Quick starts

Sales Cloud QuickStart

Price: $2999, Duration: 4 Weeks

Project Kickoff and Business Process Reviews

  •  We’ll review the project plan for implementation, introduce you to our team of experts, and request access to your Salesforce org.

Lead Personalization

  • We’ll personalize leads in Salesforce to ensure you’re recording and qualifying prospects fast and efficiently.

Account Configuration

  • We’ll configure accounts for documenting information related to businesses, households, organizations, or agencies involved in the sales process.

Contact Customization

  • We’ll customize contacts for managing the personal and relevant details needed to make sales happen.

Opportunity Configuration

  • We’ll configure opportunities for tracking your sales and potential sales pipeline, win rates, competitors, and sales stages for ease of reporting.

Salesforce Training

  • We’ll perform a custom, one-hour webinar data import training session to train on importing leads, accounts, and contacts in Salesforce.

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