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

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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

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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

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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

TrailQuest helped us building our Pardot system. They know Pardot inside out and were very helpful, especially with setting up our third-party connectors and nurturing campaigns.

You dont meet someone of TrailQuest's caliber that often. They are an absolute pleasure to work with already on two Salesforce Pardot implementations. On the last project they were called onboard and came to the rescue, quickly assessing our company requirements with great consultation and translating this into a solid Pardot configuration with account based marketing that integrates nicely with our Sales Cloud processes. On top of being extremely professional and dedicated to provide the best, I always enjoy meeting with them.