cypresslearning.com Open in urlscan Pro
104.17.47.19  Public Scan

Submitted URL: https://info.cypresslearning.com/e/698803/salesforce-enablement-package-/d7mxvm/1570058301?h=piJuiDwvEM7POuNJWZJ3LOTOAMDQBOMoroVJ...
Effective URL: https://cypresslearning.com/2023-salesforce-enablement-package/
Submission: On November 08 via api from US — Scanned from DE

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              <option value="Rwanda">Rwanda</option>
              <option value="Réunion">Réunion</option>
              <option value="Saint Barthélemy">Saint Barthélemy</option>
              <option value="Saint Helena, Ascension and Tristan da Cunha">Saint Helena, Ascension and Tristan da Cunha</option>
              <option value="Saint Kitts and Nevis">Saint Kitts and Nevis</option>
              <option value="Saint Lucia">Saint Lucia</option>
              <option value="Saint Martin">Saint Martin</option>
              <option value="Saint Pierre and Miquelon">Saint Pierre and Miquelon</option>
              <option value="Saint Vincent and the Grenadines">Saint Vincent and the Grenadines</option>
              <option value="Samoa">Samoa</option>
              <option value="San Marino">San Marino</option>
              <option value="Sao Tome and Principe">Sao Tome and Principe</option>
              <option value="Saudi Arabia">Saudi Arabia</option>
              <option value="Senegal">Senegal</option>
              <option value="Serbia">Serbia</option>
              <option value="Seychelles">Seychelles</option>
              <option value="Sierra Leone">Sierra Leone</option>
              <option value="Singapore">Singapore</option>
              <option value="Sint Maarten">Sint Maarten</option>
              <option value="Slovakia">Slovakia</option>
              <option value="Slovenia">Slovenia</option>
              <option value="Solomon Islands">Solomon Islands</option>
              <option value="Somalia">Somalia</option>
              <option value="South Africa">South Africa</option>
              <option value="South Georgia and the South Sandwich Islands">South Georgia and the South Sandwich Islands</option>
              <option value="South Sudan">South Sudan</option>
              <option value="Spain">Spain</option>
              <option value="Sri Lanka">Sri Lanka</option>
              <option value="Sudan">Sudan</option>
              <option value="Suriname">Suriname</option>
              <option value="Svalbard and Jan Mayen">Svalbard and Jan Mayen</option>
              <option value="Sweden">Sweden</option>
              <option value="Switzerland">Switzerland</option>
              <option value="Syria Arab Republic">Syria Arab Republic</option>
              <option value="Taiwan">Taiwan</option>
              <option value="Tajikistan">Tajikistan</option>
              <option value="Tanzania, the United Republic of">Tanzania, the United Republic of</option>
              <option value="Thailand">Thailand</option>
              <option value="Timor-Leste">Timor-Leste</option>
              <option value="Togo">Togo</option>
              <option value="Tokelau">Tokelau</option>
              <option value="Tonga">Tonga</option>
              <option value="Trinidad and Tobago">Trinidad and Tobago</option>
              <option value="Tunisia">Tunisia</option>
              <option value="Turkmenistan">Turkmenistan</option>
              <option value="Turks and Caicos Islands">Turks and Caicos Islands</option>
              <option value="Tuvalu">Tuvalu</option>
              <option value="Türkiye">Türkiye</option>
              <option value="US Minor Outlying Islands">US Minor Outlying Islands</option>
              <option value="Uganda">Uganda</option>
              <option value="Ukraine">Ukraine</option>
              <option value="United Arab Emirates">United Arab Emirates</option>
              <option value="United Kingdom">United Kingdom</option>
              <option value="United States">United States</option>
              <option value="Uruguay">Uruguay</option>
              <option value="Uzbekistan">Uzbekistan</option>
              <option value="Vanuatu">Vanuatu</option>
              <option value="Venezuela">Venezuela</option>
              <option value="Viet Nam">Viet Nam</option>
              <option value="Virgin Islands, British">Virgin Islands, British</option>
              <option value="Virgin Islands, U.S.">Virgin Islands, U.S.</option>
              <option value="Wallis and Futuna">Wallis and Futuna</option>
              <option value="Western Sahara">Western Sahara</option>
              <option value="Yemen">Yemen</option>
              <option value="Zambia">Zambia</option>
              <option value="Zimbabwe">Zimbabwe</option>
              <option value="Åland Islands">Åland Islands</option>
            </select>
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        <div class="gfield_description gfield_consent_description" id="gfield_consent_description_6_19"><strong>Salesforce 2023 Sales Enablement Package by Cypress Learning Solutions, Inc.<br><br>Terms &amp; Conditions</strong><br> Payment is
          required to proceed with work.<br>
          <br>
          <strong>Refund policy</strong> — Services will be billed in full upon signature and payment authorization provided via this webform. Prepaid services will be held as credit by Cypress Learning Solutions, Inc. Actual work performed will be
          billed against credit, not to exceed the purchased quantity. Cypress Learning Solutions will issue statements documenting actual work performed and balance of credit remaining. Unused credit balance of prepaid services is not refundable and
