Project Kickoff and Business Process Reviews
- We’ll discuss your finalized goals for Salesforce, including a customization plan for your sales process.
Catalog Structure and Products
- Trust Us to Create Your Comprehensive Product Catalogue, Price Lists, and up to 50 Product and 5 product bundle (up to 2 level of Configuration) to Ensure Smooth Operations and Efficient Sales Processes.
Sales and Approval Workflow
- Our Experts Will Configure Primary Attributes, Sales Workflow, Discounting Rules, and 5 Approval Processes to Streamline Your Sales and Approval Processes.
Document Generation
- We will create up to 2 Custom Templates for Quote or Document Generation, Encompassing Quotes, Contracts, Terms and Conditions, or Specification Documents to simplify your document creation process.
Training
- We will perform a one hour training session.
