Project Kickoff and Business Process Reviews
- We’ll discuss your finalized goals for Salesforce, including a customization plan for your process.
Catalog Structure and Products
- Trust Us to Create Your Comprehensive Product Catalog, Price Lists, and up to 50 Product Codes to Ensure Smooth Operations and Efficient Sales Processes.
Sales and Approval Workflow
- Our Experts Will Configure Primary Attributes, Sales Workflow, Up to 10 Discounting Schedule, and Up to 5 Approval Processes to Streamline Your Sales and Approval Processes.
Document Generation
- We will create up to 3 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.
