WorkSmart packages

Introducing Salesforce.com WorkSmart Packages

Simple. Fast. Personalized.

Just the way you want to work

We know just what you need to kick your Salesforce.com platform in gear...and what you don’t need. After years working with Salesforce.com’s many amazing tools, we have learned which tasks are necessary to design an optimal Sales, Marketing, or Support environment - and which ones are just fluff. These packages have been developed to allow you to personalize your Salesforce.com environment with ease and without a heavy price point. We offer an easy and high-value engagement model with experts who are skilled technologists and have a keen business acumen. Whether you have an urgent need for help, or a long term need for ongoing support, we have a package for you. No need to wait in line.


Implementation Packages 

Perform a fast and streamlined implementation of sales cloud, service cloud or marketing cloud that allows you and your team to hit the ground running.  With two levels to choose from, you will receive the best value to meet your needs.

Perform a fast and streamlined implementation of sales cloud, service cloud or marketing cloud that allows you and your team to hit the ground running.  With two levels to choose from, you will receive the best value to meet your needs.

Quick Start Simple/Simple+

Integrate Sales Cloud, Service Cloud or Marketing Cloud with another cloud or on premise system and align your data transactions and insights in real-time. (1-to-1 system integration)

Integrate Sales Cloud, Service Cloud or Marketing Cloud with another cloud or on premise system and align your data transactions and insights in real-time. (1-to-1 system integration)

Quick Start Integration

Let us help your users get prepared with our 1-2 hour virtual training and step-by-step Salesforce.com user guide. Prefer a “Train-the trainer” method or an Admin-only training? We can help you there too.

Let us help your users get prepared with our 1-2 hour virtual training and step-by-step Salesforce.com user guide. Prefer a “Train-the trainer” method or an Admin-only training? We can help you there too.

Quick Start Virtual Training

Perform an advanced and seamless implementation of sales cloud, service cloud or marketing cloud that allows you and your users to quickly stand up complex use cases in Salesforce.com with ease. With two levels to choose from, we can accommodate your level of complexity or need for data migration.

Perform an advanced and seamless implementation of sales cloud, service cloud or marketing cloud that allows you and your users to quickly stand up complex use cases in Salesforce.com with ease. With two levels to choose from, we can accommodate your level of complexity or need for data migration.

Advanced Pro/Pro+

Advanced data integration between Sales Cloud, Service Cloud or Marketing Cloud and other cloud or on-premise systems will help you align your data transactions and insights in real-time. (1-to-many system integrations)

Advanced data integration between Sales Cloud, Service Cloud or Marketing Cloud and other cloud or on-premise systems will help you align your data transactions and insights in real-time. (1-to-many system integrations)

Advanced Pro Integration

Train your users or Train-the Trainer with our 3-4 hour virtual training and step-by-step Salesforce.com user guide. Our training provides your employees with the knowledge, vocabulary and tools to become competent Salesforce.com users, and begin to explore more complex use cases on their own.

Train your users or Train-the Trainer with our 3-4 hour virtual training and step-by-step Salesforce.com user guide. Our training provides your employees with the knowledge, vocabulary and tools to become competent Salesforce.com users, and begin to explore more complex use cases on their own.

Advanced Pro Training


Enhanced Insights & Organization

Dig deeper into your insights with Report bundles. You will have immediate access to critical business metrics and be on top of your most critical business behaviors.

Dig deeper into your insights with Report bundles. You will have immediate access to critical business metrics and be on top of your most critical business behaviors.

Report Bundle

Dashboards provide integrated views of your real-time business activities so you can make real-time business decisions. Dashboards take your most important data and organizes it for you anywhere, anytime.

Dashboards provide integrated views of your real-time business activities so you can make real-time business decisions. Dashboards take your most important data and organizes it for you anywhere, anytime.

Dashboard Bundle

Set up your account sharing system that grants access to accounts based on the characteristics of the accounts. It enables your company to structure your Salesforce.com data and users the same way you structure your sales territories.

Set up your account sharing system that grants access to accounts based on the characteristics of the accounts. It enables your company to structure your Salesforce.com data and users the same way you structure your sales territories.

