Salesforce Starter

Salesforce.com CRM Implementation Package for Small Business at a fixed fee of AU$ 3,999 a very affordable price for a two week consulting.

RiverdaleCloud has a unique 9 Step process for small business, we will get your Salesforce org up and running within one week at a fixed cost of AU$3,999

Note: This implementation package is available only to businesses subscribing to ‘Group’ or ‘Contact Manager’ or Professional edition on Salesforce.com’s Sales Cloud, implementation not exceeding 40 hours)

Contact us for a free checkup, we will schedule a discovery session with you to understand your requirements.
After the discovery session, we will sign up for a trial version of Salesforce.com and configure the system for you based on our discussion
We will then have a review session with you to walk you through the configuration, show the demo of the system and take your feedback.
The system will be fine tuned based on your feedback and released to you for you to try it out yourself.
After you have tried out the system yourself, we will schedule the 3rd and final review session with you and freeze all the requirements. If there is any data that needs to be imported (e.g. existing customer details etc.), we will provide you a template in Microsoft Excel format for you to provide the data that needs to be uploaded to the system
Once you send your data to us we will do the final configuration and upload the data.
You will conduct a final acceptance test of the system.
You take the ownership of the s Stepsystem now. From this stage onwards, the system will be fully under you control.
We will support you for One calendar week after the implementation. During this support period if you have any questions, face any problem or bug in the system we will be there to hand hold you and guide you. Any bugs found in the system will be rectified promptly without any extra charge

Implementation, includes

1.Setup and configuration

  • Setup and configuration of
    • Leads
    • Accounts
    • Contacts
    • Opportunities
    • Up to 10 custom objects
    • Up to 20 custom fields per object to meet your business requirements
    • Up to 5 validation rules per object
    • Chatter
  • Setup Web-To-Lead capture so that all inquiries from your website gets directly captured in Salesforce.com CRM
  • Upload your existing data in Salesforce (e.g. customer data)
  • Create up to 5 reports and one dashboard
  • Email integration (with outlook or Google Apps)

2. Training -will be conducted over two sessions of 2.5 hours each and cover the following topics

Session 1: For End Users

  • Setup your personal profile, language, timezone, calendar sharing, changing password
  • How to create / edit / delete records
  • How to search for information in Salesforce
  • Creating Tasks & Events
  • Logging Activities
  • Uploading Notes & Documents
  • Using Chatter to communicate and collaborate with your team and customers
  • Creating Reports
  • Setting up e-mail templates and sending e-mails from Salesforce.com CRM
  • Using content library to share contents with your customers (presentations, proposals, quotations etc.)
  • Accessing Salesforce.com CRM from mobile devices

Session 2: For Administrators

  • How to create new users and de-activate existing users
  • Customizing Salesforce.com
    • Adding new custom fields
    • Modifying pick list values
    • Creating validation rules
  • Security Settings – Password policy, restricting network access
  • Viewing Audit Trail
  • Uploading data to Salesforce.com using import wizard
  • Exporting Data from Salesforce.com
  • Using AppExchange
Contact us today for a no-obligation discussion