What's included

• Salesforce Setup & Configuration

  Full setup of Salesforce, including account creation, organizational structure, and initial configuration of standard objects like Leads, Accounts, Contacts, and Opportunities. This includes customizing page layouts, creating custom fields, and setting up user permissions to align with your business needs.

• Data Migration

  Safely transfer existing business data (such as customer information or historical sales data) into Salesforce from other platforms, ensuring data integrity and consistency during the migration process.

• Custom Features & Workflows

  Design and implement custom workflows, objects, and automations tailored to your unique processes. This could include lead routing, opportunity tracking, or custom reports to improve operational efficiency.

• End-User Training

  Comprehensive training sessions for your team to ensure they understand how to use Salesforce effectively. This includes walkthroughs of the system, best practices, and documentation.