Your existing Accounts, Contacts, Leads, and Opportunities are loaded into Salesforce so you can start using Salesforce for the basic CRM administration immediately.
We are your Salesforce Business Partner
We understand that your customers are the most important part of your business. To nurture them, your Customer Relationship Management must be excellent. This is only possible if all of your company’s processes run as smoothly as the interactions with your customers. In our opinion, Salesforce is the best tool for this job. Technology alone is like a fast car without an experienced driver; as your Salesforce business partner, we can help you innovate your business around your customers.
Import existing customer data – 4 objects, Accounts & Contacts
Deliver Excel files with desired structures’ example data using a 2MD Import template.
Future Customer Registration
Import existing customer data – 4 objects, Leads & Opportunities
Deliver Excel files with desired structures’ example data using a 2MD-Import Template.
Sales funnel – Opportunity process layout – Standard Dashboard included
Supplement the supplied Lead overview with information that pertains to each phase.
Sales funnel – Lead process infrastructure – Including Standard Dashboard
Supplement the provided Opportunity overview and provide insight into which information is relevant.
Starter kit €4000
Including: Free 8 hour support
through our Online Support Channel
and free Roadmap advice