Sales teams, get ready to supercharge your process! Imagine closing deals faster, tracking every opportunity seamlessly, and managing customer relationships like a pro—all without the hassle of a long, drawn-out setup. With our Sales Cloud Quick Start Package, we’ll have your Salesforce Sales Cloud up and running in no time. Our team of experts will guide you through discovery, configuration, data migration, and training.
You’ll be set up for success in tracking leads, managing opportunities, and, most importantly, sealing those deals with confidence.
- Cost -
$18,000
- Timeline -4-6 weeks
Key Benefits
- Get up and running quickly with a structured, streamlined approach
- Benefit from tailored opportunities that align with your sales processes
- Transfer key customer and sales data securely
- Ensure smooth adoption with expert training
- Build a robust system that grows with your business needs
Package Includes
Kick-Off & Discovery
Includes two interactive sessions where we dig into your sales process, define your needs, and outline key requirements. This is where we craft the perfect blueprint for your Salesforce deployment.
Reporting
We will provide ten custom reports, offering real-time insights into your sales performance and helping drive smarter decision-making.
Base Configuration & Setup
We establish up to 3 streamlined sales paths, configure person accounts and price books, and set up your accounts and contacts with approximately 20 essential fields per record to ensure a well-organized database.
Data Migration
We will securely migrate your key customer and sales data (Accounts and Contacts) into Salesforce. We also configure security settings, including one profile and permission sets, ensuring people have the proper access.
Opportunity Management
We will configure Salesforce to track your sales pipeline, win rates, competitor insights, and sales stages, giving your team the clarity they need to close deals effectively. You’ll have three customized sales processes/paths to fit your organization’s workflow.
Adoption Training
We provide UAT Support, guide you through Demo & Configuration Sessions, and conduct End-User Training so your team feels confident using Salesforce from day one.
System Configuration
We ensure everything runs smoothly with duplicate rules, international phone and address formatting, relationship tracking, activity tracking (email, tasks, calls), and page layout optimization. Plus, we spin off a partial sandbox environment so you can test configurations before launch.
Optional Add-Ons
Configure Salesforce to support marketing campaigns and lead generation.
Success Stories:
Marketing Cloud in Action
Explore our case studies to see how we’ve transformed challenges into opportunities. Each project reflects our commitment to delivering innovative, user-centric designs that drive meaningful results.
Health Care
Untangling an AMS for International Health Care Society
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