Bricoleur Technologies Salesforce Maps Quickstarts
Empower your workforce on every journey, at every location, with add-ons for complex routes, territory optimization, and live updates from the field.
QUICK START
Salesforce Maps Quick Start Packs
Bricoleur Technologies is proud to partner with Salesforce to deliver Salesforce Maps and Territory Planning Quick Starts
Quick Start Growth
Price: $5,000 USD ex. GST
Duration: 4 Weeks
Suitable for these products
Maps
Assistance with implementing Salesforce Maps in under 4 weeks.
Or
Territory Planning
Assistance with implementing Territory Planning, up to 2 territory alignments in under 4 weeks.
Quickstart Growth
Salesforce Maps
Installation of Maps managed package in 1 sandbox and 1 production environment.
Configuration of Maps managed package in 1 sandbox and 1 production environment..
Configure up to 3 field sets (Click2Create, Check In/Out, Data/ArcGIS Layer Click2Create)
Maps layer creation training; Create up to 10 total layers (Marker, Shape, Data, ArcGIS)
Routes, Schedule, and Mobile guidance
Measure user adoption; Configure 1 Salesforce Report (Salesforce Maps user adoption)
Custom fields needed to configure use-case(s)
Advise on standard out of the box Salesforce Maps features
Quickstart Growth
Territory Planning
Installation and Configuration of Salesforce Maps managed package in 1 sandbox and 1 production environment
Data set training; create up to 2 custom report types for Data Set reports, 2 Data Set reports, and 2 Data Sets
Territory alignment training; create 2 territory alignments
Geo unit upload training; create 1 territory geo unit report
Territory optimization & publish training
Shape Layer visualization & Auto-Assignment configuration training
Create 1 change set (if necessary.
Advise on standard out of the box Territory Planning features
Quick Start Plus
Price: $10,000 USD ex. GST
Duration: 8 Weeks
Suitable for these products
Maps Advanced
Assistance with implementing Salesforce Maps with advanced routing.
Or
Territory Planning
Assistance with implementing Territory Planning, up to 2 territory alignments in under 4 weeks.
Quickstart PLUS
Salesforce Maps Advanced
Installation and Configuration of Salesforce Maps managed package in up to 4 sandboxes and 1 production environment.
Configure up to 3 field sets (Click2Create, Check In/Out, Data/ArcGIS Layer Click2Create)
Maps layer creation training; Create up to 10 total layers (Marker, Shape, Data, Live, ArcGIS)
Routes, Schedule, and Mobile guidance for success
Configure Maps Advanced Visit Window custom button
Configuration of 1 Maps Advanced Routing Template
Creation of 2 Salesforce reports for route optimization validation.
Provide guidance for Maps Live Tracking Daily Summary configuration
Provide guidance for insert of Maps Live Tracking records
Measure user adoption; Configure 1 Salesforce Report (Salesforce Maps user adoption)
Custom fields needed to configure use-case(s)
Create up to 4 change sets (if necessary)
Advise on standard out of the box Salesforce Maps features
Quickstart PLUS
Territory Planning
Installation and Configuration of Salesforce Maps managed package in up to 4 sandboxes and 1 production environment
Data set training; create up to 2 custom report types for Data Set reports, 2 Data Set reports, and 2 Data Sets
Territory alignment training; create 4 territory alignments
Geo unit upload training; create 1 territory geo unit report
Territory Design Tools Training
Optimization and Design Tools Training
Managing Alignments, Commenting, and Publishing Training
Shape Layer visualization & Auto-Assignment configuration training.
Configure Auto-Assignment
Create up to 4 change sets (if necessary)
Advise on standard out of the box Territory Planning features.
How can we help?
Bricoleur Technologies’ management team have over 20 years’ experience delivering technology solutions and nurturing talent. We know how to find the right staff for you, from a single admin, to a high-performance development or technical support team; we take a pragmatic approach with proven success.
Get in touch today, let’s talk about a customised solution that works for your business.
SALESFORCE MAPS
Optimize routes, prioritize schedules, and win leads.
With Salesforce Maps, field sales reps can: determine how to best connect with customers, prepare for meetings with customised checklists, and track activity and mileage automatically.
Visualize data efficiently
Save hours in planning, administration, and drive time with route optimization and auto-logging of activity data.
Build smart visit plans
Prioritize and scale daily customer visits using key business data, such as lead value and account type.
Accelerate revenue
Focus on high-value nearby lead opportunities and service appointments in every field opportunity.
Manage complex use cases
Upgrade to Salesforce Maps Advanced for even more complex geo-visualization, route optimization, and analytics.
TERRITORY PLANNING
Take planning out of spreadsheets
Keep your sales on track with agile territory planning.
Maximize revenue.
Seamlessly coordinate critical account and user data with the territory planning and assignment process.
Save hundreds of hours.
Eliminate cumbersome manual planning processes by running multiple scenarios nimbly and seamlessly.
Ensure equitability.
Automatically balance territories based on attributes that matter most, and plan daily routes based on what’s easily accessible for your teams.
Shrink the planning cycle.
Design and roll out streamlined territory plans at scale with quick, automatic updates for new reps and other business changes.