В работе

Sales Force Implimentation

Sales Cloud Re-configuration/Updates:

Review Current Security set up (hierarchies/roles)

Implement new security model

Work with team to identify Opportunity Products that are needed and create same

Update opportunity system and workflow

Train team to add Pricing to Opportunity Products

Train Sales team to use Opportunity Products

Set up Sales cloud in a way that it will tie in nicely with an inventory management system

Sales Cloud is already implemented. I am looking for configuration work to be done in order to update it to your current needs and set it up in a way that it will tie in well with an inventory management system. There is no inventory management system in place yet. What needs to be built in that regard should be semi-generic so that it will tie in with whoever we choose. That being said, we are actively looking for an inventory management system to tie in with SF but none has been decided yet.

We are looking to get moving on this as soon as possible. For the sake of everyone's e-mail sanity only "reply all" if absolutely necessary Thank you for reading and I look forward to hearing from you.

? Configure User Security and Secured Visibility, to include these access/profiles:

o Sales users - approximately 5

o Executives and managers - approximately 2

o Setup roles, profiles, permission sets as needed

? Configure Account Management

o A single Account Page Layout

o Healthcare relationship structure

o Up to 10 custom Account Fields

? Configure Contacts

o A single Contact Page Layout

o Up to 5 custom Contact Fields

? Configure Opportunity Management and Products

o A single Opportunity Page Layout

o Up to 15 Opportunity Fields

o Custom Salesforce Opportunity stages

o Configure stage Path and key stage fields

o Configure Opportunity Products and Price Books

? Configure Order History object

o A single Orders Page Layout

o Up to 6 Order Fields

o Map to existing Product catalog

? Configure Standard Activity Task and Event Management (Logging Calls, To Do's, General

Reminders, Prospect Follow-ups, Meetings, etc.), including:

o A single Task Page Layout

o A single Event Page Layout

o Up to 4 custom Task and Event Fields

? Configure Email Integration (Outlook) and Email Templates

o Enable and configure the Salesforce Outlook Integration & Sync

o Up to two (2) custom Sales email template

? Reporting & Dashboards

o Build four (4) reports

o e.g. Pipeline/Forecast reports, Order history, Order trend, Actual vs

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ID проекта: #19331496

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