          will expire one year from the date of execution of this form.<br>
          <br>
          <strong>Delivery policy</strong> — Cypress workshops, discovery and products are delivered electronically via email, shared documents or within your Salesforce instance. We will not retain work products and they may be removed from our
          servers after 30 days post delivery.<br>
          <br>
          <strong>OUT OF SCOPE</strong> — While your Consultant may cover these topics and processes in workshop sessions. The following are considered <strong>Out of Scope</strong> for this enablement package:<br>
          <ul><br>
            <li>Data Migrations/Imports/Exports: Cypress Learning Solutions does not own your data, or data processes and is not responsible for your quality of data. Data migrations and/or importing, maintenance, manipulation or management of sales
              data of any kind is considered out of scope for this project.</li><br>
            <li>Automations, Integrations, Flows: This engagement does not include management, development or otherwise of enhancements to Salesforce including: process improvements using flows, automations, custom code nor development or management
              of Apex triggers, classes or other custom processes outside of Salesforce's standard architecture.</li><br>
            <li>This package includes up to 25 workshop hour sessions with a Salesforce CRM Consultant provided by Cypress Learning Solutions, Inc. Sessions may be recorded and shared at the request of the Client. Any Other promises, services,
              support requests, or assistance outside of the time duration or allocated working sessions are not included with this package and are considered <strong>out of scope</strong> for this enablement package.<br>
            </li>
          </ul><br>
          <br>
          <strong>Recruiting/Hiring Cypress Employees</strong> - If Client Converts a Cypress Learning Contractor to full time employment (scheduled to work 40 hours or more per week), Client shall pay to CYPRESS LEARNING a Conversion Fee calculated
          as a percentage of the Total Compensation, as follows:<br> $49,999 or less Minimum fee of $12,500,<br> $50,000 - $74,999 25%,<br> $75,000 - $99,999 30%,<br> $100,000 - $149,999 35%,<br> $150,000+ 37.5%, 1.2 If Client Converts a Contractor
          to part time employment (scheduled to work less than 40 hours per week) or as a contractor, consultant or other similar arrangement, the Conversion Fee shall be the higher of (a) the bill rate set forth in the Assignment Schedule applicable
          to the Contractor multiplied by 500 (i.e. approximately 3 months of work) or (b) if Client and CYPRESS LEARNING have not executed an Assignment Schedule applicable to the Contractor, the actual hourly amount or rate Client will pay or has
          paid Contractor for services, multiplied by 500.<br>
          <br> 1.3 Client shall owe CYPRESS LEARNING the Conversion Fee if (a) Client’s affiliate, (b) Client’s customer for whom Contractor worked for or with during an Assignment or (c) a third party to whom Client (1) referred Contractor or (2)
          disclosed Contractor’s information to, Converts the Contractor as if Client itself had Converted the Contractor. If Client identifies a risk of Conversion as described in this subsection, CYPRESS LEARNING recommends that Client include the
          terms and conditions of this Section in its contract(s) with such third-party/parties to mitigate, recoup or offset the cost of a possible Conversion Fee from such third party.<br>
          <br> 1.4 For the purposes of this Section, Contractor and Conversion expressly include any business entity in which Contractor, directly or indirectly, owns a financial interest, that has engaged Contractor under a contracting, consulting,
          or another similar arrangement or that employs Contractor.<br>
          <br> 1.5 Client’s payment of a Conversion Fee to CYPRESS LEARNING on account of a particular Contractor shall not limit, eliminate or affect Client’s obligation to pay all Fees and amounts due to CYPRESS LEARNING hereunder, including hours
          worked by Contractor before and up to the date CYPRESS LEARNING receives the full amount of the applicable Conversion Fee.<br>
          <br>
          <br>
          <strong>Mutual Indemnification </strong> - Each Party shall indemnify, defend and hold harmless the other Party from liability to third parties directly related to any claims, demands, investigations, judgments, damages, fines, costs and
          expenses (collectively, a “Claim” ) arising from the gross negligence, willful misconduct, fraud or violation of applicable law by the indemnifying Party, except to the extent that the Claim arises from any act or omission of the other
          Party or its customers, and their respective employees, agents, contractors or subcontractors. Client’s obligation to indemnify hereunder shall apply equally to Cypress Learning, if applicable, except to the extent that the Claim arises
          from any act or omission of Cypress Learning.<br>
          <br>
          <br> View Privacy Policy <a href="https://cypress.services/payment-portal/privacy-policy-2/" target="blank">Here: https://cypress.services/payment-portal/privacy-policy-2/</a>
        </div>
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Cypress, a Registered Salesforce Partner
 * Home
 * Pardot (MCAE) Services
   * Pardot (MCAE) Selective Sync
 * Salesforce Services
   * 2023 Salesforce Enablement Package
 * Upcoming Events
 * Customer Stories