Territory Management

Every interaction that you have with a customer can make or break their perception of your brand. Start their experience off right with automated responses, reduced wait times, predictive queue allocation, and first response excellence. Measure, monitor and manage your way to amazing brand perception and positive buyer decisions.

Every interaction that you have with a customer can make or break their perception of your brand. Start their experience off right with automated responses, reduced wait times, predictive queue allocation, and first response excellence. Measure, monitor and manage your way to amazing brand perception and positive buyer decisions.

Advanced Pro Queue Management


enhanced productivity

Capture each opportunity to engage visitors to your website. Allow us to assess your content placement, data structure, taxonomy, and lead capture, to optimize the way that you attract and capture your prospects.

Capture each opportunity to engage visitors to your website. Allow us to assess your content placement, data structure, taxonomy, and lead capture, to optimize the way that you attract and capture your prospects.

Website Assessment

Discover your growth objectives and turn those into a lead waterfalls. Assess your opportunities to capture leads and nurture them into long term customer relationships.

Discover your growth objectives and turn those into a lead waterfalls. Assess your opportunities to capture leads and nurture them into long term customer relationships.

E2E Lead BPO

Keep track of your leads from web to conversion, while optimizing campaigns across multiple channels. Make smarter decisions about where to invest your marketing dollars.

Keep track of your leads from web to conversion, while optimizing campaigns across multiple channels. Make smarter decisions about where to invest your marketing dollars.

Web2Lead Simple/ Web2Lead Advanced Pro

Quote-to-Cash connects your customer’s intent to buy with your realization of payment and revenue recognition. With two different package levels to choose from, we will help you streamline your existing process within Salesforce.com, or create a new one using standard objects and standard functionality.

Quote-to-Cash connects your customer’s intent to buy with your realization of payment and revenue recognition. With two different package levels to choose from, we will help you streamline your existing process within Salesforce.com, or create a new one using standard objects and standard functionality.

Quote2Cash Simple/ Quote2Cash Advanced Pro


email & User Management

Allow us to take your complex organizational hierarchy of Salesforce.com users architect your complex role hierarchies and get you set up to easily manage them as they evolve. This includes Role creation, organizational hierarchy and permission settings.

Allow us to take your complex organizational hierarchy of Salesforce.com users architect your complex role hierarchies and get you set up to easily manage them as they evolve. This includes Role creation, organizational hierarchy and permission settings.

Role Hierarchy Bundle

Roles, Profiles, Public Groups, Permission Sets - Use Salesforce.com to create custom and complex user access and security attributes, customized for you. We will set you up for success, by delivering a system that will allow you to evolve effortlessly as your business needs change.

Roles, Profiles, Public Groups, Permission Sets - Use Salesforce.com to create custom and complex user access and security attributes, customized for you. We will set you up for success, by delivering a system that will allow you to evolve effortlessly as your business needs change.

User Management Bundle

Create simple and beautiful emails, formatted using your brand marketing, to deliver a completely personalized email experience. HTML emails convert better in marketing tests almost every time. User our bundle to deliver yours today.

Create simple and beautiful emails, formatted using your brand marketing, to deliver a completely personalized email experience. HTML emails convert better in marketing tests almost every time. User our bundle to deliver yours today.

HTML Email Bundle

Use Salesforce.com to help your data records “speak up or do something” (i.e. make data updates, notify people or systems, send communications). Replace constant user monitoring with automation, allowing your employees to focus their time on their most meaningful activities and have more time for customers.

Use Salesforce.com to help your data records “speak up or do something” (i.e. make data updates, notify people or systems, send communications). Replace constant user monitoring with automation, allowing your employees to focus their time on their most meaningful activities and have more time for customers.

Email Automation Simple/ Email Automation Simple+


custom development

Integrate Salesforce.com data with other critical business data including SAP, Oracle, Microsoft proprietary software, and more. Dramatically reduce time to true integration to unlock and modernize back-office systems.

