Achieve Full Product Adoption with Karya’s
Sales Cloud for Salesforce Jump Start
You’ve made an excellent decision to transform the way you connect with your customers.
With Karya’s rapid and tailored service, you’ll benefit from a customized setup, expert guidance, and personalized shadowing sessions from a veteran Salesforce partner. Our jump start is designed to get you fully operational within weeks, enabling you to maximize the value of Salesforce in record time.
In-Scope (Setup)
Week 1
Kickoff meeting with stakeholders to align objectives.
Data model setup: Standard object setup (Leads, Opportunities, Accounts, Contacts).
Security: Role hierarchy, user permissions, and profiles configured.
Week 2
Email Integration: Set up Salesforce Email to work with Gmail/Outlook.
Activity Management: Enable task management for sales teams.
Custom Fields: Add up to 10 custom fields to tailor the CRM to client needs.
Automation Studio: Set up automations for lead nurturing campaigns.
Tracking & Analytics: Enable email engagement tracking (opens, clicks, etc.).
Week 3
Reporting & Dashboards: Create up to 5 standard reports and dashboards for sales performance tracking.
Opportunity Stages: Configure opportunity stages and customize for client sales process.
Week 4
Training: Conduct 2 training sessions for the sales team.
Go-Live Support: Provide go-live assistance and troubleshooting for users.
Meetings
Kickoff meeting, weekly check-ins (4 in total), user acceptance testing (UAT), go-live readiness meeting.
Out of Scope
Data Migration: Large-scale data migration beyond contacts and leads.
Custom Development: Custom coding, and integrations with non-standard apps.
Advanced Features: CPQ (Configure, Price, Quote) setup, Einstein AI.