Ideal For Organizations Who...
What's Included
Discovery & Strategy
Business process audit, sales workflow mapping, implementation roadmap
Portal Setup
Enterprise configuration, advanced permissions, partitioning by team/region
Pipeline Configuration
Unlimited deal pipelines, custom deal stages, probability mapping, automation triggers
Properties & Data
Unlimited custom properties, comprehensive data migration (up to 250,000 records), data cleansing, deduplication
Email & Calendar
Full email integration, calendar sync, advanced meeting scheduler with custom booking rules
Sequences & Templates
15 sales sequences, 25 email templates, 15 snippets, A/B testing setup
Automation
20+ workflows (complex routing, deal stage automation, multi-step processes, cross-object workflows)
Lead Scoring
Advanced multi-criteria lead scoring with behavioral triggers
Integrations
Up to 3 integrations (native or middleware via Zapier/Make)
Reporting
8 custom dashboards, 40+ reports, forecasting, revenue attribution, custom report builder training
Playbooks
8 sales playbooks with competitive battle-cards
Custom Objects
1 custom object with full configuration
Quote Configuration
Quote template setup, product library, approval workflows
Training
12 hours of live training (4 sessions, recorded), train-the-trainer session
Documentation
Custom SOP documentation for your sales process
Support
90-day post-launch support (email + 4 support calls)
Project Timeline: 8-12 Weeks
Payment Terms: 35% at kickoff, 25% at discovery complete, 25% at midpoint, 15% at completion