Salesforce Quick Start Package

Our quick start package is a Salesforce implementation program that focuses on strategic planning and critical functionality, custom platform configurations, training and best practices required to make the most of your investment.

The Package Includes:

  • One 2-hour session with our Salesforce Consulting Expert*
  • Introduction to the Salesforce platform and capabilities
  • Review your business processes
  • User Setup
  • Basic Sharing & Security
  • Page layouts for standard objects**
  • Custom fields (50/org)**
  • Custom Reports (3)
  • Custom Dashboard (1)
  • Enabling Salesforce1 mobile application
  • Data import***
  • End-user training (2 hrs.)*
  • Follow-up session (1 hr. virtual meet)

30 day trial

Please contact us today to start your free 30 day trial of Salesforce

Need Additional Services?

The package is designed to get you using Salesforce quickly. Depending on your Salesforce edition, there may be functionality features that require additional configuration and/or installation of third-party applications. These factors will be discussed during the introductory session.

*Session can be on-site or remote depending on timing and location
**Objects includes: Leads, Accounts, Contacts and Opportunities
*** Import-ready, single sheet CSVs or Excel files for Leads, Accounts, Contacts, and Opportunities