finding, creating and updating records Show your end users how Salesforce can make them more productive and successful – get their buy-in by sharing “WIFM” (what’s in it for me) Provide hands-on exercises to reinforce business processes and drive adoption

Cloudcache’s Quick Start Implementation Packages are tailored to get our customers quickly start delivering ROI on their Salesforce investments. These implementations are performed by experienced consultants with the aim to assist budget-conscious organizations get up and rolling quickly on Salesforce CRM.

Discovery Session

One-hour project kick-off call to plan & coordinate Requirements gathering sessions

 

Out-Of-The-Box Configuration

Tracking Donors, Volunteers, partners, media partners Contacts / Constituent information

 

Program Management

Programs Case Management, Activity Management Reports and Dashboards

 

Fundraising

Fundraise – Individual donations, Major gifts, In Kind gifts,Pledges, Recurring donations, Grants Donor, Grants, Volunteer Management Events Management

 

Outreach / Marketing Communication

Campaigns, Events, Attendees Email Marketing

 

Analytics

Custom Reports (10) Custom Dashboards (1)

 

Setup

Workflow Rules (5), Assignment Rules (2), Approval Process (2) Security, Roles and Profiles

 

Training Material

A MS PowerPoint training presentation will be created using screenshots from your configured Salesforce instance and archived inside your Salesforce org for reference and training

 

End User Training Session

2-hour Training Session via Online Meeting with your users 2-hour Handover with your System Administrator via Online Meeting

 

Complimentary Inclusions

Data Import (CSV import files to be provided by client) up to 2000 records. Q & A Session Future Value Add – A document listing additional Salesforce features that can add value to your business

B2B Marketing Automation. With Pardot implementation you can combine the power of marketting and sales to find higher quality Leads, Tracking engagement along the way

Discovery Session

We’ll discuss your finalized goals for Salesforce, including a customization plan for your sales process.

 

Salesforce® Integration

Install and enable the Pardot® connector

 

Technical Setup

We will set up website tracking code to log visitor activity

 

Marketing Asset And Integration Setup

Create one email template Set up one landing page One form or form handler

 

Engagement Studio Setup

We will set up Engagement studio, the lead generation of Pardot®. One drip campaign setup

 

Salesforce Engage Setup

We will set up Salesforce Engage for Pardot which provides marketing automation for sales.

 

Training

One hour of custom-recorded training to fully implement Salesforce Pardot®

Maximize your sales appointment with salesforce maps. Our quick start fully implements salesforce maps with installation, configuration and Maps optimization

Maximize your sales appointment with salesforce maps. Our quick start fully implements salesforce maps with installation, configuration and Maps optimization

Discovery session/Project Kickoff and Strategy Sessions

-> We’ll discuss your goals for Salesforce Maps and your desired configuration options

Maps Installation

->Create five layers with up to three preset criteria

-> Configure hover fields with related lists from field data

-> Configure the transportation mode, routing optimization, and scheduling

Maps Configuration

-> Create five layers with up to three preset criteria

-> Configure hover fields with related lists from field data

-> Configure transportation mode, routing optimization, and scheduling

Maps Optimization

-> Configure up to two routes for optimization, up to 50 stops per route

-> Create company and personal folders for route storage and sharing

-> Configure units of measurements, default radius, markers, and shape

Maps Training

-> Salesforce Maps Quickstart Package

Get started with salesforce's health cloud, A patient relationship platform built to give you a complete view of patient data, enable smarter patient mangement and makes real time patient engagement possible.

Discovery session/Project Kickoff and Strategy Sessions

-> We’ll discuss your finalized goals for Salesforce, including a customization to your practice process.

Patient and Patient Card Setup

-> We’ll setup your patient and patient card object for tracking detailed patient information.

Diagnosis and Care Plan Management

-> We’ll configure the diagnosis and plan management modules for managing diagnosis, treatments, and care plans displayed on a patient timeline.

Physician Assignment Setup

-> Keep track of provider services, specializations, licensing, and any other information pertaining to patient care.

Health Cloud Console

->We’ll configure the console for streamlined viewing and access to multiple records at your fingertips

Salesforce Training

->We’ll perform a custom, one-hour webinar training session of your Salesforce application.

Increase the productivity of your team with our lightning migration.Our quick starts fully implements this mordern user interface which will help your team sell faster and supports customer for productivitively.

Discovery session/Project Kickoff and Strategy Sessions

-> We’ll discuss your finalized goals for the new features included in Salesforce Lightning.

User Interface

-> We’ll perform page layout and list view modifications better suited for the Lightning experience.

AppExchange Apps

-> We’ll install the newest versions of up to two apps from the AppExchange that are Lightning compatible

Custom Code

-> We’ll revise up to three Visualforce pages to be compatible with Lightning components and the faster user interface.

Analytics

-> We’ll revise up to 5 reports on one dashboard to adjust to the new Lightning analytics experience.

Salesforce Training

-> We’ll perform a custom, one-hour webinar training session of your Salesforce Lightning.

CLOUD Cache offers on-demand consulting services to help you with any of your salesforce need

 

Expert Services

-> Use for customization, training, custom code, documentation, reporting, etc.

-> Only Salesforce-certified staff working on your account

-> On-demand access to a project manager, business analyst, and developer

->Start and stop work at any time

Simplified Billing

-> All-inclusive rate of $150 per hour

-> Time logged in 5-minute increments and reported on a monthly invoice

-> Payment via check or credit card accepted

-> No monthly retainer, we only bill you for the hours we work

AppExchange Apps

-> We’ll install the newest versions of up to two apps from the AppExchange that are Lightning compatible

Flexible Contract

-> No long-term commitment to hours – only pay for the hours you use

-> Cancel remaining hours at any time with no additional fees

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