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Salesforce Implementation

Salesforce is a powerful tool if it is implemented correctly. Vetrus Solutions will work with your team to create a custom solution that will drive user adoption and sales performance.

Vetrus Solutions will work closely with your team to understand your business, and then will design and implement a Salesforce instance that takes full advantage of its dynamic features. We will build a custom solution, tailored to fit your business's unique needs. The carefully considered design and roll-out of your Salesforce instance will drive user adoption and sales performance.

Implementation components include:
  • Migrating data from outside sources into Salesforce
  • Integrating with outside systems
  • Adding initial Salesforce users. permissions, and privacy settings
  • Configuring all necessary standard Salesforce objects such as opportunities, accounts, leads, activities, orders, quotes, and contacts
  • Configuring any necessary custom objects
  • Adding custom fields to capture data that is important to you
  • Adding automation to save your team time on repetitive tasks
  • Creating analytical tools including reports and dashboards that allow you to stay on top of your sales goals
  • Configuring web to lead functionality
  • Setting up email integration between Saleforce and Gmail and/or Outlook
  • Helping users install and use the Salesforce1 mobile app
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