Sales Cloud Quick Start

Getting started with a full CRM system has never been so simple!

Quick-Start implementations are often the best way to quickly get started with the Sales Cloud CRM. This helps to implement a major feature for optimizing business performance, and you’ll start seeing a return on your Salesforce Sales Cloud CRM investment as soon as possible!
Are you new to Salesforce CRM, or are you an existing customer that is struggling with how Salesforce is configured?
If you’re new to the cloud and CRM, initially we’ll help you to understand the core capabilities of Sales Cloud. Then, our Specialists will walk through the best practices for Sales Cloud, showing you how to setup and use Leads, Opportunities, Accounts, and Contacts.
If you are already using CRM, then your business processes will be reviewed on how best to optimize them using Salesforce. Our Certified Experts rapidly adjust and memorize your sales process, and then comprehensively customize the Sales Cloud to meet your business needs.
Core Implementation
$4000
One Month
Launch into the Cloud rapidly with a core Sales Cloud system deployment!
Business Process Workshops
Requirements List & Design Document
Salesforce Org Configuration
User Configuration, basic sharing and security
Standard Reports & Dashboards
Leads, Contacts and Accounts
Simple Validation Rules
Fields/Page Layout/List View Customization
Lead Capture from your website and automatically assigned to the right sales staff
30 Days Helpdesk Support
Extended Implementation
$7000
Two Months
Extend and customize your Sales Cloud instance for campaign and opportunity management.
Business Process Workshops
Requirements List & Design Document
Salesforce Org Configuration
User Configuration, basic sharing and security
Standard Reports & Dashboards
Leads, Contacts and Accounts
Simple Validation Rules
Fields/Page Layout/List View Customization
Lead Capture from your website and automatically assigned to the right sales staff
Record types
Campaign Setup with HTML template
Opportunity
Two Custom Workflows or Approvals
30 Days Helpdesk Support
Additional Features
  • Chatter setup
  • Create a custom branded home page
  • Custom Object Development
  • Create Quote Template & Price Book
  • Set Up 50 Products/Services
  • Outlook or Gmail Integration
  • Data Migration
  • Sales Forecasting
  • Web-to-Case and Assignment Rules
  • Sales Console
  • Advanced reports and dashboards
  • Sales Automation
Helpdesk Support
After project delivery is complete, we will provide 30 days’ free helpdesk support, including tweaks to your implementation. This ensures that you get exactly what you want, without being concerned about the meter running every time you have an issue or wish to make an adjustment.
We continue with our clients, developing long term relationships. This ensures that as your company grows and evolves, your Sales Cloud CRM implementation will too. We will handle administration, customization and configuration of the Salesforce Sales Cloud so you can focus on growing your business and doing what you love.
Let us handle this challenging part of business management, so you can utilize your personal resources better!
How it works
Discovery
Our Specialist will review with you your business and sales processes to uncover the specifics of your case.
Delivery
  • Review how Sales Cloud helps you build customer relationship.
  • A walkthrough of the value and use of the core objects in Sales Cloud
  • Leads, Opportunities, Accounts and Contacts.
  • Configure your sales stages in Salesforce with ease!
  • Learn how to use list views, page layouts, and custom fields to customize Salesforce Sales Cloud.
Outcomes
This accelerator provides you with:
  • Fast Sales Cloud ramp up to get you up and running with out-of-the-box functionality.
  • Provides you the fundamentals of customizing salesforce for successful adoption.
GOT ANY QUESTIONS?

Then contact the Salesforce team today; we’ll be happy to assist wherever we can!