CRM Quick Start
Are you looking for a Quick Start setting up CRM? Alternative Solutions offers CRM Quick Start setup and training for companies that want to get started with CRM but don’t know where to begin. Alternative Solutions offers CRM Quick Start for Sales Cloud, Service Cloud, Financial Services Cloud, Marketing Cloud, and Pardot. This service is a great fit for any SMB new to CRM.
What's Included in a
CRM Quick Start?
With a CRM Quick Start, you can expect to receive these essentials:
- Ready to use CRM in as little as 2 weeks
- Establishing your business KPIs within CRM and setting up analytics to measure success
- Implementation of best practices around usability and data quality
- Hands-on workshop training that helps achieve ROI on CRM immediately
Alternative Solutions and our team of certified consultants follow a consistent methodology when implementing CRM Quick Starts.
- Configuration of Leads, Accounts, Contacts, and Opportunities
- Lead Qualification Process
- Opportunity Sales Process
- Custom Fields
- Email Communication Template
- Analytics (4 Custom Reports and 2 Dashboards)
- Training Session
- Configuration of Accounts, Contacts, and Cases
- Support Process & Support Queue
- Custom Fields
- Email Communication Template
- Analytics (4 Custom Reports and 2 Dashboards)
- Training Session
- Configuration of Households, Opportunities, and Financial Accounts
- Opportunity Sales Process for onboarding new clients
- Custom Fields
- Email Communication Template
- Analytics (4 Custom Reports and 2 Dashboards)
- Training Session
- Integration with CRM
- Technical Setup Guidance
- Initial Prospect Import
- Permission Pass
- Lead Scoring
- Marketing automation discovery: a roadmap on using Pardot to achieve your marketing goals
- Hands-on training during the implementation
- Integrate Marketing Cloud with CRM via Marketing Cloud Connector
- Create CRM Data Extensions in Marketing Cloud
- Custom Fields
- Email Communication Template
- Training Session
- Data analysis technical setup
- Delivery Profile
- Publication Lists
Ready to get started with your CRM Quick Start? Fill out the form to work with us on customizing your solution!
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