System Refinement

INCREASE SALES
FOCUS ON MAXIMIZING PROFITS

Today’s businesses face constant change.You get the New Release notifications from Salesforce®, and you are pretty sure there are new features you are could use, but you don’t have the time to figure it out. You have the sneaking suspicion that you are falling behind and not maximizing your investment.

Optimizing your existing salesforce.com® Software is a clear cut cost effective solution to increased efficiency and profits. Black Iron Group is here to help – with a suite of superior services – custom targeted to your salesforce.com® solutions, we can help you achieve success and increase ROI – with software you already own and trust.

Designed for small-business customers with fewer than 25 users, our “Re-Fine” System Refinement packages will identify areas and functionalities within your Salesforce.com® solution that you already own but are not taking advantage of. Our certified consultants will work with you to map solutions that address your problems and accelerate your success.

We’re sure that with our 5 packages, one is just right for you and your business.

Expert for a Day

$1,300

Our Remote Expert for a Day package helps you get a high level understanding of your salesforce.com® instance. Our certified consultants will work with you remotely to refine the tool according to your needs and teach you new tricks and tips with the a tool that upgrades 3 times a year! All of this work will be conducted via GoToMeeting so that your administrator can watch and learn while we configure and tweak salesforce.com® for you.

Re-Fine Express

$2,600

This 2 day package allows clients with small refinement requirements and limited budget to get a good update to their salesforce.com® system. Our certified consultants will work with you remotely to understand your business processes with regards to Account, Contact, Activity and Pipeline Management and modify and enhance the tool appropriately. In addition we will assist your team in refining and deploying a reporting and Dashboard view to assist your company in analysis and support. Finally, at the conclusion of the two-day session, we will re-train your users, via GoToMeeting in a two-hour session.

Re-Fine Basic

$3,900

This three-day package provides clients with a more robust refinement of your salesforce.com® system. Our Basic package includes an on-site Systems Review session the first day, where we determine exactly how you will refine the salesforce.com® system. Following the SR session, our salesforce.com® certified consultants will ensure that the software is configured to your needs and will assist you in driving your project to meet your defined business and project objectives. We will assist you in refining:

  • Base System Refinement (Accounts, Contacts, Activities)
  • Introduction to Rollup Fields & Formula Fields
  • Sales Force Automation (Opportunity Management) Refinement
  • Report and Dashboard Refinement and Rollout
  • Definition and Development of an HTML Communication Template (for use in Marketing and Mass Email campaigns)
  • Chatter, Content and Social Contacts enablement and Salesforce training
  • A 2 hour Salesforce.com training / Re-Training Session with your user base – conducted via GoToMeeting

We will also work with your administrator so that we can assure that when we leave, they are trained and understand the changes as well.

Re-Fine Advanced

$5,500

This four-day package provides much more value to our customers who are looking to get more out of salesforce.com®. Our Advanced package provides all of the extras our Silver package offers, in addition to:

  • Assistance with Lead Assignments, Auto-Response & Campaign Management
  • Record Types and Multiple Page Layout set up (requires Enterprise Edition)
  • Introduction to Workflow and Approval and 5 Workflow Rule Builds (requires Enterprise Edition)
  • 2 HTML Communication Templates or Mail Merge Documents
  • Deployment of salesforce.com® Quoting Application (base) or a single AppExchange Module such as Project Milestones PM or File-it (Dropbox)
  • A 2 hour Re-Training Session with your user base – conducted On Site

We will also work with your administrator so that we can assure that when we leave, they are trained and understand the configuration as well.

Re-Fine Maximizer

$6,900

This 5 day package is the largest and most comprehensive of our salesforce.com® Re-Tool  offerings. It is designed to help you get a highly refined version of salesforce.com®.  Our Maximizer package provides all of the extras our Silver & Gold package offer, in addition to:

  • Custom Object Development (for functionality outside of traditional salesforce.com® functionality)
  • 10 Workflow Rule Builds (requires Enterprise Edition)
  • 2 Dashboards
  • A four-hour Admin Training course taught on site
  • A two-hour Salesforce.com training / re-training session with your user base – conducted On Site

We will also work with your administrator so that we can assure that when we leave, they are trained and understand the configuration as well. 

In addition, we can help you with other offerings including:

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Over 2,000 successful salesforce implementations and counting – we know we can help you be successful too