Sales Cloud

Ready to Streamline Your Sales Process, optimize operations and enhance team productivity? Our Salesforce Quick Starts for Sales Cloud Implementation is the perfect solution to get your sales team up and running quickly and efficiently.

Salesforce Quick Starts offer a comprehensive package tailored specifically for Sales Cloud, designed to accelerate the setup process and maximize your Salesforce investment. Our team of expert consultants will work closely with you to understand your unique business requirements and configure your implementation to align with your sales processes seamlessly.

Here's what our Sales Cloud Quick Start includes:

1. Setup of Standard Objects: We will configure and customize the fields within standard objects in Sales Cloud. This includes: Leads, Accounts, Contacts, Opportunities, Products and Price Books. Each object will include up to 10 custom fields, record layouts, up to 5 list views and validation rules. This ensures that your Salesforce instance reflects your business structure and captures all the essential data points.

2. Importing Contacts and Data: We understand the importance of migrating your existing contacts and data into Salesforce accurately. Our consultants will assist your team with the initial data upload through a template defined by the above process. We will then also guide you through the process using the standard import wizard (or appropriate tool) for any future bulk uploads you may need to complete on your own.

3. Email Synchronization: Efficient communication is crucial for sales success. With Sales Cloud Quick Starts, we'll help configure your email synchronization. This will allow you to seamlessly integrate your email client with Salesforce. This synchronization ensures that all email communications are automatically captured within the respective contact or lead records, enabling a comprehensive view of customer interactions.

4. Automation Templates: We know that time is of the essence for your sales team. Our experts will configure automation templates within Sales Cloud to automate routine tasks, such as lead assignment, follow-up reminders, and opportunity updates. These automation templates will save your team valuable time, enabling them to focus on what they do best—building relationships and closing deals. Together we can figure out what works best for your business and build up to 5 custom Flows to assist.

5. Reporting and Dashboards: Up to 3 Dashboards to visualize your data records for specific users or needs. We will also work to help replicate your existing key reports and highlight any new functionality. Benefits include: Data visibility, Real Time data, Forecasting and more.

6. Training: Having it set up and configured is simply not enough. Empowering your team to understand how to use it, how to create any necessary training videos and access to self learning modules is all included. Included are 3 x 60 minute remote training sessions specific for your organization.

From our initial kickoff meeting, we will start discovery to prepare the Solution Design for your approval. We will agree on key milestones, mutual deliverables and highlight our delivery process.