Salesforce Quick Start Packages
Salesforce Quick Start Packages ensure rapid, essential setup for immediate use.
Salesforce Quick Start Packages
Our salesforce quick start package is a rapid implementation of solution that helps businesses to perform their salesforce faster. The salesforce package includes core configuration, data migration, user training and support. Our Salesforce quick start packages are best for small and medium scale businesses that demand an affordable and effective way to leverage their business salesforce for sales, servicing and marketing.
What are the benefits of using our Salesforce Quick Start Packages?
- Quicker implementation, start working within few weeks
- Get proven results
- Has a fixed price engagement with clear defined scopes and deliverables
- Gets in knowledge transfer and provide best solutions
Explore Our Packages
Salesforce Sales Cloud
Sales cloud empowers sales team to work faster and smarter. By using this package, you can increase conversions, gain valuable insights and boost organisational performance. This CRM platform is designed to support sales, marketing and customer support in B2B and B2C niche. Get free consultation now.
What’s included | |
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Completion Timeline | Approximately 4 Weeks |
Project Kick Off | Project Kick Off Requirement gathering |
Leads | Setup lead objects Enable Web to lead setup Create up to 20 custom fields Modify the page to ensure an efficient layout Modify Lead process as required Edit policy and permission |
Account and Contacts | Setup Account and Contact object Create up to 20 custom fields Edit policy and permission |
Opportunity | Setup Opportunities object Create up to 20 custom fields Edit policy and permission Modify Opportunity process as required |
Automation | Create up to 5 simple Salesforce automation flows using the flow builder |
Validation | Create up to 5 validations using validation rules |
Profile | Create one user profile (sales) with custom permissions Create one manager user (sales) profile with custom permissions |
Products and price book | Setup project object adding up to 10 fields Configure Pricebook object |
User | Setup 10 users or upload 10 users from template (will be provided) |
Reports and Dashboard | Create up to 10 reports Create 1 dashboard |
Project Management | Project Management time is 10% of the overall project |
Testing | Thoroughly test each implemented feature and process |
Training | 2 hours of training included |
Boost business growth with Salesforce Sales Cloud: Enhance sales efficiency, increase conversions, and gain valuable organizational insights. Empower your sales reps to achieve better performance and drive success.
Salesforce Service Cloud
Salesforce Service Cloud is the customer relationship management platform for salesforce clients. By using this package, you can improve customer service. Get the chance to unlock the power of automation, streamlined workflow and AI-powered assistance with this service cloud package.
What’s included | |
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Completion Timeline | Approximately 4 Weeks |
Project Kick Off | Project Kick Off Requirement gathering |
Cases | Setup Case objects Create up to 20 custom fields Modify the page to ensure an efficient layout Modify Case process as required Edit permission and profile |
Capturing Cases | Implement one Email-to-case setup Implement one Web-to-case setup Configure 1- assignment rule, and up to 5 queues with routing setups |
SLA | Setup Milestones and Entitlements for SLA tracking Setup 2 Milestones to track the Case Closure and First Response milestones |
Automation | Create up to 5 simple Salesforce automation flows using the flow builder |
Validation | Create up to 5 validations using validation rules |
Profile | Create one user profile (support) with custom permissions Create one support manager profile (support) with custom permissions |
User | Setup 10 users or upload 10 users from template (will be provided) |
Reports and Dashboard | Create up to 10 reports Create 1 dashboard |
Project Management | Project Management time is 10% of the overall project |
Testing | Thoroughly test each implemented feature and process |
Training | 2 hours of training included |