Your Quick Start for Salesforce Maps or Territory Planning
Get to know Salesforce Maps and Territory Planning
Save time by optimising routes, auto-log activity data, support your field service with intelligent suggestions for nearby lead opportunities or service appointments, prioritise daily customer visits… Those are only some of the key features that come with Salesforce Maps making it a really powerful add-on to your Sales Cloud.
Boost your Sales Cloud even more with Territory Planning. Maximise your revenue with seamless coordination of critical accounts and user data. Save hours of work and pain by avoiding manual planning processes. Automatically balance territories based on defined attributes and plan daily routes.
Avoid a costly and long-term planning and implementation phase
Implementations of new solutions or additions to your current solution landscape can be time consuming and costly. Quite often the planning phase is a never-ending process itself and it takes months until the scope is defined, all the basic requirements are gathered and efforts are estimated.
To solve this issue for you, Salesforce and only a couple of handpicked partners – including Fluido – now offer Quick Start packages for both Salesforce Maps and Salesforce Territory Planning.
Step out of the planning and estimation trap
Our packages come at a fixed price and have a fixed duration as well as a pre-defined scope. No need to worry about the usual concerns in an implementation project, like managing scope, duration and budget. You know exactly what you will get for your money and by when.
Your solution ready for daily business in only four weeks
Start generation business value out of our investment in only four weeks when choosing Quick Start Growth or in eight weeks when going with Quick Start Plus. Start exploring the possibilities of the new solution and plan your next steps based on early learnings.
Pick your package: Quick Start Growth vs. Quick Start Plus
For both Salesforce Maps and Territory Planning we offer two alternative packages that are different in regards to scope, duration and price.
Quick start Growth will get your solution ready in only 4 weeks. It includes assistance with a basic implementation of either Maps or Territory Planning.
Offering a more advanced scope for either Maps or Territory Planning, Quick Start Plus is ready for use in 8 weeks.
Learn more about the scope of both packages below.
Quick Start Growth – Salesforce Maps
Offering Overview
Your Quick Start implementation offering is designed to get you up and running on Salesforce Maps in under four weeks – setting you up for success with Salesforce Maps both now and for the long run.
Quick Start will take place in 4 stages:
- Plan:
- Intro and scheduling
- Set the vision & End-to-End Discovery
- Configure:
- Installation & Configuration
- Up to 7 deep dive or feature enablement sessions
- Deploy:
- Use-Case Validation and Testing
- Train-the-Trainer
- Closeout:
- Project review & lessons learned
- Next-step resources
Highlights
- Installation of Maps managed package in 1 sandbox and 1 production environment
- Configuration of Maps managed package in 1 sandbox and 1 production environment
- Configure up to 3 field sets (Click2Create, Check In/Out, Data/ArcGIS Layer Click2Create)
- Maps layer creation training; Create up to 10 total layers (Marker, Shape, Data, ArcGIS)
- Routes, Schedule, and Mobile guidance
- Measure user adoption; Configure 1 Salesforce Report (Salesforce Maps user adoption)
- Custom fields needed to configure use-case(s)
- Advise on standard out of the box Salesforce Maps features
Out of Scope
- Process Automation
- Data Import
- Custom Code
- Direct End-User Training
- Maps Advanced Routing Guidance/Configuration
- Assignment of Salesforce Maps licenses and permissions in Production
Quick Start Growth – Territory Planning
Offering Overview
Your Quick Start implementation offering is designed to get you up and running on Salesforce Maps Territory Planning in under four weeks – setting you up for success with Territory Planning both now and for the long run.
