Get a Quote Step 1Step 20% Complete1 of 2 What Salesforce product are you looking to implement? Sales Cloud Sales Cloud & Pardot Which of the following statements is most true? I want better contact management via leads, accounts, contacts and opportunities I need increased mobility to run my business, no matter where I am I want better analytics and reporting on my data I need to customise my workflows and processes to suit my business I need to simplify my tech-stack by having a single source of truth Do you have a database? * Yes No A list of customers, suppliers, partners or stakeholders Where is your data stored? E.g. Excel, inbox, Mailchimp, CRM If you have a Sales Process, please add it below: E.g. web enquiry > contacted > qualified > presentation > quoted > made sale Do you have a list of Contacts? Yes No Contacts are people that can be part of an Account What details do you collect from Contacts? E.g. Phone, email, name, address, purchase history, role, lifetime value etc Do you have a list of Accounts? Yes No Accounts are businesses or structures that many contacts may be part of What details do you collect on Accounts? E.g. Annual revenue, employee count, industry, number of sales etc Do any of your exisiting systems need to connect with Salesforce? Yes No E.g. xero, project management, emails, call logging, cases, website etc. Please list those systems List all systems that need to integrate with Salesforce Do you have any Custom/Bespoke processes specific to your business? Yes, but I don't need them in Saelsforce No Yes & I need them built into Salesforce Please describe those custom/bespoke processes: Next If you are human, leave this field blank.
