Salesforce CRM PowerON
Basic implementation of Lightning CRM to enable the customer process with Contacts, Accounts, Leads, Opportunities and Cases across Web, Email and Voice.
Milestones
Here are the key activities and steps in your project:
- Kick-off Meeting (30 mins)
- Prep Checklist Review Meeting (1 hr)
- Blueprint Document
- Solution Handover (4 hrs)
- Post Go Live Support (1 week)
- Warranty (1 month)
Scope
- Discovery
- Blueprint
- Sales and Service Console
- 5 x Users (Standard Roles/Permissions)
- 5 x Page Layouts
- 5 x Custom Fields per Page Layout
- 1 x Case Assignment Rule (3x criteria/rule)
- 1 x Case Queues
- 1 x Case Path
- 1 x Email2Case
- 1 x Web2Case (4 x fields)
- 1 x Opportunity Path
- 1 x Lead Path
- 1 x Lead Assignment Rule (3x criteria/rule)
- 1 x Web2Lead (8 fields)
- 1 x Lead Queue
- 1 x Email Automation
- 3 x Duplicate Matching Rules
- 1 x File Import (<10,000 records)
- 6x Reports and 1x Dashboard
- Training (4 hrs)
- Post Go-Live Support (1 week)
What’s not included?
- No additional Record Types setup for Standard Objects
- No Custom Object creation
- No Custom Process / Workflow / Automations
- Commissions setup
- Macros setup
- Payments and Invoicing Setup
- Product and Pricebook Setup
- Territory Setup
- Customisation to default APEX Classes
- Data loaded as provided in flat file, no cleansing, transformation or translation
- Data migration after the initial load
- VisualForce Development
- Salesforce1 mobile configuration
- Multi-Currency setup
- Forecasting setup
- Quote, Contract and Invoice Generation
- Salesforce CPQ setup
- Salesforce Community Cloud setup
- Assets or Contracts
- Knowledge setup
- Omnichannel setup
- Milestones or Entitlements
- Social Customer Service
- Dialer / Telephony / CTI integration
- Person Accounts setup
- Discovery Workshop up to 2 hours
General Exclusions
These exclusions apply to all PowerON packages available on this website:
- Weekends and Australian National Public Holidays not supported
- Requests for on-site visitations or ANZ based resources may be subject to a 2 week lead time
- General Salesforce product training
- Any impacts, project delays or slippages caused as a result Salesforce Defects, Support or Provisioning is not the responsibility of AFDigital
- Software License fees (including Salesforce or 3rd party licenses)
- Support / implementation costs for 3rd party software not listed in scope
- Business analysis and Customer activities required run the project
- Project Management and coordination of internal client stakeholders and 3rd parties
- Business process documentation or training documentation outside of those explicitly listed in Inclusions
- Deployment to be done during business hours only, additional fees may be incurred if required
- Change management and internal communications
- Integration with internal or external systems outside those listed in scope
- Salesforce application support / case management
- Data cleansing, deduplication, enrichment or reformatting
- All scope items with specific number of items to be delivered e.g. “3 x Email Templates” are considered limitations rather than exact scope. Depending on the agreed design, we may build UP TO the quantity listed. The intent for this limitation is to prevent scope creep and ensure a successful project. There are no refund or partial refund for scope purchased that is not relevant or required.
- Final scope to be delivered is defined during Playback meeting, before Build starts. Any unused scope items are not eligible to be deferred, discounted or refunded after this point.
Post Go-Live Support (1 week)
Provide post-go live support via support@afdigital.com if there are any issues requiring our help (within scope of the work we have done).
Warranty (1 month)
We will ensure if there is a problem with our implementation we will provide Level 1 Support to ensure you’re not left in the dark. Requests can be made via support@afdigital.com if there are any issues requiring our help (within scope of the work we have done).
1. Introductory meeting
It’s important that we say hello before we start this new partnership.
In this first meeting we will confirm your order and ensure eligibility criteria are met. If for any reason we cannot continue with the project or any portion, you will receive a full refund within 7 business days.
You will be assigned a Project Manager who will be responsible for your project success.
2. Kick-Off Meeting
The Project Manager will arrange a brief meeting to review the project, scope, and discuss next steps.
3. Complete the Prep Checklist
Before we can proceed, you must complete the Prep Checklist provided.
4. Playback Meeting
The Project Manager will arrange a Playback meeting to go through the Prep Checklist with you and ensure everything is in place, they will also review the project, scope, and discuss next steps.
5. Build (1-4 weeks)
Leave it with us, our team of specialists will build and configure according to your Order. While you are waiting we recommend you explore:
6. Solution Handover
We will have a Handover Meeting with you to show how it’s been configured and get your feedback.
