Sales Cloud Implementation Plans
The most comprehensive and flexible implementation plans for world's no. 1 CRM
Quick Start
Duration: 1 Week
- Discovery
- Business Process Review
- Planning
- Core Sales Cloud Functionalities for Leads, Accounts, Contacts, Opportunities, and Activities
- One-time migration of Account, Contacts, Leads, and Opportunities data
- Custom Fields (up to 20/org)
- Page Layout (1/object)
- Custom Reports (up to 2)
- Custom View (1)
- Dashboards (1)
- Email Template
- Custom Profiles
- Workflows & Processes
- Custom Logo
- End User Training (1 hr)
- System Admin
- Implementation Assessment
(30 min; after two weeks of operation) - Support
- Sharing Setup
- Chatter Setup
- Salesforce1 Setup
Standard
Duration: 1 - 2 Weeks
- Discovery
- Business Process Review
- Planning
- Core Sales Cloud Functionalities for Leads, Accounts, Contacts, Opportunities, and Activities
- One-time migration of Account, Contacts, Leads, and Opportunities data
- Custom Fields (up to 40/org)
- Page Layout (1/object)
- Custom Reports (up to 4)
- Custom View (up to 2)
- Dashboards (up to 2)
- Email Template (1)
- Custom Profiles
- Workflows & Processes
- Custom Logo
- End User Training (1 hr)
- System Admin (2 hrs)
- Implementation Assessment
(30 min; after two weeks of operation) - Support (3 hrs; first month of operation)
- Sharing Setup
- Chatter Setup
- Salesforce1 Setup
Pro
Duration: 2 - 3 Weeks
- Discovery
- Business Process Review
- Planning
- Core Sales Cloud Functionalities for Leads, Accounts, Contacts, Opportunities, and Activities
- One-time migration of Account, Contacts, Leads, and Opportunities data.
- Custom Fields (up to 60/org)
- Page Layout (1/object)
- Custom Reports (up to 6)
- Custom View (up to 4)
- Dashboards (up to 4)
- Email Template (3)
- Custom Profiles (2)
- Workflows & Processes
- Custom Logo
- End User Training (2 hrs)
- System Admin (3 hrs)
- Implementation Assessment
(30 min; after two weeks of operation) - Support (6 hrs; first two months of operation)
- Sharing Setup
- Chatter Setup
- Salesforce1 Setup
Premium
Duration: 3-4 Weeks
- Discovery
- Business Process Review
- Planning
- Core Sales Cloud Functionalities for Leads, Accounts, Contacts, Opportunities, and Activities
- One-time migration of Account, Contacts, Leads, and Opportunities data
- Custom Fields (up to 80/org)
- Page Layout (2/object)
- Custom Reports (up to 8)
- Custom View (up to 5)
- Dashboards (up to 5)
- Email Template (4)
- Custom Profiles (4)
- Workflows & Processes (up to 5)
- Custom Logo
- End User Training (3 hrs)
- System Admin (4 hrs)
- Implementation Assessment
(30 min; after two weeks of operation) - Support (9 hrs; first three months of operation)
- Sharing Setup
- Chatter Setup
- Salesforce1 Setup
Optional Additions
The services and features below can be added to any of the above implementation plans
| Options | Cost | Features & Services |
|---|---|---|
| Lead Automation | $1200 |
|
| Case Automation |
Starts from $1850 |
|
| Quotes |
Starts from $1850 |
|
| Products & Price books |
Starts from $1450 |
|
|
QuickBooks Integration (Cloud) |
Starts from $1450 |
|
| QuickBooks Integration (Desktop) | Starts from $1950 |
|
| DocuSign Integration | Starts from $1450 |
|
| Cogna Integration | Starts from $1450 |
|
| Chargent Integration | Starts from $1850 |
|
| Payment360 Integration | Starts from $1850 |
|
| RingCentral Integration | Starts from $1850 |
|
| Outlook/Email Integration | Starts from $750 |
|
| Additional Services | $120 / hour | Any additional services, including development and training, can be arranged after a consultation and needs assessment session with the client at no charge. |
A Few Notes & Terms
Cetrix's flexible terms enable our customers to feel free to choose options and personalize the services we provide.
Key Project Personnel
Before we start a new implementation, we assign a Salesforce-certified consultant to manage the project. We ask all our Clients to provide a single point of contact to coordinate with Cetrix’s project manager.
Software Licenses
Acquiring licenses for Salesforce cloud applications and any other software to be integrated with Salesforce is the responsibility of the Client. A license for every software shall be provided to Cetrix to be used throughout the implementation process.
Features and Editions
The features that we configure are subject to the availability in the specific edition of the Salesforce for which the Client is licensed, which is limited to Professional and Enterprise editions. We use Salesforce.com best practices in every feature we configure.
Delivery Method
We deliver all our services via web conferencing to expedite the implementation process and eliminate unnecessary expenses. This includes user and admin training.
Data Migration
The packages described above include data migration using CSV files with no more than 40,000 records of cleaned-up data for each object. Cetrix can provide other data-related services upon request and for additional fees.
Integration with Other Applications
Cetrix provides implementation and integration services for other Salesforce cloud applications, including Marketing Cloud, Service Cloud, Pardot, Wave Analytics and Work.com. We provide a discovery consultation session at no cost upon request for such services.
The quickest and easiest way to get you off to a strong start on your automation journey
