Salesforce
QuickStarts

We created this introductory program to help companies who just purchased Salesforce and are looking to get setup on the platform quickly.

Quickstart Benefits

Quick and easy implementation service with a tailored setup and expert guidance
Reporting and dashboards that show key performance indicators (KPI’s)
1-year roadmap to help your organization create a long-term strategic vision
Customized end-user training to drive adoption
Establishing a professional relationship with a 5-Star rated partner for ongoing development/customization
Previous
Next

Quickstart Process

Kick-Off & Discovery
Kick-Off & Discovery
Requirements Gathering
Requirements Gathering
Configuration
Configuration
User Acceptance
User Acceptance
User Training
User Training
Go-Live!
Go-Live!
What we offer

QuickStart Solutions

Team up with a leading global partner to maximize the value of your software

  • User Setup which will include the creation of profiles and role hierarchy
  • Home page setup of key reports and upcoming tasks
  • Configuration of Lead, Account, Contacts, and Opportunities
  • Single Lead process optimization
  • Single Opportunity process optimization
  • Single workflow to demonstrate the power of the platform
  • Analytics setup with 6 reports and 1 dashboard
  • Training for End Users
  • Configure Accounts and Contacts
  • Set up email to case and web to case
  • Set up Case Assignment and Case Queue
  • Configure Service Cloud Console including all components, lists, buttons or quick action links
  • Set up email sync with Outlook or Gmail
  • Configure Email Templates
  • Creation of Key Reports and Dashboards
  • End User Training
  • Discovery with Internal Stakeholders
  • Design Quote Process using Best Practices
  • Product Setup and Configuration
  • Product Bundles / Volume Tiered Pricing Options
  • Basic Pricing Rules
  • Discounts and Approvals
  • Quote Document Generation
  • Contract Setup with Terms and Conditions
  • Creation of Key Reports and Dashboards
  • Training for End Users
  • Set Up Custom Community URL
  • Company Branding
  • Display up to four tabs, two components, and one audience
  • Set up User profiles to guarantee data accuracy
  • Object & Field Level Security
  • Set up Community pages for up to 2 Standard and Custom objects
  • Set up a self help Knowledge area
  • Configure chatter for customers and partners
  • Training for End Users
  • Discovery with Internal Stakeholders
  • Configure households for marketing and reporting
  • Setup contacts to manage individual client goals, objectives, and timelines
  • Configure opportunities for deal-tracking so you can manage your pipeline in detail
  • Setup the financial account record to allow for tracking of daily balances, NAV, asset class, and other information.
  • Creation of Key Reports and Dashboards
  • Training for End Users

Schedule a Call

Let's talk:

Book A Meeting
Book A Meeting