Salesforce Quickstart Packages

Get your business up & running quickly with Salesforce

A Salesforce Quickstart is a limited engagement implementation that focuses on key planning and decision making, standard and custom configurations and essential training for companies who want to start working with Salesforce as quickly as possible. Quickstart Packages are great for individual departments or small sales & customer services teams who want to get the most out of their Salesforce experience from day one. 

  • Small to medium-sized businesses who are looking for quick deployment and want to get started with Salesforce as soon as possible.
  • Designed for essentials, professional and enterprise editions of Salesforce.
  • Fast implementation – get up and running in a few, short weeks.
  • Proven results.
  • Fixed price engagement with a clearly defined scope and set of deliverables.
  • Knowledge transfer and best practices.
  • A roadmap to help your business meet management needs.
  • Guidance and expertise on how to best leverage Salesforce to support your business processes and avoid costly mistakes.
  • Implementation of best practices around usability and data quality.
  • Customized end-user training with hands-on examples that encourage user adoption.
  • Reporting and analytics that provide visibility into your key performance indicators (KPIs).
  • A scalable Salesforce foundation.

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
Completion Time
2 weeks
Price
$10,000
Team
1 Consultant
1 SF Dev
1 PM
1 QA Specialist

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.
Completion Time
2 weeks
Price
$10,000
Team
1 Consultant
1 SF Dev
1 PM
1 QA Specialist

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