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Sales Cloud Packages

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Features

Sales cloud Packages

User Setup

Custom Profiles

Role Hierarchy

Permission Sets and Sharing Rules

Custom Objects

Automation (no code)

Custom development

Web to Lead

Lead Distribution

Lead Queues

Lead Classification

Sales Chat

Lead Auto-response

Campaign Management

Lead Conversion Setup

Lead Reporting

Account/Contact Management

Opportunity Management

Product/Pricebook Setup

Recurring Revenue Setup (ARR/MRR)

Contract Management

Quotes

Auto-Renewals

Forecasting

Quota Setup

Opportunity Reporting

Team Selling

Train the trainer

User Manuals

Adoption Monitorization

COST

Time frame

Silver

Basic Setup

X

X

X

X

X

X

X

X

X

X

X

X

$4,500

1-3 week

Gold

Advanced Setup

X

X

up to 5

2 processes

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

$8,000

3-5 weeks

Platinum

Full Configuration

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

Get a quote

Silver

Basic Setup

User Setup
X

Custom Profiles

Role Hierarchy

Permission Sets and Sharing Rules

Custom Objects

Automation (no code)

Custom development

Web to Lead
X

Lead Distribution
X

Lead Queues
X

Lead Classification
X

Sales Chat

Lead Auto-response

Campaign Management

Lead Conversion Setup
X

Lead Reporting
X

Account/Contact Management
X

Opportunity Management
X

Product/Pricebook Setup

Recurring Revenue Setup (ARR/MRR)

Contract Management

Quotes

Auto-Renewals

Forecasting

Quota Setup

Opportunity Reporting
X

Team Selling
X

Train the trainer
X

User Manuals

Adoption Monitorization

COST
$4,500

Time frame
1-3 week

Gold

Advanced Setup

User Setup
X

Custom Profiles
X

Role Hierarchy

Permission Sets and Sharing Rules

Custom Objects
up to 5

Automation (no code)
2 processes

Custom development

Web to Lead
X

Lead Distribution
X

Lead Queues
X

Lead Classification
X

Sales Chat

Lead Auto-response
X

Campaign Management
X

Lead Conversion Setup
X

Lead Reporting
X

Account/Contact Management
X

Opportunity Management
X

Product/Pricebook Setup
X

Recurring Revenue Setup (ARR/MRR)
X

Contract Management

Quotes
X

Auto-Renewals

Forecasting
X

Quota Setup

Opportunity Reporting
X

Team Selling
X

Train the trainer
X

User Manuals

Adoption Monitorization

COST
$8,000

Time frame
3-5 week

Platinum

Full Configuration

User Setup
X

Custom Profiles
X

Role Hierarchy
X

Permission Sets and Sharing Rules
X

Custom Objects
X

Automation (no code)
X

Custom development
X

Web to Lead
X

Lead Distribution
X

Lead Queues
X

Lead Classification
X

Sales Chat
X

Lead Auto-response
X

Campaign Management
X

Lead Conversion Setup
X

Lead Reporting
X

Account/Contact Management
X

Opportunity Management
X

Product/Pricebook Setup
X

Recurring Revenue Setup (ARR/MRR)
X

Contract Management
X

Quotes
X

Auto-Renewals
X

Forecasting
X

Quota Setup
X

Opportunity Reporting
X

Team Selling
X

Train the trainer
X

User Manuals
X

Adoption Monitorization
X

COST
Get a quote

Time frame

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