Salesforce B2B Order Management

Question 1

1. The First Call

Answer

We get to know all the stakeholders, requirements, and deadlines and schedule meetings to prepare the Statement of Work (SOW) — the duration is approximately 60 minutes.

Question 2

2. The Discovery Call

Answer

We will clarify your goals and show you the list of possible solutions—the duration is approximately two meetings, 120 minutes each.

Question 3

3. Your Salesforce Platform Development and Configuration Review

Answer

Together, we will review the functionality of your brand-new system, guide you through the user interface, and make any necessary adjustments. We will conduct these sessions weekly to ensure a smooth and optimized experience.

Question 4

4. Preparation for Data Migration and the Migration Itself

Answer

We offer ready-to-use templates, guidelines and assist in building data mapping. Your task is to follow the provided directions. The duration may vary depending on the volume of data.

Question 5

5. The Training

Answer

We train all stakeholders to use the system correctly — the duration is approximately 120-180 minutes.

Question 6

6. User Acceptance Testing

Answer

We collaborate closely with your team to double-check and thoroughly test the system, ensuring it aligns with your requirements and operates smoothly. We guarantee that the system runs appropriately and meets your expectations.

Question 7

7. Post Go-Live Support

Answer

We are committed to promptly resolving any issues that arise during the initial weeks after the release. Our dedicated support team is here to assist you, ensuring a smooth transition and helping you gain confidence in the software's reliability.

Question 8

What are the Most Popular Quick Start Packages?

Answer

We frequently configure Sales Cloud and Service Cloud within Salesforce Customer 360 Platform setup, as they are vital for various businesses. Salesforce Lightning helps you customize and enhance these components, delivering a flexible and more productive user interface.

Question 9

Why Should We Choose Redtag for Quick Start Implementation?

Answer

Redtag has a lot of experience helping companies start with Salesforce quickly. We leverage pre-built templates to simplify the process and make it affordable and straightforward. You work with the same team members throughout the project and may be confident we assign the right talents to tackle your problems.

Question 10

What’s In The Package?

Answer

The Quick Start service assists you with a smooth Salesforce (varies with your Salesforce Cloud Technology) adoption and implementation, preserving all your existing data migrated over. You can rely on a dedicated consultant and a QA team to ensure your success. We conduct regular meetings to discuss progress, user testing and acceptance, and training to ensure all stakeholders use Salesforce effectively. Let’s go through our Salesforce Quick Start guide to make it clear.

Question 11

Quick Start Advantages

Answer

Salesforce Quick Start service assists you in adopting and implementing Salesforce smoothly (varies based on your Salesforce Cloud Technology). It ensures the preservation of all your existing data during migration. We conduct regular meetings to discuss progress, user testing, acceptance, and training, guaranteeing effective utilization of Salesforce by stakeholders.

Question 12

What’s Not Included?

Answer

The Quick Start implementations are primarily designed to provide a time-limited and service-limited out-of-the-box solution that caters to the specific requirements of each business and serves as a sufficient starting point for Salesforce. However, it's important to note that certain items may be excluded from the defined scope of work.

Custom integrations;
Payment processing;
Marketing automation;
Middleware configuration;
Tailored mobile solutions;
Third-party storage services integration.

Question 13

Pricing

Answer

Your final price varies with the selected Salesforce Quick Start Packages and your requirements.

Health Check

Solution Design & Implementation

Managed Services

Staffing

Boston

New York

Chicago

Webinars

Podcasts

Salesforce B2B Order Management

Start Package

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Quick Start Stages

1. The First Call

2. The Discovery Call

3. Your Salesforce Platform Development and Configuration Review

4. Preparation for Data Migration and the Migration Itself

5. The Training

6. User Acceptance Testing

7. Post Go-Live Support

FAQs

What are the Most Popular Quick Start Packages?

Why Should We Choose Redtag for Quick Start Implementation?

What’s In The Package?

Quick Start Advantages

What’s Not Included?

Pricing

Let's talk about your project

🇺🇸 Chicago, IL

🇺🇦 Lviv, UA

Health Check

Solution Design & Implementation

Managed Services

Staffing

Boston

New York

Chicago

Webinars

Podcasts

Salesforce B2B Order Management

Benefits:

Industries:

Discovery and Design

Development and Configuration

Adoption

Data Import

Post-Go-Live

Salesforce B2B Order Management Packages

Export Fulfillment Orders (creates .csv file as a result)

Advance Shipping Notices

Bringg (package for shipments)

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