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Salesforce CPQ QuickStart Package
$6,400
Timeline: Approximately 4-6 Weeks
Key Benefits
- Generate a comprehensive 360-degree view of your customer's data across your company
- Drive automation on time-consuming tasks and take the burden off your team's shoulders
- Improved analytical data and reporting
Discovery Session
- Business Process Review Sessions Reviewing the Business Process and Requirements for Creating a Functional and Technical Blueprint for a Business
Configuration*
- Configure Sales Cloud Environment (As Applicable)
- Lead and Account Setup and Customization
- Configure Lead-To-Opportunity Business Process (Lead Management, Account & Contact Management, and Opportunity Management)
- Core CPQ System Configuration
- Setting up 10 Reports and 2 Dashboards
Data Import
- Data Import for Leads, Accounts, Contacts, and Products with a Predefined CSV Format
Training (Up to 8 hrs)
- Teach Key Concepts - Salesforce's Data Management Efficiency or Creating, Finding, and Updating Records
Key Resources
- ScrumMaster
- Salesforce Developer & Consultant
- Customer Engagement Manager
* configuration partial and indicative