Through a 4 step process, we deploy a fully functional system that provides you with the tools to get started using Salesforce.
If you’re new to the cloud and CRM, our consultant will guide you through the process, delivering a system in-line with Salesforce best practice. If you are already using CRM, your business processes will be reviewed on how best to optimise them using Salesforce.
5 Day Quick Start
Launch into the Cloud rapidly with a core Sales Cloud system deployment
10 Day Quick Start
Extend and customise your Sales Cloud instance for campaign and opportunity management
During the Quick Start programme your Salesforce instance can be enhanced with additional features.
These advanced functions allow you to further optimise your Salesforce deployment to your individual businesses.
These customisations are bespoke to your organisation, delivered on a time and materials basis.
Some additional features include:
• Data Migration: Test migration, mapping files, full migration
• Integration: Connecting Salesforce with apps or existing business systems
• Workflow Rules: Email alerts, field updates, or task automation
• Additional Reports & Dashboards: Custom consoles, views & dashboards for company specific functions
• Custom Code: Additional development to introduce new functionality to the platform
Download the .pdf to learn more about our range of Quick Start Packages, and a member of our team will get in touch.
We offer Quick Starts for:
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