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