Project Kickoff and Business Process Reviews
- During the project kickoff, we will discuss your final objectives for Salesforce and develop a customization plan tailored to your specific process.
- We will configure households to store household and family data, facilitating marketing campaigns and reporting.
- The setup will include configuring contacts to manage individual client goals, objectives, and timelines related to the services you are offering.
- We will configure opportunities for efficient deal-tracking, enabling you to manage the pipeline with a high level of detail.
Financial Accounts Setup
- The financial account record will be configured to allow for tracking daily balances, NAV (Net Asset Value), asset class, and other essential information.
- To ensure a smooth and successful implementation, we offer a custom one-hour webinar training session tailored to your Salesforce application.