Unused Time Expires in 12 Months
Time deducted in ¼-hour increments
Unused Time Expires in 12 Months
Time deducted in ¼-hour increments
Unused Time Expires in 12 Months
Time deducted in ¼-hour increments
Account Planning
is Important
Salesforce + Prolifiq is a powerful combination which includes many features and capabilities. You may find it challenging to have the time and knowledge to do it all.
akaCRM created the ProlifiqPro™ to solve this problem. You get the benefit of Salesforce and Prolifiq CRUSH experts in one easy to manage offering.
Install of Prolifiq CRUSH or Relationship Map managed package, configuration of Prolifiq settings, configuration of Key Account Plan, Cross-Sell Maps, Amount Types, Data Types and Relationship Types
Automation of account plan creation, key stakeholders additions to Relationship Map, key account categorization
Workshop to create key account management strategy and process including category definitions and action plans (80 and 120 hour packages only)
Help to get your data organized including to support key account planning utilizing the built-in import, mass transfer and mass delete wizards, Apex Data Loader, dataloader.io, Jitterbit data loader
Creation, modification and management of custom views, reports, dashboards and analytic snapshots
Sales Cloud™, Service Cloud™, Pardot™, Experience Cloud™, Education Data Architecture (EDA), Nonprofit Success Pack (NPSP), Financial Services Cloud (FSC)
Field Service Lightning, Knowledge, Lightning Dialer, Salesforce Inbox, Sales Cloud Einstein, Service Cloud Einstein, Salesforce Engage, Tableau CRM (f/n/a Einstein Analytics)
Composer®, Grid™, CollaborateSM, Sign, Conga Contracts for Salesforce (CSF), Conga Contracts (off-platform), and Orchestrate.
When utilized in conjunction with Salesforce, the following third-party apps are supported: Apsona, Causeview Advancement, DemandTools by Validity, DocuSign Electronic Signature, FormAssembly, Formstack, HelloSign, Mogli SMS, OnceHub (ScheduleOnce), OwnBackup, People Import; RingLead Suite, SMS Magic, Spanning Backup, Roll-up Helper, TaskRay.
Lightning Experience and Classic
Adding, modifying, de-activating, password resets, role management, profile management, permission sets, public groups, queues
Record sharing, accessibility settings, password & session settings, delegated administration, backup, multi-factor authentication
Creation or modification of Standard and Custom objects, record types, fields, workflows, process builder processes, approval processes, page layouts, custom links, buttons, actions, report types, apps, tabs, labels, validation rules, assignment rules, auto-response rules
Triggers, Visualforce, Flows, Sites, Lighting Components
Creation or modification of Lightning or Classic email templates
Installation or removal of AppExchange packages
Einstein Bots, Chat, Messaging
Support for installation/configuration of Centro or Slack for Sales included with 80 and 120 hour packages. Centro and Slack licenses sold separately.
Other support services as requested by client and agreed to in writing by akaCRM
Want to learn more about Prolifiq CRUSH? Find it on the AppExchange.
The following items are excluded under ProlifiqPro™, but ARE available from akaCRM under ongoing support, Agile Support™ or project-based agreements. If you have needs that fall under these exclusions, contact us so that we may have a qualified representative provide you a quote.
Pick a ProlifiqPro™ package based on your needs. Packages remain available to you for a full year.
After you complete your ProlifiqPro™ purchase, we will reach out to introduce your assigned akaCRM consultant hand selected with your success in mind.
Our consultants are Salesforce® certified with the skills and knowledge to guide your success!
You and your consultant identify your priorities and business needs. Request help via phone, email or your consultant's calendar link.
Get started now:
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San Diego, CA 92110
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