Quick Start Suite

Get up and running, then focus on growth and optimization

Sales Cloud

Accelerate deal closures and boost lead generation with Sales Cloud. Estarei will deliver a complete implementation of Sales Cloud, including tailored leads, accounts, contacts, opportunities, and comprehensive training.

  • Deep dive into project goals, business processes, and personas to understand outcomes and success criteria

  • Personalized lead process to capture and qualify prospects

  • Customize the Account page with key fields, layouts, views, and validations

  • Customize this Contact page with key fields, layout, views, and validations to capture data on your prospects and customers

  • Setup and customize sales stages with required fields and help text to manage the sales pipeline through its lifecycle

  • We’ll provide fundamental training and support to enable the business for adoption

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Marketing Cloud

We’ll get your business set up with Marketing Cloud to seamlessly connect your marketing with sales, service, and every customer interaction.

  • Deep dive into project goals, business processes, and personas to understand outcomes and success criteria

  • Configure the basic account settings, including user permissions, roles, and data management preferences.

  • Set up connections with Salesforce CRM or other data sources to synchronize customer data.

  • Set and configure email templates, marketing automation journeys and audience segmentation to launch your first campaign

  • We’ll provide fundamental training and support to enable the business for adoption

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Health Cloud

Start using Salesforce's Health Cloud, a patient relationship platform designed to provide a comprehensive view of patient data, enable smarter patient management, and support real-time patient engagement.

  • We'll review your goals for Salesforce, including customizations tailored to your practice's processes.

  • Tailor the data model to fit your practice’s unique requirements

  • Set up the Health Cloud console to give your users an intuitive, all-in-one view of patient information, tasks, and care coordination tools for enhanced efficiency and seamless workflow.

  • Create a care plan template to streamline patient treatment planning and effectively monitor progress, ensuring consistent and efficient care management.

  • Personalize the patient timeline to showcase key events, interactions, and touchpoints, enhancing care coordination and tracking for a more seamless patient experience.

  • We’ll provide fundamental training and support to enable the business for adoption

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Service Cloud

Leverage Service Cloud to boost the efficiency of your service operations and elevate customer satisfaction.

  • Deep dive into project goals, & business processes to understand outcomes and success criteria for Service Cloud

  • Establish user roles, profiles, and permissions to manage access effectively and empower your team with the right capabilities tailored to their roles, whether they're agents, supervisors, or admins.

  • Configure case settings, including case types, assignment rules, and auto-response rules, to ensure efficient case routing and management.

  • Customize the Service Console to provide a unified workspace for support agents, enabling them to view customer interactions, manage cases, and access knowledge articles seamlessly.

  • We’ll provide fundamental training and support to enable the business for adoption

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Data Cloud

Unlock the power of real-time, unified customer data to drive smarter decisions and personalized experiences with Data Cloud.

  • Deep dive review into data integration, data modeling, quality management to understand outcomes and success criteria

  • Establish connections to initial data sources (CRM, external databases, third-party applications) to ingest data into Salesforce Data Cloud.

  • Define the data schema, including data objects and relationships, to align with your organization’s business processes and ensure data is organized and accessible for analysis.

  • Implement identity resolution tools or algorithms to match records across different systems and resolve duplicates. This will link all data related to the same customer or entity, creating a unified profile.

  • Ensure that data from various sources is harmonized and standardized, such as using a consistent format for addresses, dates, and product names. This will ensure that unified profiles are clean, accurate, and ready for analysis.

  • Set up dashboards & reports to visualize, analyze, and gain actionable insights from your data.

  • We’ll provide fundamental training and support to enable the business for adoption

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Account Engagement

With Account Engagement, you can harness the combined power of marketing and sales to identify high-quality leads and track engagement at every stage of the journey.

  • Deep dive into project goals, sales and leads management processes, and B2B marketing strategies to understand outcomes and success criteria

  • Create user accounts, set up security settings, set up DKIM to authenticate email senders and deliverability, and configure sender policy framework records

  • Connect Account Engagement with your Salesforce CRM to sync data between the two platforms, ensuring seamless lead management and sales handoff

  • Create email templates and journey automations

  • Provide guidance on adding tracking codes on your website to track campaign performance and capture visitor interactions within the system.

  • We’ll provide fundamental training and support to enable the business for adoption

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Intelligence

Intelligence consolidates your marketing data, providing actionable insights and AI-driven optimization to enhance performance, ROI, and campaign effectiveness.

  • Deep dive into marketing goals, data sources, KPIs and reporting to understand outcomes and success criteria

  • Set up user roles assigning permissions for viewing, editing, and managing data, reports, and integrations

  • Connect data sources and configure data connectors to streamline data flow

  • Set up dashboards and reports to visualize key marketing performance metrics, including ROI, customer acquisition costs, conversion rates, etc.

  • Set up automated report generation and distribution to stakeholders and configure real-time alerts to notify users of anomalies or significant changes in marketing data

  • We’ll provide fundamental training and support to enable the business for adoption

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Marketing Cloud Growth

Marketing automation that helps small businesses reach more customers and create personalized experiences through data and AI.

  • Review your marketing goals and develop a tailored plan to customize your marketing process.

  • Set up the sales and marketing objects, consent management, workflows, and email data kits

  • Establish guidelines for unifying prospect and customer data.

  • Journey and email template development and design to create a unique visitor experience

  • Installation and configuration of preconfigured reports and dashboards

  • We’ll provide fundamental training and support to enable the business for adoption

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  • Define the purpose for your agent and create an agent role

  • Connect your agent to a data library, to ensure it has access to the critical information necessary for efficient and accurate interactions.

  • Define topic structure for how an agent processes and responds to user interactions, enabling it to provide accurate, efficient, and contextually appropriate answers.

  • Design Flows to execute a specific action triggered by an interaction or conversation handled by the agent.

  • We’ll provide fundamental training and support to enable the business for adoption

Agentforce

By organizing an agent’s functionality around topics, businesses can ensure their virtual agents deliver precise, actionable, and user-friendly experiences.

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