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Quick-Starts

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A quick start is ideal for small-medium sized businesses with a limited budget, looking to get set up quickly with Salesforce CRM. It's a great stepping stone for those who want fast implementation and proven results.

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Pipeline Management Essentials

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- Account and contact management
- Lead and pipeline management
- Sales reporting
- Innovative mobile-first sales solutions

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Marketing Automation Essentials

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- Marketing emails
- Visitor Tracking
- Lead Scoring and Grading
- Lead Assignment

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Pipeline Management Plus

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- All B2B Essentials features
- Products & price book
- Workflow automation
- Forecasting
- Campaign management

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Marketing Automation Plus

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- All B2B Essentials features
- Lead nurturing
- Forms and landing pages
- Progressive profiling

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Bolt ons

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This pack can be enriched at your pace with specific bolt-ons: Starting with Sales cloud quick-start and Pardot quick-start (marketing automation) you can scale up your services with the following bolt ons.

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  • Teritory management
  • Collaborative forecasting
  • Configure, price, quote (CPQ)

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  • Partner communities (community cloud)
  • Service cloud quick-start
  • Self service communities (community cloud)

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B2C Quick-Start Packs

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Marketing Automation Essentials

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- Personalised Marketing emails
- Automated email sends

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Customer Service Essentials

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- Account and contact management
- Case management
- Reporting

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Marketing Automation Plus

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- Marketing Automation B2C Essentials
- Integration with your eCommerce platform (if on Magento or Shopify)
- Transaction emails
- Personalised customer journeys
- Mobile push and SMS

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Customer Service Plus

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- Customer Service B2C Essentials
- Integration with your eCommerce Platform (if on Magento or Shopify)
- 360 customer view
- Service console
- Workflows and automations
- Phone integration or Live Chat

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Bolt ons

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This pack can be enriched at your pace with specific bolt-ons: Starting with Sales cloud quick-start and Pardot quick-start (marketing automation) you can scale up your services with the following bolt ons.

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  • Teritory management
  • Collaborative forecasting
  • Configure, price, quote (CPQ)

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  • Partner communities (community cloud)
  • Service cloud quick-start
  • Self service communities (community cloud)

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