Salesforce CRM Implementation | Sadhana Consulting
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A implementation impacts your business at many levels. At Sadhana Consulting, we think like your IT department, VP of Sales, CFO and your end user – all rolled into one.

Bottom Line?

We can help you envision and execute a implementation
that gives you the best possible return on your investment.

Strategy Consulting and Deployment

If you’re considering deploying, talk to us first! We can help you envision and execute a implementation that gives you the best possible return on your investment. Our implementation services include consulting, discovery and strategy roadmaps and then continue on to full system implementation services, training and ongoing support.

Our Approach

We approach your implementation from a business perspective first, determining where the value is in the business and then architecting a technology solution that supports the way you do business, integrates seamlessly with your other IT investments, and will attract and engage your end users. We can then implement that vision for you or turn over a detailed roadmap to your IT team for internal execution.

This 360 degree approach, combined with our broad experience, gives us the sophistication to be able to architect a solution that simply works better for your business than what you can get out of the box.

Salesforce Professional Edition

  • Project Kickoff Meeting
  • Review of Client’s Business Process
  • Setup Users, Role Hierarchy, Sharing Rules, and Password Policies
  • Customize Salesforce Primary Functionality (Leads, Accounts, Contacts, Opps, Activites) Create Custom Fields and Page Layouts
  • Install Dashboard Packs and build up to 6 custom reports
  • System review with project participants
  • Training of end-users (Navigation and basic Reporting)
  • Training of System Administrator
  • Project management
  • Introduce online training resources (Online training, Trailhead, Cheat Sheets)
  • Simple Data Import (Accounts and Contacts)

The following item(s) can be added for an additional cost; pricing available upon request.

  • Forecasting
  • Data Cleanup
  • Email to Case
  • Web to Case
  • Web to Lead
  • Order Management
  • Products
  • Quotes
  • Campaigns
  • Contracts
  • Cases
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