This document outlines a QuickStart package for implementing Salesforce.com for a small business. The package includes 200 hours of professional services for configuration, training, and setup. Key deliverables are a discovery session to understand business needs, configuration of core Salesforce functionality like leads and accounts, creation of reports and dashboards, end user training materials and sessions, and integration with Outlook and websites. Implementation is targeted at the Professional Edition over 6 weeks. Additional services around data migration are not included in the fixed fee. The document requires sign off from both the client and implementation partner.

1. 1 NadcomQuickStart Package V1.0
Nadcom Solution
QuickStart Package
13/12/2016
Waseem Babar
Version 1.0

2. 2 NadcomQuickStart Package V1.0
Document Information
Category Information
Document
Identifier EBS Marketing
Status Version0.1
Author(s) RizwanMalik
Reviewer(s) Sab Parvez
Approver(s) Sab Parvez
CreationDate 20/08/2013
Control Status Controlled
Disclaimer Thisdocumentisthe propertyof Nadcom CommunicationsLtd. Thisdocument
containsconfidential information. Donotdistribute thisdocumentwithoutprior
approval fromNadcomCommunications.
Document Revision History
Date Author Version Ref Revisiondescription
20/08/2013 1.0 1 Initial version
Document Approval
Date Name Title Signature
20/08/13 Sab Parvez Principle Consultant

3. 3 NadcomQuickStart Package V1.0
TABLE OF CONTENTS
1. QUICK START PACKAGE SUMMARY.................................................................. 4
1.1. KEY BENEFITS:.............................................................................................................................4
2. WHAT’S INCLUDED:................................................................................... 5
2.1 DISCOVERY SESSION: ................................................................................................................5
3.1. WHAT’S NOT INCLUDED?............................................................................................................8
3. SIGN OFF........................................................................................................ 9

4. 4 NadcomQuickStart Package V1.0
1. QUICK START PACKAGE SUMMARY
A QuickStartImplementationPackage isafixedfee engagementof 200 hours thatis well suitedfora
small businesslookingfora rapiddeploymentwithagroupof usersworkinginthe Professional Editionof
Salesforce.com.
1.1. KEY BENEFITS:
The projectwill addressthe followingareas:
» Up and runningina fewshort weeks
» Guidance andexpertise onhowtobestleverage Salesforce CRMto supportyourbusiness
processes,andavoidcostlymistakes
» End-usercentrictraining,withhands-onexamplesthatdrive adoption
» Implementationof bestpracticesaroundusabilityanddataquality
» Reportingandanalyticsthatprovide visibilitytoyourkeybusinessmetrics
» Fixedprice engagementwithaclearlydefinedscope andsetof deliverables
» DesignedforProfessionalorEnterprise Editiondeployments

5. 5 NadcomQuickStart Package V1.0
2. WHAT’S INCLUDED:
2.1DISCOVERYSESSION:
Usinga structuredagenda,ourconsultantswill facilitatearequirementsgatheringsessiontoquicklylearn
howyour businessmarketsandsells.We’lluncoverwhatinformationyou’dliketotrack inSalesforce as
well ashowyour teaminteractswithcustomersandprospective clients.Lastlywe’ll capture
requirementsaroundhowyouwantto measure yourbusinesssothatSalesforce isable totrackyour
successthoughreportsand dashboards.
2.2SALESFORCE.COMCONFIGURATION:
Once we’ve learnedyourvision,ourconsultantswill thenconfigure Salesforce tosupportyourselling
methodologywhilemakingitquickandeasyforyour usersto enterandupdate records.We’ll sweatthe
detailstomake sure that Salesforce isoptimizedtoprovideyourusersthe bestexperience possible.If we
can reduce frustrationandmake theirjobeasier – you’ll have adoptionandagreatreturn onyour CRM
investment.That’sourgoal.
A QuickStartimplementationincludesconfigurationof the followingCRMcomponents:
» Home Tab
» Leads
» Accounts& Contacts
» Opportunities
» Activities(Tasks,EventsandEmail)
» Analytics(10custom reportsand2 dashboards)
2.3SALESFORCEFORCE.COMSITE
Force.comsitescanbe assignedcustomdomainnames,lettingyourunyourownwebsitesonthe
platform. Force.comSitesare builtwithVisualforce,andtheycanleverage the data,contentandlogic
that reside inyourownenvironment.
2.4CONFIGURATIONREVIEW MEETING:
At thismilestonemeetingwe will presentthe configurationforyourreview andfeedback.Atthisstage
we’ll have Salesforce.com90%configured,butfinal changescanstill be incorporatedasneeded.We’ll
demonstrate howyourteamwill workinthe SalesCloud –managinginformationandtracking
interactionswithyourcustomers.

