PRAXIS
makes perfect
Instant Impacts
With your unique business requirements and team’s goals at the forefront, Instant Impact empowers you with fully tailored Salesforce functionality, delivered in just two weeks. Starting at $6,500 for Sales Management and $7,200 for Case Management, this service ensures you’ll be equipped with a customized Salesforce app that’s ready to drive success from day one. Whether it’s optimizing your sales process or enhancing customer support, Instant Impact is designed to get you up and running quickly, with a solution built specifically to meet your needs.
Leads & Sales Management
Starting at $6,500
We'll configure Leads, Accounts, Contacts, and Opportunities to match your growing business' sales strategy. Ensuring your ability to track opportunities makes sense given your unique business needs.
We focus on four key areas to help you succeed:
Lead & Sales Management
1 price book Lead conversion mapping
1 Lead assignment rule
1 automated email notification
up to 20 custom fields
up to 4 validation rules
Account and contact duplicate detection
Custom Lead stages
Custom opportunity stages
Analytics
4 reports (standard report types)
1 dashboard
User Interface & Experience
Chatter and Activities (Tasks, Events, Email)
Customized lightning pages for all related objects
Branded homepage and Sales App Configuration
Data & Integration
Gmail or Microsoft email integration
Security and Permission Sets
Case Management
Starting at $7,200
Staying on top of communication with your customers is essential. We'll configure your ability to stay in touch by setting up your ability to manage Cases by configuring Service Cloud to meet the communication needs of your service team.
We focus on four key areas to help you succeed:
Case Management
Up to 20 custom fields
Up to 4 validation rules
Up to 3 email templates
Up to 2 assignment rules
One auto response rules
Up to 3 automated emails for: Case creation, Case Status Change, Case Resolution
Up to 2 Case escalation rules
Up to 2 Case teams
Configuration of either Web to Case OR Email to Case
Account and Contact duplicate detection
Analytics
4 reports (standard report types)
1 dashboard
User Interface & Experience
Chatter and Activities (Tasks, Events, Email)
Customized lightning pages for all related objects
Branded homepage and Service App Configuration
Data & Integration
Gmail or Microsoft email integration
Security and Permission Sets
