SpecSuccess Installation
Scope Limitations
What a SpecSuccess setup includes
- Install SpecSuccess to your Salesforce org for Project & CEU functionality
- Configure Account page layouts to include SpecSuccess information
- Customize email templates for each SpecSuccess function
- Import your Product Brand data and Lunch & Learn list (if length)
- Integrate your project database (Dodge, ConstructConnect, IIR)
- Install the 3 SpecSuccess dashboards, with supporting reports
- Add Construction Projects to your Outlook setup for manual activity logging
- Two hours of basic training
What requires separate/additional scope
- Customization of SpecSuccess to fit processes not built into the package or add additional automations
- Basic Salesforce administrative setup for best practices, other than what is included in the package
- Data cleanup / migration
- Remapping or reconfiguration of legacy lead or opportunity processes
- Customization of reports and dashboards
- Automated territory assignment of Projects (via Maps)
- Setup or modification of database searches (Dodge, ConstructConnect, etc)
- Outlook configuration modifications beyond sync to Projects
