Salesforce Quickstart Packages
Get your business up & running quickly with Salesforce
Quickstart packages are fixed-price, fixed-scope Salesforce setups for small and midsize businesses, single departments, or small sales and service teams. You get a working system configured for how you sell or support customers, your data loaded, and your team trained, in about two weeks once your data is ready.
Small and midsize businesses, departments, or teams starting on Salesforce Starter, Professional, or Enterprise edition who want to be up and running quickly without a long project.
- Up and running in about two weeks from kickoff, once your data is ready
- A fixed price and a clearly defined scope, so you know what’s included before we start
- Configuration based on Salesforce best practices
- Training and handoff so your team can manage the basics
- A short assessment and rollout plan
- Configuration of the core objects your team uses
- Your data imported from spreadsheets or your old system
- Starter reports and dashboards
- A 90-minute training session for your team
Clean, client-provided import files are assumed; additional data cleanup is quoted separately.
Explore the Packages
Sales Cloud Quickstart
Description
Sales Cloud is designed to drive business growth by empowering sales reps to work faster and smarter. Convert more leads, close more deals, and understand the health of your entire organization.
Key Benefits
- A robust Salesforce solution tailored to your business in a short period of time.
- Comprehensive 360 degree view of your customer’s data across your company.
- Drive automation on time-consuming tasks and take the burden off your team’s shoulders.
- Enhance the communication among your team members and close deals faster.
- Improved analytical data and reporting.
What’s Included
Assessment:
- Comprehensive solution design.
- Roll-out plan.
Configuration:
- Configure Leads: record types, up to 10 custom fields, validation rules, lead conversion mappings, layouts, up to 5 list views.
- Configure Accounts: record types, up to 10 custom fields, validation rules, layouts, up to 5 list views.
- Configure Contacts: record types, up to 10 custom fields, validation rules, layouts, up to 5 List views.
- Configure Opportunities: up to 5 sales process, record types, up to 20 custom fields, validation rules, layouts, up to 5 list views.
- Up to 5 Workflows for improving business processes automation.
- Quality Assurance to validate your unique business needs.
- Data import for Leads, Accounts, Contacts, Products with predefined CSV format.
- Up to 3 Dashboards to visualize different KPIs at different levels, including required source reports.
Training Session
- One complimentary 90min remote training session
2 weeks from kickoff, once data is ready
$10,000
A certified Salesforce consultant
Service Cloud Quickstart
Description
Service Cloud is the ultimate platform for customer service and support, allowing you to save time by automating service processes, and supporting agents with AI-powered predictions.
Key Benefits
- Provide excellent customer care and increase your customer retention.
- Increase service agent efficiency and decrease support costs.
- Intelligently assign the best-suited agent to each inquiry.
- Prioritize cases correctly based on priority and the scope of the work.
- Seamlessly share service and support information across all departments.
- Stay on top of the latest trends and news in customer support.
What’s Included
Assessment:
- Comprehensive solution design
- Roll-out plan
Configuration:
- Configure Leads: record types, up to 10 custom fields, validation rules, lead conversion mappings, layouts, up to 5 list views.
- Configure Accounts: record types, up to 10 custom fields, validation rules, layouts, up to 5 list views.
- Configure Contacts: record types, up to 10 custom fields, validation rules, layouts, up to 5 list views.
- Configure Cases: up to 5 support processes, record types, up to 10 custom fields, validation rules, layouts, up to 5 list views.
- Configure case contact roles, case team roles, and predefined teams.
- Configure case queues, case assignment rules, auto-response rules, and case escalation rules.
- Configure email template for cases-related communication.
- 5 Automated Workflows for improving business processes.
Training Session
- One complimentary 90min remote training session.
2 weeks from kickoff, once data is ready
$10,000
A certified Salesforce consultant