What is a Salesforce QuickStart package?
A pre-configured implementation solution is provided to help your organizations quickly set up and start using the Salesforce platform.
These packages are aimed at getting businesses up and running with key Salesforce functionalities in a short amount of time. The goal of a QuickStart package is to accelerate the deployment process, reduce the complexity of the initial setup, and provide you with the essential tools and training you need to start leveraging Salesforce products effectively.
The Quick Start Package typically includes:
Pre-built configurations designed to align with common business processes.
Basic customization to fit the specific needs of the organization.
Basic training to help users get started with the Cloud features.
Guidance on best practices for using the cloud as per your requirements.
Assistance with migrating existing data into Salesforce.
Our Salesforce QuickStart Delivery Model
Our 8-step delivery model to get you up to speed with Salesforce QuickStart packages and improve the efficiency of your existing processes.
Understand the business processes and requirements to identify the key functionalities needed from Salesforce.
Set up standard objects and customize fields and page layouts according to business needs.
Migrate existing data into Salesforce using data import tools or third-party migration tools.
Configuring user profiles, roles, and permissions. Customizing page layouts and record types to match your business processes.
Provide training sessions for end-users and administrators to ensure they understand how to use Salesforce effectively.
Conduct thorough testing of the configured Salesforce instance to ensure that it meets your organization's requirements and functions as expected.
Provide ongoing support and maintenance for the Salesforce instance to address any user questions or issues that are flagged by your team.
Book a free consultation call today with our certified experts and get started with your Salesforce Quickstart journey.
Our plan includes all communications with a dedicated POC/Salesforce expert. This ensures complete ownership and one stakeholder.
All resources deployed are Certified Salesforce experts with proven experience on Sales Cloud implementation. With proper certification retentions.
Log submission of total hours completed on implementation with tasks completed and WIP for the entire engagement.
Our experts will ensure that your Sales team is hands on and confident on using Sales Cloud. Setup automated reporting as per your requirements.
Enable dashboards that showcase your region-wise oppurtunities, leads and closures. Gives you an overall picture of the Sales function per region.
Our experts go the extra mile by extending post Go-live support as part of our starter pack. praising pain was born and we will give you complete account of the system the actual teachings of the great explorer.
Sales Cloud
Quick Start
Focuses on setting up the core features including lead, opportunity, account, and contact management.
Service Cloud
Quick Start
Tailored to quickly implement functionalities such as case management, email-to-case, service console setup, and knowledge base initialization.
Salesforce CPQ
Quick Start
Streamline your Configure, Quote and Price processes for your Products and services.
Experience cloud
Quick Start
It includes basic customization, user roles setup, and initial content creation to foster collaboration and engagement.
Financial Services
Cloud Quick Start
Setting up core functionalities such as client and household management, financial goal tracking, and referral management.
Non-Profit Cloud
Quick Start
It covers donor management, donation tracking, constituent relationship management, and basic reporting to support nonprofit operations.
Pardot & MCE
Quick Start
Setting up email marketing, lead scoring and grading, basic landing pages and forms, and initial training on using Pardot for marketing campaigns.