Quick Start Implementations

Are you new to Salesforce? We offer an affordable QuickStart package that is perfectly designed to get you up and running in a short time, and on a limited budget.

The following are the steps in our process:

Discovery Session

We will facilitate requirements gathering sessions to learn about your business and its unique processes. We’ll uncover and document what information you’d like to capture and track in Salesforce, and finalize the key performance metrics that you will need to report on.


Once we’ve understood your business, we will configure Salesforce accordingly. The QuickStart package will include configuring the following components.

  • Salesforce Org & Users
  • Product & Services Setup
  • Automated Workflows

  • Lead Capture & Management
  • Quote & Opportunity Management
  • Marketing Campaign Management

  • Account & Contact Management
  • Activities (Tasks, Events & Email)
  • Email Integration

Create Reports and Dashboards

Once the configuration has been completed, we will create reports and dashboards that will help you track your performance, spot the key trends of your business and enable better decision making.

Create Training Documentation

We will create training documentation focused on your business processes using screenshots from your configured Salesforce instance. The documentation can be kept as a reference and be used to train new employees.

End User Training

We will provide user training on the configured Salesforce environment to guide your team to success. Participants will have hands-on exercises to reinforce business processes and drive adoption.