Standard Administration

Salesforce® Enterprise Edition

$2,250/month + $50/user/month

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INCLUDES

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Management & Modification of Existing Salesforce® System Including:

 

• Accounts

• Activities

• Assets

• Campaigns

• Cases

• Chatter

• Contacts

• Contracts

• Documents

• Folders

• Forecasts

• Ideas

• Leads 

• Opportunities

• Orders

• Price Books

• Products

• Projects

• Quotes

• Social Media

• Solutions

• Territories

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Includes Administration & Modification of Reports, Dashboards, Users, Record Types, Page Layouts, Custom Objects, Workflows and Troubleshooting of Related Issues.   Business Hours Support.

 

Master Data Management

 

• Bulk Upload of Records

• Data Hygiene Quarterly

• Merging/Deleting Duplicate Records

• Purge Old Opportunities

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System Governance

 

• Data Security & Partitions

• Features Request Gathering

• Monthly or Bi-Monthly Governance Call

 

​User Provisioning & Training

 

• Adding/Deleting Users

• Language Setting Changes

• Customized Online Training Courses

• Customized Training PDFs

• One-on-One User Training

• Opportunity/Account Team Creation

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Content Library

 

• Library Document Updates

• Content Library Modifications

 

​Strategic Advising

 

• Strategic Design Reviews

• Storage Monitoring

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Management & Administration of Previously Configured Community and/or Partner Portal

 

• Community Management/Modifications

• Chatter Configuration/ Modifications