Quick Start will take place in 4 stages:
- Plan:
- Intro and scheduling
- Set the vision & End-to-End Discovery
- Configure:
- Installation & Configuration
- Up to 7 deep dive or feature enablement sessions
- Deploy:
- Territory Optimization Analysis
- Publish Territories
- Closeout:
- Project review & lessons learned
- Next-step resources
Highlights
- Installation and Configuration of Salesforce Maps managed package in 1 sandbox and 1
production environment - Data set training; create up to 2 custom report types for Data Set reports, 2 Data Set reports, and 2
Data Sets - Territory alignment training; create 2 territory alignments
- Geo unit upload training; create 1 territory geo unit report
- Territory optimization & publish training
- Shape Layer visualization & Auto-Assignment configuration training
- Create 1 change set (if necessary)
- Advise on train-the-trainer methods and best practices
- Advise on standard out of the box Territory Planning features
Out of Scope
- Configuration of Salesforce Maps functionality other than Shape Layers and Auto-Assignment
- Configuration of Enterprise Territory Management (ETM)
- Custom Code
- Process Automation
- Data Import/Update
- Direct End-User Training
- Assignment of Salesforce Maps licenses and permissions in Production
Quick Start Plus – Salesforce Maps Advanced
Offering Overview
Your Quick Start implementation offering is designed to get you up and running on Maps and/or Maps Advanced in under eight weeks – setting you up for success with Maps both now and for the long run.
Quick Start will take place in 4 stages:
- Plan:
- Intro and scheduling
- Set the vision & End-to-End Discovery
- Configure:
- Installation & Configuration
- Up to 14 deep dive or feature enablement sessions
- Deploy:
- Use-Case Validation
- Final design documentation
- Closeout:
- Project review & lessons learned
- Next-step resources
Highlights
- Installation of Maps managed package in 4 sandbox and 1 production environment
- Configure up to 3 field sets (Click2Create, Check In/Out, Data/ArcGIS Layer Click2Create)
- Maps layer creation training; Create up to 10 total layers (Marker, Shape, Data, Live, ArcGIS)
- Routes, Schedule, and Mobile guidance for success
- Provide guidance and best practices for Maps Advanced route visit frequency
- Configure Maps Advanced Visit Window custom button
- Configuration of 1 Maps Advanced Routing Template
- Creation of 2 Salesforce reports for route optimization validation
- Provide guidance for Maps Live Tracking Daily Summary configuration
- Provide guidance for insert of Maps Live Tracking records
- Measure user adoption; Configure 1 Salesforce Report (Salesforce Maps user adoption)
- Custom fields needed to configure use-case(s)
- Create up to 4 change sets (if necessary)
- Advise on standard out of the box Salesforce Maps features
Out of Scope
- Process Automation
- Data Import
- Custom Code
- Direct End-User Training
Quick Start Plus – Territory Planning
Offering Overview
Your Quick Start implementation offering is designed to get you up and running on Maps Territory Planning in under eight weeks – setting you up for success with Territory Planning both now and for the long run.
Quick Start will take place in 4 stages:
- Plan:
- Intro and scheduling
- Set the vision & End-to-End Discovery
- Configure:
- Installation & Configuration
- Up to 10 deep dive or feature enablement sessions
- Deploy:
- Territory Optimization Analysis
- Publish Territories
- Closeout:
- Project review & lessons learned
- Next-step resources
Highlights
- Installation and Configuration of Salesforce Maps managed package in up to 4 sandboxes and 1
production environment - Data set training; create up to 2 custom report types for Data Set reports, 2 Data Set reports, and 2 Data Sets
- Territory alignment training; create 4 territory alignments
- Geo unit upload training; create 1 territory geo unit report
- Territory Design Tools Training
- Optimization and Design Tools Training
- Managing Alignments, Commenting, and Publishing Training
- Shape Layer visualization & Auto-Assignment configuration training
- Configure Auto-Assignment
- Create up to 4 change sets (if necessary)
- Advise on train-the-trainer methods and best practices
- Advise on standard out of the box Territory Planning features
Out of Scope
- Configuration of Salesforce Maps functionality other than Shape Layers and Auto-Assignment
- Configuration of Enterprise Territory Management (ETM)
- Process Automation
- Data Import
- Custom Code
- Direct End-User Training
- Assignment of Salesforce Maps licenses and permissions in Production
Your advantages in a nutshell
With our quick start packages you avoid all of the usual risks and uncertainties of typical agile implementation projects:
- Fixed price
- Pre-defined scope
- Reliable timeline
- No time-consuming planning phase
- No efforts for requirements gathering
- Capitalise on immediate business value
- Quick learnings for further roadmap planning
Still not convinced? Get in touch with us today to discuss the perfect match for your needs and pain points.
Get in touch with me and receive your offer today:
Jenni Salmenkangas
Sales Cloud Practice Lead
jenni.salmenkangas@fluidogroup.com
