Painless and Rapid Salesforce CRM Implementation

Every business has unique needs when it comes to CRM, but all businesses have one thing in common. They need to put the customer in the center of their journey, while leveraging the benefits of cloud technology to build a smarter customer journey.

We’ve developed CRM PowerOn™ that gets your team started with a basic implementation of Sales Cloud and/or Service Cloud to immediately start using the platform without risk and with a handbook. After the project is complete we will also share a recommended 12 month CRM Roadmap that will help focus your company on evolving the CRM.

AFDigital Salesforce Sales and Service Cloud PowerOn implementation package

Benefits

CRM Handbook
Migrate Data Safely
12 Month Roadmap

Inclusions

Below is a recommended basic package, but we can also tailor a specific package depending on your business needs.

Design

  • 1 hr Discovery Call
  • Blueprint
  • 1 hr Design Review Call

CRM Setup

  • 15 x Users
  • 1 x Data Import
  • 5 x Page Layouts
  • 2 x Processes
  • 2 x Dashboards

Deployment

  • 2 hrs Solution Verification Call
  • 2 hrs Admin Handover Call

Enablement

  • Salesforce CRM Handbook

Strategy

  • 12 Month CRM Roadmap

Have one of our friendly staff contact you back with relevant information and pricing.

What can you expect

  1. Complete the questionnaire and checklist tasks
  2. Attend a 1hr Kick-Off and 1hr Discovery call
  3. Attend a 1hr Blueprint Review and Approval call
  4. We will configure Sales Cloud and/or Service Cloud to your requirement
  5. Attend a 1 hour Solution Walkthrough call to validate the final build
  6. We will activate your users so they receive the activation email and can get started
  7. Receive a Salesforce CRM Handbook that your team can use in their day to day jobs
  8. Attend a 1 hour call to review your 12 month CRM Roadmap
What can you expect from AFDigital

Clients

Some of our amazing clients we have helped build smarter customer journeys with.

Testimonials

Have one of our friendly staff contact you back with relevant information and pricing.