Essentials PowerStart

Spend less time in spreadsheets, more time with customers. Salesforce Essentials brings all your customer information into a single source of truth so you can focus on building strong relationships.

Salesforce Essentials PowerStart

Designed for small businesses, the Essentials PowerStart™ covers initial set-up and basic training to get you on your way (as quickly as 2 days). Clients receive additional Flextime for further customization or support. The Essentials PowerStart is provided in a live workshop format with an assigned Salesforce certified guide.

COST:  $2,800

Workshop Curriculum

PREPARE
  • Client Preparation (your estimated effort is 4 hours). akaCRM provides everything you need to successfully prepare for the workshop including a pre-workshop questionnaire, user preparation worksheet, data import templates and step-by-step kick-off guide.

  • akaCRM Preparation (our estimated effort 2 hours). Our preparation for your workshop includes questionnaire review, core setup, user interface settings, security model, page layouts for client identified use cases, user setup, and client branding for the application and chatter). We prepare in order to be very efficient during your workshop sessions.
WORKSHOP SESSION #1 (up to 3 hours)
  • Discovery
  • User/Security Review
  • Accounts Management
  • Contact Management
  • Lead Management
  • Opportunity Management
  • Other Features as Time Allows
WORKSHOP SESSION #2 (up to 3 Hours)
  • Campaign Management
  • Process Automation
  • Data Review and Loading
  • Einstein Activity Capture Enablement
  • Other Features as Time Allows
TRAINING SESSION (up to 4 Hours)

Our training agenda covers the key things you will need to know to:

  • Administer your Essentials implementation (includes User Management, Customizing Pages, Managing Custom Fields, AppExchange Overview, and Best Practices)

  • Successfully Use Salesforce Essentials (Searching, Adding New Records, Customizing List Views, Managing Email Templates and Sending Email, Custom Engagement, Tracking and Converting Leads, Managing Opportunities, Running Reports, and Utilizing Help Resources including Trailhead).
FLEXTIME - Additional Features & Support (4 Hours)

We understand the needs of each client are unique. That is why we reserve four (4) hours we call FLEXTIME which can be used to implement any of the following features as time allows, and bank left-over time for up to 6 months for support when you need it.

  • Additional Training
  • AppExchange Installs
  • Assignment Rules
  • Case Management
  • Data Import Support
  • Dashboards
  • Email-to-Case
  • Escalation Rules
  • General Support
  • Guided Path
  • Import Campaigns
  • Import Opportunities
 
  • In-App Guidance
  • Knowledge
  • Lightning Dialer*
  • Macros
  • Queues
  • Quick Text
  • Reports
  • Salesforce Inbox*
  • Social
  • Validation Rules
  • Web-to-Case
  • Web-to-Lead

*Requires additional Salesforce licenses.

Benefits

  • Sell faster and deliver better customer support
  • Manage contacts and track deals
  • Support customers across phone, email, chat, and social
  • Run your business from your phone with included Mobile App
  • See the health of your business in one place
  • Activity Management (call logs, follow-up activities, notes)
  • Automated Email capture (Einstein Activity Capture)
  • Native Reporting & Analytics
  • Delivered in a live workshop format
  • Leave-behind quick reference / tips sheet
  • Up to four (4) hours reserved for client-specific needs or additional support
  • Be up and running in as few as 2 days

Pre-Requisites

  • For new Salesforce deployments of the Salesforce Essentials Edition
  • Client to complete pre-workshop questionnaire
  • Data to be imported must be furnished in an akaCRM-provided template
  • The price offered reflects a discount available only to new Essential Editions customers which agree to complete a survey issued by Salesforce and success story at the completion of the project in exchange for the discounted price.

Additional Terms

  • The implementation price does not include Salesforce license fees.
  • Based on features of Salesforce which are generally available.
  • Flextime offered in 1 hour increments and available for 6 months following engagement.
  • Services are governed by our Professional Services Agreement for PowerStarts™.

Excluded Services

Services not specifically identified above, including but not limited to: Chat, Data cleanup and de-duplication, Communities, configuration of apps from the AppExchange, Omnichannel, public knowledge base, system integration and features and services not supported by Salesforce Essentials Edition.

If you'd like to implement any of the excluded services, need additional support or features, or don't meet the prerequisites above, we can still help! Contact us to get a custom quote.

Salesforce Essentials Partner

akaCRM: Your Go-To Essentials Partner

  • Official Salesforce Essentials Partner
  • Experience from thousands of Salesforce engagements
  • Recognized by Salesforce as a Sales Cloud Specialist and Lightning Master
  • Salesforce Certified Sales Cloud and Service Cloud Consultants on staff
  • All staff undergo background checks and are based in US
  • Leading ecosystem partner relationships include Conga, FormAssembly, HelloSign and VerifiedFirst

Have Questions?

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akaCRM Inc.
6510-A S. Academy Blvd, #258
Colorado Springs, CO  80906

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