Sales Cloud Quick Start

Our certified consultants have completed projects in a variety of industries; this allows for quick understanding of your business needs and the translation into an automated Salesforce platform according to Salesforce’s best practices with customized standard functionalities. This ensures a cost-efficient and stable platform.

Starter

  • Org Configuration & User Setup
  • Chatter Collaboration Setup
  • Email Integration

    Includes Letterhead and Template

  • Accounts, Contacts, Leads and Opportunities Configuration

    Customizations include Custom Fields, Automation Rules (i.e. Approvals), Validation Rules, Page Layouts, etc.

  • Visualize Success with Path!
  • Web to Lead
  • Lead Assignment Rules
  • Reporting with AppExchange
  • Duplicate Management
  • .CSV Data Migration!
  • Custom Mobile Layout!
  • Technical Documentation
  • End-to-End Process Demo
  • End User Training

Plus

All of Starter +

  • Campaigns and Cases Configuration

    Customizations include Custom Fields, Automation Rules (i.e. Approvals), Validation Rules, Page Layouts, etc.

  • Web to Case
  • Case Assignment Rules
  • Custom Objects Configuration

    Customizations include Custom Fields, Automation Rules (i.e. Approvals), Validation Rules, Page Layouts, etc.

  • Products, Quotes & Contracts Configuration
  • Custom Reports & Dashboards
  • .CSV Products Migration!
  • Admin Training

Premium

All of Plus +

  • Account and Opportunity Teams
  • Control Access to Org, Objects, Fields, and Records
  • Role Hierarchies and Territories
  • Forecasting, Quotas, and Pipeline
  • Competitor Tracking
  • Advanced (Visual) Automation
  • HyperCare 1 month
Salesforce device screens

Each Quick Start Package includes:​

  • Business Analysis with Free Workshop / Health Check
  • Dedicated Point of Contact
  • Certified Admin / Consultant
  • Live Sessions with Recordings
  • Post Go-Live Support
  • Custom Training