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2023 SALESFORCE ENABLEMENT PACKAGE


PRIVATE SALESFORCE WORKSHOPS & TRAINING FOR YOUR SALES TEAM.

The 2023 Salesforce Enablement by Cypress Learning Solutions is a package
developed for sales teams using Salesforce.

Our team of experienced Salesforce professionals can help your team with:

 * Aligning team members to a clear vision of 2023 Salesforce goals & objectives
 * Gathering feedback from users, auditing your current processes and
   identifying bottlenecks to improve current sales processes
 * Delivering personalized Salesforce training & workshop sessions for team
   Admins, Sales users & Managers.

Now is the time to define your Sales culture for the year ahead. This engagement
is designed to help Sales Teams with alignment and optimizing processes within
the Salesforce Platform.

This Salesforce enablement package includes hands-on consultation & covers
topics that have been defined as mission-critical initiatives by sales leaders,
according to forbes.

 * Sales Readiness & Process Alignment
 * End-User Training, Feedback & Enablement
 * Salesforce Advisory & Best Practices

Purchase Enablement
Salesforce 2023 Enablement Package
by Cypress Learning Solutions ×



* FOR A LIMITED TIME ONLY, USE PROMOCODE ENABLEMENT2023 and save 30%! (Save over
$3,000)

Purchase this Enablement Package before November 10, 2022 and receive 2
Complimentary passes to Our November 3-day Salesforce Admin Bootcamp.
– SPACE IS LIMITED!


PHASE 1: DISCOVERY

Key Objectives: Executive alignment meetings with Sales Leadership, System
Admins & End-Users to understanding current status of your Salesforce Org.

Discovery Workshops

 1. Project/Kick-off: Define your Vision
 2. System Architecture Overview
 3. Salesforce Admin Feedback Session
 4. Sales Leadership Feedback Session
 5. End-User Feedback Session

CRM Assessment: Completed CRM Workbook Delivered & Uploaded to Project
Management Portal.

Typical Project Timeline: 1-2 Weeks


PHASE 2: WORKSHOPS & OPTIMIZATION

Key Objectives: Active working sessions within your Salesforce Org. Defining the
user Interface; streamlining page layouts and improving processes.

System Admin Working Sessions (Workshops):

 * Lead Intake & Qualification Processes
 * Implementing Sales Processes & Paths
 * Salesforce Lightning Best Practices
 * Security Settings Review
 * Page Layouts
 * Reporting & Dashboards

*Our team may require Temporary Admin Access to your Salesforce Account to
complete this Phase.

Typical Project Timeline: 2-3 Weeks


PHASE 3: TRAINING & ENABLEMENT

Key Objectives: Live Instruction your your Salesforce Users & Admins,
establishing best practices for using your new & improved Salesforce Org.

