Our Salesforce Experience Cloud Quick Start.

Customers and members want easy-to-use digital experiences, your partners and distributors expect full visibility of the pipeline, and employees want to feel well-informed. Managing all of this via email and phone simply isn’t scalable.

Salesforce Experience Cloud gives every stakeholder their own connected, branded digital space: customer self-service, partner deal tracking and employee insights. All built natively within Salesforce.

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Costs and Deliverables

ItemSummary
Business UnderstandingSo we can understand your business and objectives
Requirements GatheringSo we can understand your business processes and requirements
Requirements Write-UpWe write up objectives, personas, solution design & user stories
Salesforce Org Technical ConfigurationTypical scope includes:
  • 1 branded Experience Cloud site with up to 5 portal pages using a standard Salesforce Experience Cloud template
  • Standard Experience Cloud authentication and user onboardin.
  • Configure the portal security model, including profiles, permission sets, object access, field-level security and sharing
  • Up to 2 Salesforce-native automations, such as record assignment logic, notification flows or approval / review notifications
  • Up to 5 reports and 1 dashboard
.CSV Data MigrationTransfer of up to 10,000 records to be uploaded into the system per object. This includes Accounts, Contacts, Opportunities, Products
User Acceptance TestingClient must carry out User Acceptance Testing with at least 2 individuals
DeploymentWe deploy the system from sandbox to production
Train the Trainer SessionWe train your nominated lead on the system setup
HypercareWe stay to fix any issues and answer queries following deployment
Project Review SessionA chance for you to provide feedback and discuss further requirements
Project ManagementSimpala team member manages the project to meet timeline & budget

Deliverables

Pricing

£5,700 + VAT
Additional consultant days can be purchased on a per requirement basis.

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