Company Quickstart

Getting Started - No Phone System Yet

This will greatly streamline your setup. Valstorm Support will do the following for you

  1. Install and configure the Valstorm Managed Package
  2. Install the ValRM and ValPhone for Salesforce Apps in your Valstorm Account
  3. Sync your contacts and/or person accounts to the Valstorm

We may identify you have duplicate contacts. This causes serious tracking issues, which our team can fix. Cleaning up duplicate contacts comes at a one time fee starting at $2,500. Adding in a future proof system to prevent further duplicates can be added on as well, again starting at $2,500 but these fees are dependent on the health and complexity of your salesforce setup.

Getting Started - Existing Phone System

In addition to what is mentioned above, we will need to

  1. Migrate your Calling and/or Texting functionality to ValPhone
  2. Migrate any automations you had in place for texting

Migrating texting automations is a one time fee starting at $2,500.

** The one time salesforce fees are not required. If you have salesforce development resources, this can be managed by your team. However, Valstorm has completed this work many times so it is beneficial to use us for the migration so your team can focus on learning how to maintain Salesforce and improve its integration with ValPhone