User Enablement Sessions (Training):

 * System Navigation
 * Working with Page Layouts
 * Best Practices
 * Basic system Architecture
 * Lightning Features Overview
 * Data Validation & Management

**Recordings are available and make great on-boarding videos for future users!

Typical Project Timeline: 1 Week


2023 Sales Enablement Package Includes:
 * 5 Week Engagement with our Award-winning CRM Sales & Marketing Consulting
   Team
 * Dedicated Project/Account Success Manager
 * Personalized Project Management Portal
 * Salesforce System Assessment & Audit
 * October 2022 ONLY: 2 Passes to Cypress Learning 3-day Salesforce Admin
   Bootcamps

Consulting Services
 * Private 1:1 Workshops with a Dedicated Salesforce Sales Enablement Consultant
 * 5 Hour Discovery/Assessment Workshops
 * 10 Hour Sales Enablement Team Workshop
 * 10 Hour System Security & Alignment Team Workshop
 * Salesforce System Assessment & Audit


* LIMITED TIME ONLY, USE PROMOCODE ENABLEMENT2023 and save 30%! (Save over
$3,000)


2023 SALESFORCE ENABLEMENT PACKAGE BY CYPRESS LEARNING

Salesforce Enablement Package by Cypress Learning purchase order form. Purchase
is required for all project approvals.
Name(Required)
First Last
Phone(Required)

Email(Required)

Company(Required)

Website

Current Cypress Customer?
Yes
No
How Many Salesforce Users in your Org?
1-56-20>20Uncertain
Salesforce Sales Enablement Package
Price:
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Cardholder Name
Billing Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code
AfghanistanAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntarcticaAntigua
and
BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBoliviaBonaire,
Sint Eustatius and SabaBosnia and HerzegovinaBotswanaBouvet IslandBrazilBritish
Indian Ocean TerritoryBrunei DarussalamBulgariaBurkina FasoBurundiCabo
VerdeCambodiaCameroonCanadaCayman IslandsCentral African
RepublicChadChileChinaChristmas IslandCocos IslandsColombiaComorosCongoCongo,
Democratic Republic of theCook IslandsCosta
RicaCroatiaCubaCuraçaoCyprusCzechiaCôte d'IvoireDenmarkDjiboutiDominicaDominican
RepublicEcuadorEgyptEl SalvadorEquatorial
GuineaEritreaEstoniaEswatiniEthiopiaFalkland IslandsFaroe
IslandsFijiFinlandFranceFrench GuianaFrench PolynesiaFrench Southern
TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuernseyGuineaGuinea-BissauGuyanaHaitiHeard
Island and McDonald IslandsHoly SeeHondurasHong
KongHungaryIcelandIndiaIndonesiaIranIraqIrelandIsle of
ManIsraelItalyJamaicaJapanJerseyJordanKazakhstanKenyaKiribatiKorea, Democratic
People's Republic ofKorea, Republic ofKuwaitKyrgyzstanLao People's Democratic
RepublicLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacaoMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall
IslandsMartiniqueMauritaniaMauritiusMayotteMexicoMicronesiaMoldovaMonacoMongoliaMontenegroMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNew
CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorth
MacedoniaNorthern Mariana IslandsNorwayOmanPakistanPalauPalestine, State
ofPanamaPapua New GuineaParaguayPeruPhilippinesPitcairnPolandPortugalPuerto
RicoQatarRomaniaRussian FederationRwandaRéunionSaint BarthélemySaint Helena,
Ascension and Tristan da CunhaSaint Kitts and NevisSaint LuciaSaint MartinSaint
Pierre and MiquelonSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and
PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSint
MaartenSlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth Georgia and the
South Sandwich IslandsSouth SudanSpainSri LankaSudanSurinameSvalbard and Jan
MayenSwedenSwitzerlandSyria Arab RepublicTaiwanTajikistanTanzania, the United
Republic ofThailandTimor-LesteTogoTokelauTongaTrinidad and
TobagoTunisiaTurkmenistanTurks and Caicos IslandsTuvaluTürkiyeUS Minor Outlying
IslandsUgandaUkraineUnited Arab EmiratesUnited KingdomUnited
StatesUruguayUzbekistanVanuatuVenezuelaViet NamVirgin Islands, BritishVirgin
Islands, U.S.Wallis and FutunaWestern SaharaYemenZambiaZimbabweÅland Islands
Country

Terms & Conditions(Required)
Salesforce 2023 Sales Enablement Package by Cypress Learning Solutions, Inc.

Terms & Conditions
Payment is required to proceed with work.

