Sales Cloud Implementation Plans

The most comprehensive and flexible implementation plans for world's no. 1 CRM

Quick Start

$ 1985
Duration: 1 Week

Project Initiation
 
  • Discovery
  • Business Process Review
  • Planning
 
 
Core Implementation
 
  • Core Sales Cloud Functionalities for Leads, Accounts, Contacts, Opportunities, and Activities

 

Data Migration
 
  • One time migration of Account, Contacts, Leads, and Opportunities data

 

Customization
 
  • Custom Fields (up to 20/org)
  • Page Layout (1/object)
  • Custom Reports (up to 2)
  • Custom View (1)
  • Dashboards
  • Email Template
  • Custom Profiles
  • Workflows & Processes
  • Custom Logo
 
 
Training
 
  • End User Training (1 hr)
  • System Admin

 

Support
 
  • Implementation Assessment
    (30 min; after two weeks of operation)
  • Support

  

 

Other Services
 
  • Sharing Setup
  • Chatter Setup
  • Salesforce1 Setup

Standard

$ 3950
Duration: 1 - 2 Weeks

Project Initiation
 
  • Discovery
  • Business Process Review
  • Planning
 
 
Core Implementation
 
  • Core Sales Cloud Functionalities for Leads, Accounts, Contacts, Opportunities, and Activities

 

Data Migration
 
  • One time migration of Account, Contacts, Leads, and Opportunities data

 

Customization
 
  • 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
 
 
Training
 
  • End User Training (1 hr)
  • System Admin (2 hrs)

 

Support
 
  • Implementation Assessment
    (30 min; after two weeks of operation)
  • Support (3 hrs; first month of operation)

  

Other Services
 
  • Sharing Setup
  • Chatter Setup
  • Salesforce1 Setup

Premium

$ 7750
Duration: 3-4 Weeks

Project Initiation
 
  • Discovery
  • Business Process Review
  • Planning
 
 
Core Implementation
 
  • Core Sales Cloud Functionalities for Leads, Accounts, Contacts, Opportunities, and Activities

 

Data Migration
 
  • One time migration of Account, Contacts, Leads, and Opportunities data

 

Customization
 
  • 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
 
 
Training
 
  • End User Training (3 hrs)
  • System Admin (4 hrs)

 

Support
 
  • Implementation Assessment
    (30 min; after two weeks of operation)
  • Support (9 hrs; first three months of operation)

  

Other Services
 
  • Sharing Setup
  • Chatter Setup
  • Salesforce1 Setup
 Options  Cost Features & Services
Lead Automation $1450
  • Discovery and planning
  • Web-to-lead form (1)
  • Lead assignment rules (Up to 10 rule for 1 assignment)
  • Campaign Setup and Configuration
  • Training (1 hours)
Case Automation $1450
  • Discovery and planning
  • Custom field (up to 12)
  • Process (1)
  • Setting up case assignment rules (up to 12)
  • Training (1 hour)
Quotes $1200
  • Discovery and planning
  • Quote template (1)
  • Custom fields (up to 10)
  • Training (30 minutes)
Products & Pricebooks $1450
  • Discovery and planning
  • Products list loading (1 file)
  • Pricebook (1)
  • Custom fields (up to 12)
  • Training (1 hour)
DocuSign Integration Starts from $750
  • Discovery and planning
  • DocuSign setup & configuration
  • Training (30 minutes)
 Chargent Integration  Starts from $550  
  • Discovery and planning
  • Chargent setup & configuration
  • Training (30 minutes)
 RingCentral Integration  Starts from $550  
  • Discovery and planning
  • RingCentral setup & configuration
  • Training (30 minutes)
Outlook/Email Integration Starts from $525
  • Discovery and planning
  • Outlook setup & configuration
  • Training (30 minutes)
 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 in order 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

START YOUR JOURNEY