Salesforce Quick Start for New Impementations
Thinking of setting up Salesforce?
Our team will work with you understand your strategy and business requirements.
We will develop a Salesforce implementation plan that turns ideas into concrete results.
What’s included in the Quick start package?
The focus is on getting Sales Cloud up and running as quickly as possible for your business. We will set up custom fields on account, contact, lead and opportunity. Custom objects as needed. A dashboard with 10 custom reports. Several automated flows as needed.
Will you migrate data from our old system into Salesforce?
Getting historic data into Salesforce is an important part of a new Salesforce implementation and we can get your data into Salesforce. The data import is included when the data is clean and a simple import. More complex cases will be addressed on case by case basis.
How long does it take to set up Salesforce
The typical quick starts takes about 3 months.
Contact us to learn how we can help your organization jump start use of Salesforce.