Standard Components:

• Setup of person and organization tracking, including helpful page layouts and relationship tracking.

• Robust tracking of emails, interactions, events, and tasks, including a timeline view for each organization or individual.

• Essential CRM configuration, including duplicate rules, org-wide email addresses, and either single sign on or multi-factor authentication.

• A home page with a helpful dashboard view.

• Automations that support standard NPC functionality, like merging contacts, so that you can leverage this functionality without headaches.

• Automations that make person and household management easier, including automatic household naming, easy tracking for deceased individuals, and address management between organizations and individuals.

Customizable Components:

• We’ll include custom branding so your team feels right at home.

• Add up to 5 custom fields to track unique information on people and organizations.

• Up to 2 custom relationship types to track the types of person-to-person or person-to-organization relationships that are most important in your work.

For a complete list of included fields and automations, including fields that are part of the standard Salesforce package, click here.