set up basic salesforce professional business account
Budget: $750 – $1,500 AUD
This project involves the design and development of the following items
* accounts :
* Supplier
* Customer - Retail and Commercial
* Inventory / Stock
* Products - Size, Material, Weight, Dimensions, Image, supplier, country of origin, to be included in the attributes list
* Price Books - Multiple price books to be setup
* Quotations & Invoices = customized with the brand and logo.
* Stock management
Objective 1
Implement Salesforce to capture customer details, Product details, Opportunity and Quotations, Invoices
Objective 2
Ensure the CRM is functional yet easy to use so various users may upload Product and Price details easily. Create and manage Customer, Quotation and Invoice Details easily. Track stock levels, Transfers, Re-order levels, On-Orders.
Objective 3
Provide a Scalable setup for future enhancements that may require Integration with Payment and Accounting Systems. Future enhancement support for multiple stock locations and more complex warehouse management using add-on modules.
Quick Start Pack Scope* Configure Leads:
* Record types and Layouts
* 10 custom fields
* Validation rules
* Lead conversion mappings
* 5 list views.
* Configure Accounts:
* Record types and Layouts
* 10 custom fields
* Validation rules,
* 5 List views.
* Configure Contacts:
* Record types and Layouts
* 10 custom fields
* Validation rules
* 5 List views.
* Configure Opportunities:
* 5 sales process
* Record types and Layouts
* 20 custom fields
* Validation rules
* 5 list views.
* Configure Products:
* Record types and Layouts
* 10 custom fields
* Validation rules
* 5 list views.
* Configure Price Books:
* Record types and Layouts
* 10 custom fields
* Validation rules
* 5 list views.
* Configure Stock Management
* Configure stock levels
* Configure automated stock management
* Track Stock, Ordered, Delivered and On Order.
* Configure Quote and Invoices
* Create and modify Quotations
* Create and modify Invoices
* Track Stock levels on sell.
* Automations and Reporting
* 3 Workflows for business processes automation.
* Data import for Leads, Accounts, Contacts, Products with predefined CSV format.
* Custom Dashboards
* accounts :
* Supplier
* Customer - Retail and Commercial
* Inventory / Stock
* Products - Size, Material, Weight, Dimensions, Image, supplier, country of origin, to be included in the attributes list
* Price Books - Multiple price books to be setup
* Quotations & Invoices = customized with the brand and logo.
* Stock management
Objective 1
Implement Salesforce to capture customer details, Product details, Opportunity and Quotations, Invoices
Objective 2
Ensure the CRM is functional yet easy to use so various users may upload Product and Price details easily. Create and manage Customer, Quotation and Invoice Details easily. Track stock levels, Transfers, Re-order levels, On-Orders.
Objective 3
Provide a Scalable setup for future enhancements that may require Integration with Payment and Accounting Systems. Future enhancement support for multiple stock locations and more complex warehouse management using add-on modules.
Quick Start Pack Scope* Configure Leads:
* Record types and Layouts
* 10 custom fields
* Validation rules
* Lead conversion mappings
* 5 list views.
* Configure Accounts:
* Record types and Layouts
* 10 custom fields
* Validation rules,
* 5 List views.
* Configure Contacts:
* Record types and Layouts
* 10 custom fields
* Validation rules
* 5 List views.
* Configure Opportunities:
* 5 sales process
* Record types and Layouts
* 20 custom fields
* Validation rules
* 5 list views.
* Configure Products:
* Record types and Layouts
* 10 custom fields
* Validation rules
* 5 list views.
* Configure Price Books:
* Record types and Layouts
* 10 custom fields
* Validation rules
* 5 list views.
* Configure Stock Management
* Configure stock levels
* Configure automated stock management
* Track Stock, Ordered, Delivered and On Order.
* Configure Quote and Invoices
* Create and modify Quotations
* Create and modify Invoices
* Track Stock levels on sell.
* Automations and Reporting
* 3 Workflows for business processes automation.
* Data import for Leads, Accounts, Contacts, Products with predefined CSV format.
* Custom Dashboards