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Quick Start Pricing

Sales Cloud - Quick Start

$2,999

Estimated Launch: 1 Month

Project Kickoff and Business Process Reviews

  •  We’ll review the project plan for implementation, introduce you to our team of experts, and request access to your Salesforce org.

Lead Personalization

  • We’ll personalize leads in Salesforce to ensure you’re recording and qualifying prospects fast and efficiently.

Account Configuration

  • We’ll configure accounts for documenting information related to businesses, households, organizations, or agencies involved in the sales process.

Contact Customization

  • We’ll customize contacts for managing the personal and relevant details needed to make sales happen.

Opportunity Configuration

  • We’ll configure opportunities for tracking your sales and potential sales pipeline, win rates, competitors, and sales stages for ease of reporting.

Salesforce Training

  • We’ll perform a custom, one-hour webinar data import training session to train on importing leads, accounts, and contacts in Salesforce.

Service Cloud - Quick Start

$2,999

Estimated Launch: 1 Month

Project Kickoff and Business Process Reviews

  •  We’ll review the project plan for implementation, introduce you to our team of experts, and request access to your Salesforce org.

Case Personalization

  • We’ll personalize cases in Salesforce to ensure you’re recording and serving clients completely.

Account Configuration

  • We’ll configure accounts for documenting information related to businesses, households, organizations, or agencies involved in the sales process.

Contact Customization

  • We’ll customize contacts for managing the personal and relevant details needed to make sales happen.

Salesforce Training

  • We’ll perform a custom, one-hour webinar data import training session to train on importing leads, accounts, and contacts in Salesforce.

Analytics - Quick Start

$3,999

Estimated Launch: 1 Month

Project Kickoff and Business Process Reviews

  • We’ll kick off the project and discuss your goals with CRM Analytics as well as what metrics, reports, and dashboards are desired.

Dataset and Lens Development

  • We’ll configure CRM Analytics Dataset, in consultation with our analytics team, and configure any lenses or queries.

CRM Analytics Dashboard and Report Widgets

  • We’ll create two dashboards and up to five report widgets, customized to your business metrics

Desktop, Mobile, and Tablet Layouts

  • We’ll configure the desktop, mobile, and tablet layouts for an optimized experience both at your desk and on the go.

CRM Analytics Training

  • We’ll provide one hour of training on how to create and configure CRM Analytics, including report widgets and dashboards.

“The way Rops built out salesforce and our reporting was far far better than I could have hoped for. The automation this has provided me and my company has been game changing for us! They were amazing about listening to our pain points and moving quickly to build out a system to structure and automate the process! Would recommend to ANYONE!”

Spencer Pedersen, Chief Sales Officer
VITL ENERGY

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