HOW SOLVD HELPS YOU
1. PROJECT KICK OFF
Together we’ll discuss your company’s business objectives for Salesforce, including a custom plan for your sales and account management processes.
2. Household + Contact Setup
We’ll configure households for storing household and family data that is critical to managing your book of business. We’ll also set up contacts to manage your individual goals, objectives, and timelines for the services you offer.
3. OPPORTUNITY SETUP
We’ll configure opportunities to be used for deal-tracking so you can see and manage the pipeline with a high amount of detail.
4. FINANCIAL ACCOUNTS SET UP
We’ll configure the financial account record to allow for tracking of daily balances, NAV, asset class, and other information.
5. SPREADSHEET IMPORT
We’ll reformat and import a spreadsheet including contacts, activities, and order history.
6. SALESFORCE TRAINING
Together our team walks you through your app, this helps with adoption while also getting users the value they need.