7. Recorded Training
We will arrange a recorded training where the use of the solution is demonstrated.
8. Post Go-Live Support (1 week)
Provide post-go live support via support@afdigital.com if there are any issues requiring our help (within scope of the work we have done).
9. Project Closure
Once we’ve finished the project we will:
- Send you a NPS survey
- Hold a Project Retrospective with you to get your feedback
- Ask you to sign a Project Closure Acceptance Certificate
- Complete a Customer Satisfaction Survey from Salesforce
10. Warranty (1 month)
We will ensure if there is a problem with our implementation we will provide Level 1 Support to ensure you’re not left in the dark. Requests can be made via support@afdigital.com if there are any issues requiring our help (within scope of the work we have done).
General Rules
- PowerON must be used for a brand new license
- Customer to complete prep checklist before we can start
- Customer to provide admin license access 5 working days prior to project kickoff
Milestones
Here are the key activities and steps in your project:
- Kick-off Meeting (30 mins)
- Prep Checklist Review Meeting (1 hr)
- Blueprint Document
- Solution Handover (4 hrs)
- Post Go Live Support (1 week)
- Warranty (1 month)
Scope
- Discovery
- Blueprint
- Sales and Service Console
- 5 x Users (Standard Roles/Permissions)
- 5 x Page Layouts
- 5 x Custom Fields per Page Layout
- 1 x Case Assignment Rule (3x criteria/rule)
- 1 x Case Queues
- 1 x Case Path
- 1 x Email2Case
- 1 x Web2Case (4 x fields)
- 1 x Opportunity Path
- 1 x Lead Path
- 1 x Lead Assignment Rule (3x criteria/rule)
- 1 x Web2Lead (8 fields)
- 1 x Lead Queue
- 1 x Email Automation
- 3 x Duplicate Matching Rules
- 1 x File Import (<10,000 records)
- 6x Reports and 1x Dashboard
- Training (4 hrs)
- Post Go-Live Support (1 week)
What’s not included?
- No additional Record Types setup for Standard Objects
- No Custom Object creation
- No Custom Process / Workflow / Automations
- Commissions setup
- Macros setup
- Payments and Invoicing Setup
- Product and Pricebook Setup
- Territory Setup
- Customisation to default APEX Classes
- Data loaded as provided in flat file, no cleansing, transformation or translation
- Data migration after the initial load
- VisualForce Development
- Salesforce1 mobile configuration
- Multi-Currency setup
- Forecasting setup
- Quote, Contract and Invoice Generation
- Salesforce CPQ setup
- Salesforce Community Cloud setup
- Assets or Contracts
- Knowledge setup
- Omnichannel setup
- Milestones or Entitlements
- Social Customer Service
- Dialer / Telephony / CTI integration
- Person Accounts setup
- Discovery Workshop up to 2 hours
General Exclusions
These exclusions apply to all PowerON packages available on this website:
- Weekends and Australian National Public Holidays not supported
- Requests for on-site visitations or ANZ based resources may be subject to a 2 week lead time
- General Salesforce product training
- Any impacts, project delays or slippages caused as a result Salesforce Defects, Support or Provisioning is not the responsibility of AFDigital
- Software License fees (including Salesforce or 3rd party licenses)
- Support / implementation costs for 3rd party software not listed in scope
- Business analysis and Customer activities required run the project
- Project Management and coordination of internal client stakeholders and 3rd parties
- Business process documentation or training documentation outside of those explicitly listed in Inclusions
- Deployment to be done during business hours only, additional fees may be incurred if required
- Change management and internal communications
- Integration with internal or external systems outside those listed in scope
- Salesforce application support / case management
- Data cleansing, deduplication, enrichment or reformatting
- All scope items with specific number of items to be delivered e.g. “3 x Email Templates” are considered limitations rather than exact scope. Depending on the agreed design, we may build UP TO the quantity listed. The intent for this limitation is to prevent scope creep and ensure a successful project. There are no refund or partial refund for scope purchased that is not relevant or required.
- Final scope to be delivered is defined during Playback meeting, before Build starts. Any unused scope items are not eligible to be deferred, discounted or refunded after this point.
Post Go-Live Support (1 week)
Provide post-go live support via support@afdigital.com if there are any issues requiring our help (within scope of the work we have done).
Warranty (1 month)
We will ensure if there is a problem with our implementation we will provide Level 1 Support to ensure you’re not left in the dark. Requests can be made via support@afdigital.com if there are any issues requiring our help (within scope of the work we have done).
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