Integrate Salesforce.com data with other critical business data including SAP, Oracle, Microsoft proprietary software, and more. Dramatically reduce time to true integration to unlock and modernize back-office systems.

Complex Integration Management

Our team will help you create custom applications to power any part of your employee or customer experience. We understand how the power of cloud technology can power your business operation, from Marketing to Sales to Support and Communications, and we are here to harness that power with you.

Our team will help you create custom applications to power any part of your employee or customer experience. We understand how the power of cloud technology can power your business operation, from Marketing to Sales to Support and Communications, and we are here to harness that power with you.

Custom Application Development

Do you want to take a Salesforce.com user or customer experience that you imagine and see it come to life, to your exact specifications? Custom objects allow you to accommodate unique use cases that are not readily solved with a standard object. We will help you realize your vision with a streamlined design that will scale with your business.

Do you want to take a Salesforce.com user or customer experience that you imagine and see it come to life, to your exact specifications? Custom objects allow you to accommodate unique use cases that are not readily solved with a standard object. We will help you realize your vision with a streamlined design that will scale with your business.

Custom Object Development

Reduce your quote time and simplify quoting complexity with greater accuracy through a strong configure, price, quote, renew process. Harness the power of Salesforce.com + your preferred CPQ solution to collect cash faster, improve upsell/cross-sell and streamline your opportunity forecasting. Available packages to help you dial up your current CPQ process, or implement a new one.

Reduce your quote time and simplify quoting complexity with greater accuracy through a strong configure, price, quote, renew process. Harness the power of Salesforce.com + your preferred CPQ solution to collect cash faster, improve upsell/cross-sell and streamline your opportunity forecasting. Available packages to help you dial up your current CPQ process, or implement a new one.

Advanced CPQ


Strategy & Support

 
Diagnose Salesforce.com effectiveness like you would your sales effectiveness. A Salesforce.com diagnostic will show you where you may have weak points within your technology, and how we recommend that you strengthen your software foundation effectiveness.

Diagnose Salesforce.com effectiveness like you would your sales effectiveness. A Salesforce.com diagnostic will show you where you may have weak points within your technology, and how we recommend that you strengthen your software foundation effectiveness.

Salesforce.com Diagnostic

Your organization requires ongoing support to administrate and evolve your tools to changing business needs. We provide you with support from experienced admins and developers who will ensure that your user management, system reviews and upgrades, and advanced admin tasks are taken care of.

Your organization requires ongoing support to administrate and evolve your tools to changing business needs. We provide you with support from experienced admins and developers who will ensure that your user management, system reviews and upgrades, and advanced admin tasks are taken care of.

General Support

Let us partner with you to learn more about your common challenges and business objectives, offering strategic guidance focused on your sales or marketing automation technology investments across people, processes, and technology to deliver the tangible results you seek.

Let us partner with you to learn more about your common challenges and business objectives, offering strategic guidance focused on your sales or marketing automation technology investments across people, processes, and technology to deliver the tangible results you seek.

Business Transformation

Get ready to connect customers, partners and employees with an integrated Salesforce.com community portal. Empower your community through self serve tools and unified collaboration experiences. Our packages will get you up and running with contemporary style and functionality, so you can deliver leading experience to your audience.

Get ready to connect customers, partners and employees with an integrated Salesforce.com community portal. Empower your community through self serve tools and unified collaboration experiences. Our packages will get you up and running with contemporary style and functionality, so you can deliver leading experience to your audience.

Salesforce.com Community Portal

Prepare your team and environment for Salesforce.com Lightning, and get ready to dial up your user experience: Modern and pleasing interface. Optimized speed. Customized component building. Visual building tools. Lightning design system.

Prepare your team and environment for Salesforce.com Lightning, and get ready to dial up your user experience: Modern and pleasing interface. Optimized speed. Customized component building. Visual building tools. Lightning design system.

Salesforce.com Lightning Readiness

 

At Kredo Solutions, we are committed to helping people solve tough technology and operational challenges so you can achieve business outcomes and innovate for the future. Learn more about our offerings and begin realizing the power of your Salesforce.com suite by contacting us today!