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Salesforce Sales Cloud

Sales Cloud Starter Package with a quoting tool

Ready for more sales success?

Don't waste valuable time – enable your sales teams to build lasting customer relationships, win deals faster and keep every important KPI in view. With our starter packages you can get up and running with the core features of Sales Cloud in no time, connect LinkedIn Sales Navigator and optimise your lead-to-quote process with our native Salesforce quoting application appero quote – CPQ light!

Sales Cloud | quote features

The seamless integration of Sales Cloud with our CPQ solution lets you enjoy all the advantages of a standardised, fully functional and scalable solution. Benefit now from our state-of-the-art solution including LinkedIn integration for your individual B2B sales and quoting processes!

  • A central platform for team communication and collaboration

  • Holistic customer and contact management

  • Higher productivity through standardised processes

  • The "single source of truth" for your company data

  • Efficient quote creation using templates

  • Reports and dashboards keep your most important KPIs in view at all times

Our starter packages

Entry

Basic Starter

Price on request

Scope of services

  • Kick-off web meeting & walkthrough of the checklists
  • Set-up of customer records including custom attributes
  • Adaptation of the lead process to your business process
  • Adaptation of the opportunity process to your business process
  • Convenient product configuration with groups and hierarchies
  • Price calculation options for maximum flexibility
  • 1 quote template
  • Email sync and integration with Einstein Activity Capture
  • Standard Flow automations
  • Data import for leads, accounts, contacts & products
  • Key KPIs in view with reports & dashboards (standard)
  • Customer-specific user training
  • Go-live hypercare

Growth

Advanced Starter

Price on request

Scope of services

  • On-site kick-off & workshop for business analysis & solution design
  • Modelling of different customer and contact types
  • Up to 2 different lead or marketing processes
  • Up to 3 different opportunity processes
  • Convenient product configuration with groups and hierarchies
  • Price calculation including discount structures
  • Up to 2 different quote templates
  • Email sync and integration with Einstein Activity Capture
  • Up to 5 different Flow automations for key processes
  • Data import with data quality check
  • Key KPIs in view with reports & dashboards (custom)
  • Customer-specific user training
  • 1 month of free f42 support

With our starter package, your sales teams can work together effectively, develop customers strategically, close deals faster and thus make a significant contribution to your company's growth and success. We guarantee rapid implementation of the solution and immediate benefits for your entire company!

quote business features

  • Installation of appero quote CPQ light and customised basic configuration
  • Set-up of the permission model
  • Creation of one tenant including letterhead and CSS stylesheet
  • Configuration of one customer-specific quote template
  • One-off import of product data

Let us advise you

We help you choose the right tool and integrate it into your processes

Your contact

Get in touch with me

Key Account Manager

Veronika Schmatz