Sales Cloud Quick Start

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Getting started with a full CRM system has never been so rapid.

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.

Sales Cloud Quick Start Features

Extending your Quick Start

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

Learn more about our Quick Start Packages

Salesforce Quick Start Packages - Westbrook Services document

Quick Start Packages

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:

  • Sales Cloud
  • Service Cloud
  • Field Service
  • Community Cloud
  • Quote-to-Cash
  • Pardot
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