Inicio » Solutions and Services » Salesforce CRM Quickstart

SALESFORCE CRM QUICK START by Bigo

Customer Relationship Management (CRM) is the platform where the Customer Management processes is handled, as well as the different points of contact (POC) such as: customer, sales, marketing, support and customer service.

World’s #1 CRM

A CRM allows you to have a 360º view of customers. Nowadays companies require IT infrastructure to be part of the digital era; a cloud one offers companies mobility and growth without compromising its operation.

The Salesforce CRM automates tasks, supports sales management, marketing and customer service. At the same time, it also automates processes and gets you access to your data through any device. Manage contacts and prospects, activities, negotiations, agreements and communication between you and your prospect or client.

CRM platforms are at the top of the list of the most important & innovative technologies available to companies.

SALESFORCE SALES CLOUD

QUICK START BY BIGO

ANALYSIS & SET UP

  • Requirements analysis
  • Workshop & project scope
  • Setting
    • Development, Q&A and production
    • Security scheme
    • Roles (2 templates)
    • Users
  • Sales structure

SALES CLOUD MODULE

  • Sales structure
    • Business unit
    • Sales team
    • ZoningLeads process – 4 stages *
  • Duplicate rule *
  • Opportunity form *
  • Quoting form
  • List price*
  • Product catalog
  • Opportunity process – 6 stages *
  • Configuration assistance
    • Reports, charts and dashboards
    • Quoting process
    • Email template
  • Outlook & Gmail Integration
  • Custom object *
  • 30 custom fields and formulas
  • 5 workflows / process builders

GO LIVE

  • Test script generation
  • Integral testing
  • User acceptance testing
  • Deployment
  • GoLive support

* Only one applies

SALESFORCE SERVICE CLOUD

QUICK START

ANALYSIS AND SET UP

  • Requirements Analysis
  • Workshop
  • Setting:
    • Development, Q&A and production
    • Security scheme
    • Users

SERVICE CLOUD MODULE

  • 360º view – accounts & contacts
  • Type case
  • Case resolution process
  • Service Console
  • Views and charts
  • Information panels
  • Custom customer service case form

GO LIVE

  • Test script generation
  • End to end testing
  • User acceptance testing
  • Deployment
  • GoLive support

We help you in your
Salesforce CRM project!

QUICKSTART BY BIGO

SALESFORCE CRM SALES

Go Live: 5 weeks

Track your sales agents labor on the best CRM!

SALESFORCE CRM SERVICE

Go Live: 4 weeks

360º view – needs, reports and contacts!

CONTACT US

TOGETHER WE CAN TAKE ACHIEVE YOUR BUSINESS DIGITAL TRANSFORMATION

Choosing the right technology partner is key for your digital transformation strategy. You need a partner with the expertise and integrity to guide you in the process and find creative solutions to solve your short-term problems providing long term value.