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
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Quickstart Process

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

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