What's included

• Salesforce CRM Configuration

  A fully set up Salesforce Sales Cloud environment with core objects (Leads, Accounts, Contacts, Opportunities) configured for your team’s sales process.

• Sales Pipeline Setup

  One complete opportunity pipeline with up to 7 stages customized to match how deals move through your business.

• Data Import & Cleanup

  Import and clean up to 2 data sources (for example spreadsheets or CSV files) with up to 50,000 total cells combined.

• Core Fields & Tracking

  Standard Salesforce objects with custom fields added to support things like deal value, lead source, status, and basic sales activity.

• Basic Sales Dashboard

  One Salesforce dashboard showing key sales metrics like pipeline value, deal count, and lead status.

• User Access Setup

  Set up for up to 5 users with roles and basic permissions.

• Go-Live & Handoff

  Final walkthrough session and documentation so your team knows how to use the system going forward.