CloudAdmin® Packages
All packages include:
- Complete platform management
- All standard & custom objects
- All declarative automations
- Quarterly releases
- Data backups
- Critical updates and security management
- On-demand Training
- Data Quality (Import / Edits / Exports)
- Reporting & Dashboards
- Selected 3rd party applications
Excludes:
- Apex development
- Platform-level 3rd party applications
- See EZ start packages for new Salesforce implementations
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