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SALESFORCE.COM SALES CLOUD FAST TRACK Get Started with Sales Cloud in 4 weeks or less! FastTrack Overview and Deliverables The Keste FastTrack is a fast, easy way to implement this #1 ranked solution. It is based on our proven 3-D METHODOLOGY and includes a discovery session, data migration and implementation of Salesforce SalesCloud. It includes: 1. Implementation of Salesforce.com Sales Cloud 2. Enable use of Accounts, Contacts, Leads and Opportunities 3. Migration of existing customer data 4. Enable sales methodology and activity management within Salesforce.com HIGHLIGHTS KESTE OFFERING Salesforce Sales Cloud FastTrack WHAT Fast, easy way to implement #1 cloud-based solution for managing accounts, leads and opportunities WHY? • Improve lead conversion rate by 38% • Achieve higher closing rates by 26% • Improve individual rep perform ance by 26% • Improve forecasting accuracy by 45% Contact [email protected] to learn more. WORK PACKAGE DELIVERABLE Account Management Configure standard Salesforce.com Account object Contact Management Configure standard Salesforce.com Contact Object Lead Management Configure standard Salesforce.com Lead Object Opportunity Management Configure standard Salesforce.com Opportunity Object Activity Management Enable standard Activity Management Data Migration One-time data migration from consolidated client file for Accounts, Contacts, Leads, Opportunities Workshops • Project kick off • Requirement review sessions • Prototype review sessions Training Two onsite training sessions Reports Build high priority reports Security Role hierarcy can be defined for specific users DISCOVER • Discover Vision • Discover Requirements • Discover Scope DESIGN • Design Implementation • Design Adoption DELIVER • Deliver Salesforce1 • Deliver Training • Deliver Support As the #1 CRM platform for enterprises, midmarket companies and small- to medium-sized businesses, Salesforce.com Sales Cloud serves as the most effective tool for managing accounts, leads and opportunities. It can help grow your business by making it easier to win deals and track growth/targets—even from your mobile device.
