Are you new to salesforce ?

quickstart implementation

Are you new to Salesforce? We offer an affordable QuickStart package that is perfectly designed to get you up and running in a short time, and on a limited budget.

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40 Hours

Scope of Project

price

$5500

Fixed Fee

How we do it ?

The following are the steps in our process

1
discoveryDiscovery Session

We will facilitate requirements gathering sessions to learn about your business and its unique processes. We’ll uncover and document what information you’d like to capture and track in Salesforce, and finalize the key performance metrics that you will need to report on.

2
configurationConfiguration

Once we’ve understood your business, we will configure Salesforce accordingly. The QuickStart package will include configuring the following components.

3
ReportsReports and Dashboards

Once the configuration is complete, we will create up to 10 reports and 1 dashboard that will help you track your performance, key metrics (KPIs), and operational trends to enable better decision making.

4
training DocumentationCreate Training Scripts

We will create training documentation focused on your business processes using screenshots from your configured Salesforce instance. The documentation can be kept as a reference and be used to train new employees.

5
UsertrainingDeliver End User Training

We will provide user training on the configured Salesforce instance to drive adoption and guide your team to success. A video recording of the conducted training session will be shared for future use. Participants will have hands-on exercises to reinforce business processes and drive adoption.

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