Onboarding Package: Sales Cloud (CRM) Setup

Last Updated: Sept 17, 2024

Complete Sales Management on Salesforce

The Sales Cloud (CRM) Setup package provides comprehensive customer relationship management capabilities to manage your sales pipeline, leads, and opportunities alongside your recruiting operations.

Sales Cloud (CRM) Setup

Transform your sales process with Salesforce's industry-leading CRM platform, perfectly integrated with your Asymbl recruiting workflow.

What's Included:

Core CRM Configuration:

  • Setup & basic configuration of Sales Cloud
  • Up to 10 custom fields, 2 record types, 2 page layouts
  • Integration with your existing Asymbl system
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Lead Generation & Management:

  • Web2Lead Setup: Creation of webform for capturing inbound leads (1 form included)
    • Note: Requires your web developer to embed on your website
  • Lead & Opportunity Management: Complete lead conversion and opportunity tracking workflows
  • Lead scoring and qualification processes

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Sales Process Automation:

  • Einstein Activity Capture: Automatic email and calendar sync (included)
  • Sales Process Configuration: Standard Sales Process with forecast weighting (1 process)
  • Sales Path Setup: Guided selling with stage-specific guidance and best practices (1 path)
  • Automation: Custom workflow rules to automate sales actions (1 flow, 1 validation rule)
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Reporting & Analytics:

  • Reports & Dashboards: Sales-specific performance tracking (2 reports, 1 dashboard)
  • Pipeline analysis and forecasting capabilities
  • Activity and performance metrics
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Training & Support:

  • Up to 1 hour of training per product
  • Documentation of requirements and configuration
  • Integration training with Asymbl recruiting workflows

What You'll Be Able to Do:

  • Capture and qualify leads from your website and other sources
  • Manage complete sales pipeline from lead to close
  • Track opportunities and forecast revenue
  • Automatically sync email and calendar activities
  • Generate sales reports and analyze pipeline performance
  • Integrate sales activities with recruiting operations
  • Automate repetitive sales tasks and follow-ups

Perfect Integration with Asymbl:

  • Connect client sales opportunities with job orders
  • Track the complete client lifecycle from prospect to placement
  • Unified reporting across sales and recruiting activities
  • Single platform for all customer relationship management

What's Not Included:

  • Multiple sales processes
  • Advanced automation
  • Custom integrations with external sales tools
  • Advanced Einstein AI features (requires additional licensing)
  • Custom training beyond standard 1-hour session
  • Multiple web forms (additional forms quoted separately)

Perfect For:

  • Recruiting agencies wanting to formalize their sales process
  • Organizations needing better lead management and pipeline visibility
  • Companies looking to integrate sales and recruiting on one platform
  • Teams wanting automated sales workflows and reporting

Ready to Supercharge Your Sales Process?

Sales Cloud CRM Setup integrates seamlessly with your Asymbl recruiting platform, giving you complete visibility into both sales and recruiting operations on one unified platform.

‍Best when combined with Asymbl ATS for complete client lifecycle management from prospect to placement.