Refund policy — Services will be billed in full upon signature and payment
authorization provided via this webform. Prepaid services will be held as credit
by Cypress Learning Solutions, Inc. Actual work performed will be billed against
credit, not to exceed the purchased quantity. Cypress Learning Solutions will
issue statements documenting actual work performed and balance of credit
remaining. Unused credit balance of prepaid services is not refundable and will
expire one year from the date of execution of this form.

Delivery policy — Cypress workshops, discovery and products are delivered
electronically via email, shared documents or within your Salesforce instance.
We will not retain work products and they may be removed from our servers after
30 days post delivery.

OUT OF SCOPE — While your Consultant may cover these topics and processes in
workshop sessions. The following are considered Out of Scope for this enablement
package:

   
   
 * Data Migrations/Imports/Exports: Cypress Learning Solutions does not own your
   data, or data processes and is not responsible for your quality of data. Data
   migrations and/or importing, maintenance, manipulation or management of sales
   data of any kind is considered out of scope for this project.
   
   
 * Automations, Integrations, Flows: This engagement does not include
   management, development or otherwise of enhancements to Salesforce including:
   process improvements using flows, automations, custom code nor development or
   management of Apex triggers, classes or other custom processes outside of
   Salesforce's standard architecture.
   
   
 * This package includes up to 25 workshop hour sessions with a Salesforce CRM
   Consultant provided by Cypress Learning Solutions, Inc. Sessions may be
   recorded and shared at the request of the Client. Any Other promises,
   services, support requests, or assistance outside of the time duration or
   allocated working sessions are not included with this package and are
   considered out of scope for this enablement package.
   



Recruiting/Hiring Cypress Employees - If Client Converts a Cypress Learning
Contractor to full time employment (scheduled to work 40 hours or more per
week), Client shall pay to CYPRESS LEARNING a Conversion Fee calculated as a
percentage of the Total Compensation, as follows:
$49,999 or less Minimum fee of $12,500,
$50,000 - $74,999 25%,
$75,000 - $99,999 30%,
$100,000 - $149,999 35%,
$150,000+ 37.5%, 1.2 If Client Converts a Contractor to part time employment
(scheduled to work less than 40 hours per week) or as a contractor, consultant
or other similar arrangement, the Conversion Fee shall be the higher of (a) the
bill rate set forth in the Assignment Schedule applicable to the Contractor
multiplied by 500 (i.e. approximately 3 months of work) or (b) if Client and
CYPRESS LEARNING have not executed an Assignment Schedule applicable to the
Contractor, the actual hourly amount or rate Client will pay or has paid
Contractor for services, multiplied by 500.

1.3 Client shall owe CYPRESS LEARNING the Conversion Fee if (a) Client’s
affiliate, (b) Client’s customer for whom Contractor worked for or with during
an Assignment or (c) a third party to whom Client (1) referred Contractor or (2)
disclosed Contractor’s information to, Converts the Contractor as if Client
itself had Converted the Contractor. If Client identifies a risk of Conversion
as described in this subsection, CYPRESS LEARNING recommends that Client include
the terms and conditions of this Section in its contract(s) with such
third-party/parties to mitigate, recoup or offset the cost of a possible
Conversion Fee from such third party.

1.4 For the purposes of this Section, Contractor and Conversion expressly
include any business entity in which Contractor, directly or indirectly, owns a
financial interest, that has engaged Contractor under a contracting, consulting,
or another similar arrangement or that employs Contractor.

1.5 Client’s payment of a Conversion Fee to CYPRESS LEARNING on account of a
particular Contractor shall not limit, eliminate or affect Client’s obligation
to pay all Fees and amounts due to CYPRESS LEARNING hereunder, including hours
worked by Contractor before and up to the date CYPRESS LEARNING receives the
full amount of the applicable Conversion Fee.


Mutual Indemnification - Each Party shall indemnify, defend and hold harmless
the other Party from liability to third parties directly related to any claims,
demands, investigations, judgments, damages, fines, costs and expenses
(collectively, a “Claim” ) arising from the gross negligence, willful
misconduct, fraud or violation of applicable law by the indemnifying Party,
except to the extent that the Claim arises from any act or omission of the other
Party or its customers, and their respective employees, agents, contractors or
subcontractors. Client’s obligation to indemnify hereunder shall apply equally
to Cypress Learning, if applicable, except to the extent that the Claim arises
from any act or omission of Cypress Learning.


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