TeamX  Boost Salesforce Sales Cloud implementation
Deposit from $500.00
Total due $2,500.00

Boost your TeamX available budget by adding extra! This budget can be used to access any TeamX resource at your agreed Ratecard.

Price excludes tax


    Inclusions

    • Onboarding (Roadmap + Backlog)
    • Support Hours (8-8, M-F)
    • SLA: 1hr first response time
    • Dedicated support email
    • TeamX Assist
    • Troubleshooting & break-fix
    • Salesforce Admin services
    • Guidance through Salesforce errors
    • Salesforce Case support
    • Digital Marketing Services
    • Custom Development
    • Access to Marketing and Tech Ops services
    • Ad hoc Training
    • Weekly reporting of tasks and budget
    • Weekly & Monthly PM Meetings
    • Quarterly Account Review


    Skills

    We have Skilled Consultants across:

    • Salesforce Platform
    • Heroku
    • Integration (Dataloader.io, Zapier, Jitterbit, Mulesoft)
    • Sales Cloud
    • Service Cloud
    • Community Cloud
    • Marketing Cloud
      • Social Studio
      • Email Studio
      • Advertising Studio
      • Mobile Studio
      • Datorama
      • Journey Builder


    Exclusions

    • Requests greater than 5 days effort may be scoped as custom projects
    • Consumable budget expires every 3 months
    • Weekends and Australian National Public Holidays not supported
    • Requests for on-site or ANZ based resources may be subject to a 2 week lead time


    How to get help?

    Simply send an email with your issue or request to support@afdigital.com.


    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 TeamX for any reason, 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 (1 week)

    Before we can proceed, you must complete the Prep Checklist provided.


    4. Discovery

    The Project Manager will arrange a Discovery 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.

    You will then be asked to complete:

    • Prep Checklist
    • Login and provide AFDigital with Admin Access to Salesforce


    5. Onboard (1-4 weeks)

    Leave it with us, our team of specialists will start preparing your backlog and plan according to our discovery. While you are waiting we recommend you explore:

    Note: Not relevant if client is has already had a PowerOn implementation.


    6. Brief the Team

    For each of the items identified in the Backlog, you will need to brief our team in detail with the clear expectation of what is required.

    The typical briefing process is:

    1. Backlog Item is prioritised
    2. Client writes brief
    3. Meeting with AFD to discuss
    4. Solution Design
    5. Playback Meeting
    6. Build & Test solution
    7. Deployment
    8. Retrospective


    7. TeamX Regular Activities

    Throughout your relationship with us, you can expect the following:

    • Ad hoc support via support@afdigital.com
    • Weekly Report (Timesheets and Task Status)
    • Monthly Status Reporting
    • Quarterly Account Reviews + Roadmap + Backlog


    8. Renewal

    Once we’ve finished the period 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


    Minimum Criteria

    • Client Project Manager / PoC
    • Must have already completed a Health Check OR Project with AFDigital
    • Sold in 3 month blocks as a minimum
    • Minimum Engagement Term = 3 months
    • Requests greater than 5 days effort may be scoped as custom project


    Minimum Criteria

    • Must be an existing AFDigital client, this is not eligible for new business.


    Inclusions

    • Onboarding (Roadmap + Backlog)
    • Support Hours (8-8, M-F)
    • SLA: 1hr first response time
    • Dedicated support email
    • TeamX Assist
    • Troubleshooting & break-fix
    • Salesforce Admin services
    • Guidance through Salesforce errors
    • Salesforce Case support
    • Digital Marketing Services
    • Custom Development
    • Access to Marketing and Tech Ops services
    • Ad hoc Training
    • Weekly reporting of tasks and budget
    • Weekly & Monthly PM Meetings
    • Quarterly Account Review


    Skills

    We have Skilled Consultants across:

    • Salesforce Platform
    • Heroku
    • Integration (Dataloader.io, Zapier, Jitterbit, Mulesoft)
    • Sales Cloud
    • Service Cloud
    • Community Cloud
    • Marketing Cloud
      • Social Studio
      • Email Studio
      • Advertising Studio
      • Mobile Studio
      • Datorama
      • Journey Builder


    Exclusions

    • Requests greater than 5 days effort may be scoped as custom projects
    • Consumable budget expires every 3 months
    • Weekends and Australian National Public Holidays not supported
    • Requests for on-site or ANZ based resources may be subject to a 2 week lead time


    How to get help?

    Simply send an email with your issue or request to support@afdigital.com.

    Related Products

    TeamX
    POA
    AFDigital will provide ongoing responsive Support, Admin, Marketing and Tech Ops services to help you confidently operate and enhance your Salesforce investment.

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