Salesforce Essentials Quick Start Package

8 Hours for Small Businesses with Salesforce for $1400


Salesforce Certified AdministratorThe Collabrax Essentials Quick Start Package is good for small businesses that are adopting Salesforce for the first time. It can be used with the Essentials edition of Salesforce and focuses on the very basic features. It is a great tool for businesses new to cloud computing or CRMs. Our goal is to get your company up and running quickly and efficiently. Collabrax understands the importance of getting you back to what you do best – running a successful and profitable business.

The 5 Keys to a Successful Implementation

  1. Planning and Preparation
  2. Setup and Customization
  3. Deployment
  4. User Adoption
  5. Continuous Improvement

8 Hours with a Salesforce Certified Admin that includes:

Process Discovery and Salesforce Design

  • A Kick-off call with the customer team to identify current business processes and customization needs for each of the main objects (Lead, Account, Contact, Opportunity) in Salesforce.
Salesforce Implementation and Customization
  • Branding of your Salesforce account to include your organization logo.
  • Basic Salesforce customizations to promote greater usability and adoption of basic overall best practices.
  • Setup of User licenses and assignment to standard Profiles.
  • Four (4) Page Layouts per org.
  • Up to 20 total custom Fields, to be set up across all of the main Objects**.
Data Migration
  • Import of one (1) data files – ready-to-import, single sheet CSV or Excel workbook for Leads or Accounts/Contacts (maximum of 2,000 records).
  • Map Lead or Account/Contact data fields to related Salesforce fields
Training, Support and Admin Services
  • 1-hour Q&A session for unlimited Salesforce users on overall basic administration and usage of Salesforce CRM.

**Objects included: Leads, Accounts, Contacts, and Opportunities.