Our unique position in the market, our deep expertise and knowledge of Salesforce & the ecosystem means you reach objectives faster. 50 projects as Vanguard and Collectively our experienced team have done over 1000 projects! An award winning Salesforce SAE, Partner & SI Leader & Award wining Head of services, technology expert and SF innovation award winner!
Salesforce Sales Cloud Quick Start Package
Maximise your sales effort with the world’s number one sales application
Feature | Foundation |
---|---|
Company Info | |
Standard users | Up to 5 |
Role hierarchy | |
Lead process | 1 |
Sales processes | 2 |
Assignment Rules | 2 |
Campaigns | 1 |
Web to Lead Preparation | |
Reports & Dashboards | How to use & where to find |
Products & Price books | 1 Price book, up to 3 products |
Custom Fields | 5 |
Data Import | Up to 1000 rows does not include files |
Outlook / Gmail connection |
Feature | Foundation |
---|---|
Company Info | |
Number of standard users | Up to 5 |
Role hierarchy | |
Case Assignment Rules | 2 |
Case Queues | |
Web to case Preparation | 1 |
Email to case | |
Case Escalation Processes | 1 |
Service Console Setup | |
Reports & Dashboards | How to use & where to find |
Prepared Data Import | Up to 1000 rows |
Custom Fields | 5 |
Salesforce Service Cloud Quick Start Package
Deliver an amazing customer experience with the world’s #1 customer service application
Salesforce Marketing Cloud Quick Start Package
The number one marketing platform for intelligent customer journeys
Feature | Foundation |
---|---|
Discovery & Installation | |
IP Warm up Support | |
Business / Marketing Processes | |
Data Discovery | |
Email Studio Installation | |
Users & Permissions | |
Email Studio Configuration | |
Contact form integration | 1 |
Email templates | 2 |
Email personalization | |
List set up | Up to 3 |
Sample email list | |
Content Builder & Web Studio Set up | |
Set up Data Extensions (Bringing Salesforce Data to SFMC) | 3 |
Data sync with cloud | 20 Fields |
Preference Center (Default) | |
Approval process set up | |
Super User Training | 2 hours |
Feature | Foundation |
---|---|
Install and enable the Pardot connector | |
Setup Domain, URL & Website tracking | |
Subscription page set up | 1 |
Automation rules | 2 |
Email templates | 2 |
Landing page | 1 |
Forms or form handlers | 2 |
Engagement Studio Journey / Drip Campaign | 1 |
Preference Center | |
Custom field mapping | 20 |
Salesforce Engage Setup | |
Pardot Training | Up to 2-hour webinar training |