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QuickValue Services
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QuickValue Services is designed to deliver value off of your Salesforce.com investment
quickly. To provide flexibility to our customers, this service is classified into
packages. These packages are suitable for any size of business focused on rolling-out
their most important business process. This service can be used for implementing
Professional Edition (PE), Enterprise Edition (EE), or Unlimited Edition (UE).
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QuickValue SFA: |
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QuickValue SFA package is intended for customers who are looking to deploy Salesforce.com's
flag ship product - Sales Force Automation quickly, but at the same time following
the best practices and ensuring that application is scalable as their business grows.
This package enables following major features: |
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Account and Contact Management - Enables you to acquire deep knowledge of every
prospect and account, facilitate collaboration, and build and maintain strong lasting
customer relationships. |
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Activity Management - Enables your sales team to organize and work together. Timely
follow up is virtually guaranteed, and managers get insight into day-to-day sales
activities. |
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Opportunity Management - Enables tracking opportunity milestone, helps sales team
to collaborate, single place to update deal information, record all opportunity
related interactions. Improve sales productivity, and pipeline visibility. |
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Sales Console - Enables you to manage Opportunities and associated Accounts from
one screen. |
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Time to implement: 3 days |
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QuickValue SFA and MA: |
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QuickValue SFA and MA, in addition to value provided by QuickValue SFA, also provides
Marketing Automation. This resolves the issue of disconnect between Marketing and
Sales, and helps to optimize your marketing efforts. This package, in addition to
features covered by QuickValue SFA, will also enable your organization to: |
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Online lead capture - automates lead generation by capturing leads from your website
into Salesforce and automatically send a personalized response to customer. |
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Lead Management - enables you to manage business leads effectively and organize
lead routing from marketing to sales. |
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Campaign Management - Enables marketers in planning spend, manage all initiative
and campaigns, and analyze performance and results. |
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Time to implement: 4 days |
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QuickValue Premium: |
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QuickValue Premium in addition to value provided by QuickValue SFA and MA, also
includes streamlining your processes using work flows, development of dashboards,
and development of a custom object. In addition to features covered in QuickValue
SFA and MA, QuickValue Premium also covers: |
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Record Types (up to 3), and Page layouts [EE, UE]- to address multiple business processes. |
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Work flow (up to 3) [EE, UE] - enables you to automatically perform business process based on your organization needs. |
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Custom Object Setup - enables to store information unique to your organization. |
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Time to implement: 5 days |
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Deliverables for QuickValue Packages: |
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All the quick value packages include following deliverables: |
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BPR session
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Configured application
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Configuration review
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Scenario based training |
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System administrator Knowledge transfer |
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QuickValue Comparison Chart: |
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QuickValue SFA |
QuickValue SFA & MA |
QuickValue Premium |
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BPR Session |
4 hrs |
6 hrs |
8 hrs |
Account and Contact
Management |
Yes |
Yes |
Yes |
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Activity Management |
Yes |
Yes |
Yes |
Opportunity (Pipeline)
Management/Sales Process |
Yes |
Yes |
Yes - up to 2 [EE, UE] |
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Sales Console |
Yes |
Yes |
Yes |
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Report and Dashboard |
3 custom reports, introduction to Dashboard |
5 custom reports, 1 Dashboard |
8 custom reports, 2 Dashboards |
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Data Migration |
Account, Contact from single source |
Account, Contact form single source |
Account, Contact, and Activity from single source |
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End-user Training |
Web based |
Web based |
Web based |
System Administrator
Knowledge Transfer |
Web based |
Web based |
Web based |
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Online Lead Capture |
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Yes |
Yes |
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Lead Management |
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Yes |
Yes |
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Campaign Management |
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Yes |
Yes |
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Marketing Automation |
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Yes |
Yes |
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Record Types [EE, UE] |
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Up to 3 |
Up to 3 |
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Work flow [EE, UE] |
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Up to 3 |
Up to 3 |
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Custom Object Setup |
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Yes |
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Days to Implement |
3 |
4 |
5 |
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QuickIntro Verticals: |
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This 2 hour session is intended to educate customer how the Salesforce pre-configured
solution is intended to be used, and highlights the level of customization by comparing
it to vanilla Salesforce application. Enamored with this knowledge customer will
be able to: |
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Compare pre-configured solution with their existing business process
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What additional customization they need
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What custom functionality (pre-configured in vertical) they would like to remove
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Estimate effort involved in customizing reports and dashboards
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At present this service is available for: |
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Financial Services: |
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Insurance: |
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Are you struggling with maintaining relationship with customers and accounting value
derived through brokers and agents? Then Salesforce has industry leading, user friendly
solution for you. |
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Wealth Management: |
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Private banking groups, mass affluent firms, retail brokers, and independent RIA
are utilizing Salesforce to manage their client relationship and expand the business. |
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Media: |
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Media and Communications: |
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Salesforce Media pre-configured application addresses the day-to-day challenges
facing sales organization in print and publishing, digital and interactive, entertainment,
advertising, wireless, wire line, cable and satellite. |
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High Tech: |
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Semiconductors: |
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In an industry characterized by ever-shortening product life cycles and increasingly
global marketplaces, Salesforce provides the speed and agility that companies need
to stay competitive. |
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