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Sales Cloud Starter Pack
Three Tiers to Match Your Sales Transformation Journey
Enable • Elevate • Transform
Get Started • Scale Up • Go All In
Limited Time Offer
Salesforce Q1 & Q2 offer:
Is your Knowledge ready • Data completeness • Data Quality • Data Duplication • Actionable next steps
Core Features Included:
-
Lead Management & Web-to-Lead - Opportunity Management (Core)
- Account & Contact Management
- Sales Path & Single Process
- Tasks, Events & Activity Timeline
- Mobile App Configuration
- Basic Automation & Flows
- 5-8 Reports & 1-2 Dashboards
- Train the Trainer
- Data Migration
Everything in Enable, plus:
- Lead Scoring & Automation
- Opportunity Teams (Enterprise)
- Account Teams (Enterprise)
- Multiple Sales Processes
- Collaborative Forecasting
- Full Product Catalog & Quotes
- Outlook/Gmail Integration
- Approval Workflows
- 8-10 Reports & 2-3 Dashboards
Everything in Elevate, plus:
- Opportunity Splits & Commissions
- Person Accounts (B2C)
- Territory Management (Full)
- Split & Territory Forecasting
- Product Schedules & Contracts
- Content Libraries & Files Connect
- 12-15 Reports & 4-5 Dashboards
- Account Integration
- Train-the-Trainer Program
Agentforce for Sales
AI agents for Sales Coaching
Requires: Agentforce 1 Edition for unmetered usage
- • Practice Your Pitch
- • Role Play with your Coach
- • Sharpen your Negotiation Skills
- • Present your Knowledge
- • Configure Knowledge Base
Agentforce Lead Nurturing Agent
Autonomous lead engagement via email & messaging
Requires: Agentforce 1 Edition for unmetered usage
- • Lead Nurturing Agent Configuration
- • Lead Qualification Rules
- • Meeting Scheduling
- • Follow-up Outreach
- • Knowledge Base Setup
Agentforce for Slack
AI agents accessible directly in Slack
Requires: Agentforce License
- • Slack agent configuration
- • Deal insights in channels
- • Pipeline updates on demand
- • Natural language queries
Einstein AI Package
AI-powered lead and opportunity scoring
Requires: Sales Cloud Einstein License
- • Einstein Lead Scoring
- • Einstein Opportunity Scoring
- • Einstein Activity Capture
- • Einstein for Sales Emails
Advanced Analytics
CRM Analytics with AI insights
Requires: CRM Analytics License
- • Sales Analytics App
- • Custom Dashboards
- • Predictive Models
- • Executive Reporting
Slack Integration
Connect Salesforce with Slack for team collaboration
No additional license required
- • Salesforce for Slack app setup
- • Record alerts & notifications
- • Deal room automation
- • Search & share records
- • Custom Slack workflows
Data Migration
Standard data migration included with any package
- • Up to 10,000 Accounts
- • Up to 10,000 Contacts
- • Up to 10,000 Opportunities
- • Standard format provided by Realfast
- • No data cleansing or deduplication
Contact Realfast for additional data migration needs
Integration
Connect Salesforce with your existing systems
No additional license required
- • Integration architecture design
- • API development & configuration
- • Data synchronization
- • Error handling & monitoring
- • Documentation & training
*Requires Enterprise edition
Choose ENABLE if...
For 10 users or less
- →Small to mid-size sales team
- →New to Salesforce Sales Cloud
- →Need quick time-to-value
- →Essentials or Professional edition
- →Budget-conscious start
- →Single sales process
Choose ELEVATE if...
For 30 users or less
- →Growing sales organization
- →Need forecasting & quotas
- →Multiple sales processes
- →Product catalog & quotes
- →Email integration required
- →Professional or Enterprise edition
Choose TRANSFORM if...
For 50 users or less
- →Large enterprise deployment
- →Territory-based sales model
- →Commission splitting required
- →B2C with Person Accounts
- →Complex approval workflows
- →Enterprise edition required
Discovery & Design
- •Business process review
- •Requirements gathering
- •Solution architecture
- •Data mapping
Configuration
- •Object & field setup
- •Page layouts & record types
- •Automation & workflows
- •Security configuration
Training & Support
- •Admin training
- •Train the Trainer
- •Documentation
- •2-week UAT support
- •2-week post-go-live support
Sales Cloud Managed Services
starting from
Continuous support and enhancement services to maximize your Sales Cloud investment
What's Included:
- 24/7 AI Agent Support - Instant answers and guidance
- Monthly Enhancements (3 small, 2 medium, or 1 large)
- Proactive System Monitoring - System health and performance
- Release Management - Salesforce update readiness
- User Support & Help Desk - Issue resolution
- Continuous Improvement - Ongoing optimization
Ready to Transform Your Sales Operations?
Contact us to discuss your Sales Cloud implementation and find the right tier for your business.
Sales Cloud Starter Pack | Tiered Offering
Edition requirements vary by tier and feature.
New Salesforce implementations must be paired with core Sales Cloud setup.
Add-ons marked in red require additional Salesforce licenses. Contact Salesforce for license pricing.
Implementation timeline depends on customer readiness and data quality.
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