6. 6 NadcomQuickStart Package V1.0
2.5CREATIONOF REPORTS AND DASHBOARDS:
As a businessmanager,visibilitytoyourcompany’sdataiscritical.You needtoknow the healthof your
salespipeline,progresstowardsquotasandindividualrepcontributionsinreal time –notwhenit’stoo
late.Once the configurationhas beencompleted,we’ll configure twodashboardscomprisedof 10
customreports.
2.6CREATION OF TRAINING MATERIALS:
NadComwill tailoratrainingpresentationinMSPowerPointthatreflectsyourbusinessprocessesusing
screenshotsfromyourconfiguredSalesforce.cominstance. Presentationswillbe ~40 slidesinlengthand
will be archivedinsideyourSalesforce orgforyouto keepasa reference andtouse to trainnew
employees.
2.7DELIVERYOF END USER TRAINING:
It’stime to go-live!Youprovide the room(withinternetaccessandcomputersforparticipants) andwe’ll
provide the evangelismandexpertise toguide yourteamtosuccess.We’ll coverkeyconcepts,how
Salesforce managesdata,andbestpracticesonquicklyfinding,creatingandupdatingrecords.We’llshow
your endusers“WIFM” (what’sinitfor me) – how Salesforce canmake themmore productive and
successful.Participantswill have hands-onexercisestoreinforce businessprocessesanddrive adoption.
2.8InvoiceManagement
Generate invoice orderinstantly inpdf andsendthemperemail. Thispackage providesyouwith
powerful templatesusingvisualforce technology.
2.9Outlook Integration with Salesforce
If you run yourlife inOutlook,yourcontacts,calendars,emailsandtasksalsolive inOutlook.With
Salesforce forOutlook,automaticsynchronizationeliminatesthe dataentrychore.Andevenbetter,it's
administered100%in the cloud,so youradministratorcansupportyoufrom across the room or around
the world.
2.10 Web –to-lead and AssignmentRules
Will channel leadsfromyourwebsitedirectlyintoSFallowingyoutoredirectthe leadstothe necessary
department.

7. 7 NadcomQuickStart Package V1.0
2.11 PROJECT COST
Total Price:
Total Duration: 06 weeks

8. 8 NadcomQuickStart Package V1.0
3.1. WHAT’S NOTINCLUDED?
The followingcomponentsare notincludedinaQuick Start implementation,butmaybe addedfor
additional cost:
» Importing Customer’s Data

9. 9 NadcomQuickStart Package V1.0
3. SIGN OFF
On behalf of EBSMarketing,I agree that the informationpresentedinthisRequirements
Specificationfullyandaccuratelyrepresentsthe designdirectionforthe Salesforce.com
Implementationproject. I understandthatanychangesto thisdesigndirectionwill be
classifiedasachange in scope. Implementationof these changeswill likelyrequire adjustments
to the budgetand timeline of the project.
Signoff of thisdocumentisrequestedby XX/XX/XXX.
_________________________
On behalf of Nadcom,Iagree that the informationpresentedin thisRequirementsSpecification
fullyandaccuratelyrepresentsthe designdirectionforthe Salesforce.comImplementation
project. I understandthatany changesto thisdesigndirectionwillbe classifiedasa change in
scope. Implementationof thesechangeswilllikelyrequire adjustmentstothe budgetand
timelineof the project.
Signoff of this documentisrequestedbyXX/XX/XX.
_________________________ _________________________
AccountManager ProjectManager