QuickStarter Package: 2-Wk Implementation

This 2-week sales or service configuration package consists of the following:

Deliverables

• Project Initiation workshop
• Organization setup (BU, User, Role, Email configuration)

CRM Configuration

• Lead and Opportunity OR Case Business Process Flow
• Max 1 layout per object (Account, Contact, Lead /Opportunity OR case)
• Max 1 view per object (Account, Contact, Lead/Opportunity OR case)
• Up to 10 Field validations / Business Rules
• Up to 20 Field creation or Modification across Objects

Reports and Dashboard

• 2 Dashboards
• 3 Custom Reports (Single Object) - Analytical reporting is not included

Data Migration (up to 20000 record)

• Account, Contact, Leads/Opportunity OR Cases
• Product
• Price list (2 max)

Training

• Up to 2 user trainings of 2 hours each, max 10 users
• 1 admin training of 1 hour duration, max 5 users

Support

• Max 5 incidents in 1 month