Sales Performance Quick Start
Get up and running in a matter of weeks!
We know you want to quickly see value from your Salesforce investment – and you want to set up your success platform correctly from the start.
That’s where VALiNTRY360’s Sales Performance Quick Start program can help!
Below you will find the features, prices, and deliverables of VALiNTRY360’s Sales Performance Quick Start program.
Quick Implementation
Deploy within weeks by meeting with VALiTRY360 experts who can help you maximize effectiveness and efficiency.
Tailored to Your Business
Configure your end-to-end business marketing and sales process boosting team efficiency with guidance and setup.
Best Practice for Success
Get your team up to speed with guided walkthroughs as well as 30, 60, and 90 day recommendations.
Salesforce Maps
| SILVER | GOLD | |
|---|---|---|
| DETAILS |
||
| Price | $5,000 USD | $10,000 USD |
| Duration | 20 hours / 4 Weeks | 40 hours / 8 Weeks |
| AUDIENCE |
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| Salesforce Salesforce Certified Resource |
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| Customer Key Stakeholder, Decision Makers, Salesforce Admins |
||
| PREQUISITES |
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| Customer has licenses | Maps |
Maps Advanced |
| Customer to provide temporary login access | ||
| Customer to provide overview & configuration requirements | ||
| Scheduled customer meeting time | 10 hours |
19 hours |
| FEATURES |
||
| Installation of Maps Managed Package | 1 sandbox & 1 production environment |
Up to 4 sandboxes & 1 production environment |
| Configuration of Maps Managed Package | 1 sandbox & 1 production environment |
Up to 4 sandboxes & 1 production environment |
| Configure up to 3 Field Sets (Click2Create, Check in/Out, Data/ArcGIS Layer Click2Create) |
||
| Maps Layer Creation Training (Marker, Shape, Data, Live, ArcGIS) |
Up to 10 total layers |
Up to 10 total layers |
| Routes, Schedule, and Mobile Guidance | ||
| Measure Salesforce Maps User Adoption | Configure 1 Salesforce Report |
Configure 1 Salesforce Report |
| Custom FieldsConfiguration Use-Case(s) | ||
| Advise on standard out of the box Salesforce Maps features | ||
| Guidance for Maps Advanced route visit frequency | ||
| Guidance for Maps Live Tracking Daily Summary configuration | ||
| Insert Maps Live Tracking records | ||
| Configure Maps Advanced Visit Window custom button | ||
| Configuration of 1 Maps Advanced Routing Template | ||
| Creation of 2 Salesforce reports for route optimization validation | ||
| Create up to 4 change sets | ||
| Process Automation | Additional cost |
Additional cost |
| Data Import | Additional cost |
Additional cost |
| Custom Code | Additional cost |
Additional cost |
| Direct End-User Training | Additional cost |
Additional cost |
Salesforce Territory Planning
| SILVER | GOLD | |
|---|---|---|
| DETAILS |
||
| Price | $5,000 USD | $10,000 USD |
| Duration | 20 hours / 4 Weeks | 40 hours / 8 Weeks |
| AUDIENCE |
||
| Salesforce Salesforce Certified Resource |
||
| Customer Key Stakeholder, Decision Makers, Salesforce Admins |
||
| PREQUISITES |
||
| Customer has appropriate licenses | Territory Planning |
Territory Planning |
| Customer to provide temporary login access | ||
| Customer to provide overview & configuration requirements | ||
| Scheduled customer meeting time | 10 hours |
19 hours |
| FEATURES |
||
| Installation of Maps Managed Package | 1 sandbox & 1 production environment |
Up to 4 sandboxes & 1 production environment |
| Configuration of Maps Managed Package | 1 sandbox & 1 production environment |
Up to 4 sandboxes & 1 production environment |
| Data Set Training | Up to 2 custom report types for Data Set reports & 2 Data Sets |
Up to 2 custom report types for Data Set reports & 2 Data Sets |
| Territory Alignment Training | Create 2 territory alignments |
Create 4 territory alignments |
| Geo unit upload training & create territory geo unit report | Create 1 territory geo unit report |
Create 1 territory geo unit report |
| Territory Optimization & Publish Training | ||
| Shape Layer Visualization & Auto Assignment Configuration Training | ||
| Create change sets | 1 |
Up to 4 |
| Advise on train the trainer methods and best practices | ||
| Advise on standard out of the box Salesforce Maps features | ||
| Provide guidance for Maps Advanced route visit frequency | ||
| Configure Auto Assignment | ||
| Configuration of Salesforce Maps Functionality Other than Shape Layers and Auto Assignment |
Additional cost |
Additional cost |
| Configuration of Enterprise Territory Management (ETM) | Additional cost |
Additional cost |
| Process Automation | Additional cost |
Additional cost |
| Data Import | Additional cost |
Additional cost |
| Custom Code | Additional cost |
Additional cost |
| Direct End-User Training | Additional cost |
Additional cost |
| Assignment of Salestorce Maps Licenses and Permissions in Production | Additional cost |
Additional cost |