Realize a rapid ROI with our Salesforce Quick Start.

Your business has acquired Salesforce and now you are ready to get up and running quickly. With our team you get an experienced partner with enterprise level experience and knowledge that can help you maximize the value of your investment. With our quick start bundles we offer a pre-defined project so you will know what to expect – a straightforward, fixed-fee implementation.

3 Salesforce Quick Start options.

We have created quick start options that are targeted for companies with less than 5-10 users for both Enterprise and Professional Editions.

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ANALYSIS & DESIGN

  • Dedicated implementation project manager
  • Project kickoff and discovery call
  • Customized implementation plan
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CONFIGURATIONS

  • Configuration of Leads, Accounts, Contacts and Opportunities
  • Configuration of validation rules and workflows
  • Setup reports and dashboards
  • Agile review and updates of Salesforce
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DATA MIGRATION

  • Migration of Leads, Accounts and Contact from .CSV templates
  • Review of migrated data to Salesforce
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USER TRAINING

  • Salesforce user training and review
  • Follow-up Q&A session for all users

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