Services

CloudAdmin® Packages

Basic
▸ User Management
▸ Access Controls
▸ Platform Security
▸ Release Management
▸ Patch Management
▸ Limited Reports
▸ Limited Dashboard
▸ Customize standard objects
▸ Email Integration
▸ No Coding
▸ No 3rd party Apps support
▸ Periodic Backups
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Pro
▸ User Management
▸ Access Controls
▸ Platform Security
▸ Release Management
▸ Patch Management
▸ Basic Reports
▸ Basic Dashboard
▸ Customize standard objects
▸ Limited Custom Objects
▸ Email Integration
▸ Custom Coding*
▸ Some 3rd party Apps support
▸ Mobile Configuration
▸ Sales Cycle Configuration
▸ Lead Management Configuration
▸ Limited Data Quality Management
▸ Limited Data Imports
▸ Limited Process Automation
▸ Case Management
▸ Periodic Backups
▸ Limited User Training
▸ Limited formulas and rules
 
 
 
 
 
 
 
 
Enterprise
▸ User Management
▸ Access Controls
▸ Platform Security
▸ Release Management
▸ Patch Management
▸ Complete Reports
▸ Complete Dashboard
▸ Customize standard objects
▸ Complete Custom Objects
▸ Email Integration
▸ Custom Coding*
▸ Some 3rd party Apps support
▸ Mobile Configuration
▸ Sales Cycle Configuration
▸ Lead Management Configuration
▸ Full Data Quality Management
▸ Data Imports & Exports
▸ Full Process Automation
▸ Case Management
▸ Periodic Backups
▸ Forecasting
▸ Complete formulas and rules
▸ Deal Approvals
▸ Sales and Case Teams
▸ Territories
▸ Marketing
▸ 3rd party Apps Support
▸ Communities*
▸ Knowledge*
▸ User Training

EZ Start Packages

Basic
▸ Basic Setup of Salesforce Platform
▸ Set Up Sales Team Users
▸ Dedupe, Scrub & Import Accounts & Contacts (up to 5k Records)
▸ Basic Duplication Prevention
▸ Set Up Opportunity Tracking
▸ Deliver 2 Sales Tracking Reports
▸ Deliver 1 User Adoption Report
▸ 2 hours Salesforce Success User Training
▸ Available via Salesforce Messaging Service (Chatter)
 
 
 
Advanced
Basic +
▸ Import Leads (up to 5k Records)
▸ Configure Complete Sales Path (Lead to Opportunity Closed)
▸ Configure Sales Quoting (2 Quotes)
▸ Configure Activity Tracking
▸ Deliver 1 Sales Forecast Report
▸ Deliver 1 Sales Dashboard
▸ 4 hours Salesforce Success User Training
 
 
 
 
Complete
Advanced +
▸ Import Accounts & Contacts (25k Records)
▸ Import Leads (10k Records)
▸ Additional Sales Quotes (4 Quotes)
▸ Custom Business Automations (5 Processes)
▸ Data Validation Rules (5 Rules)
▸ Mobile Apps Configuration
▸ Custom User Home Screen
▸ Sales Approvals Management*
▸ Deliver 6 Custom Reports
▸ Deliver 3 Custom Dashboards
▸ Dedicated PM / Implementation Engineer
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