Accelerated Salesforce Implementations to get You Up and Running

Get Up and Running with Salesforce

Boost your customers’ success with our Salesforce Quick Start packages, tailored to swiftly integrate companies into the Salesforce ecosystem through our accelerated implementation process.

SALESFORCE

QUICK START

By focusing on key feature configurations and training, our Quick Start service implementations are designed to fast-track the setup and customization of your Salesforce org, ensuring you maximize the benefits of the platform in the shortest time possible.

Every projects comes with…

  • 2 dedicated Salesforce consultants
  • Custom reports and dashboards
  • 2 hours of initial project discovery
  • Standard object customizations
  • 4 dedicated hours of training
  • One primary business process analysis

Your Project Team

Our dedicated project team is handpicked for your customer’s Salesforce implementation. This approach enables focused attention to business needs and accelerates the implementation process.

  • Consultant – Provides the overall project strategy and maintains alignment with business, ensuring system adoption
  • Salesforce Admin – Builds and implements Salesforce features based on requirements and best practices
  • Project Manager – Manages team progress, tasks, and communications, keeping projects on time and on budget
  • Architect – Directs technical approaches and integrations, maximizing business value with a low cost of ownership

Certifed Pros

Elevate your customers’ Salesforce experience with our certified professionals, backed by years of industry expertise and a track record of success.

      

SALES Cloud

Starts at $4,000 1-3 Week Timeline

Transform sales processes and elevate team performance with a unified platform for managing leads, opportunities, and customer relationships.

Included Standard Objects

  • Opportunity – 10 custom fields, 5 list views, 2 page layouts, 2 record types, 2 sales processes, 2 validation rules
  • Lead – 10 custom fields, 5 list views, 2 page layouts, Lead conversion mapping, 2 validation rules
  • Account – 10 custom fields, 5 list views, 3 record types, 3 page layouts, 1 duplicate rule, 1 validation rule
  • Contact – 10 custom fields, 5 list views, 2 record types, 2 page layouts, 1 duplicate rule, 1 validation rule

Included Business Process Details

  • Validation Rules (field entry / cannot proceed or close unless specific data is populated)
  • 2 Quick actions on core objects
  • 2 Profiles, 3 tiers of Role Hierarchy

Service Cloud

Starts at $4,700 1-3 Week Timeline

Boost team productivity, cultivate strong customer relationships, and deliver exceptional customer experiences with the Salesforce Service platform.

Included Standard Objects

  • Case – 10 custom fields, 5 list views, 2 page layouts, 2 record types, 2 Support Processes, 2 validation rules, 5 work queues, Email templates (training / deliver 5), Basic sharing model for case access
  • Account – 10 custom fields, 5 list views, 3 record types, 3 page layouts, 1 duplicate rule, 1 validation rule
  • Contact – 10 custom fields, 5 list views, 2 record types, 2 page layouts, 1 duplicate rule, 1 validation rule

Included Business Process Details

  • Validation Rules (field entry / cannot proceed or close unless specific data is populated)
  • 2 Quick actions on core objects
  • 2 Profiles, 3 tiers of Role Hierarchy

Experience Cloud

Starts at $6,000 1-3 Week Timeline

Create engaging, customized community portals that foster collaboration and interaction among customers, partners, and employees.

Choose Your Experience Cloud Solution

  • Account Portal – Safe, secure place for customers or partners to manage their accounts and get the information they need
  • Knowledge Base/Help Center – Self-service articles and FAQs for customers to find answers to their questions
  • Landing Page – Dedicated landing pages with forms that allow people to request information or sign up for an event or service

Included Business Process Details

  • Implementation of a prebuilt Experience Cloud template
  • Configuration of basic branding and styling
  • Setup of standard Salesforce objects and components
  • Integration with Salesforce CRM data
  • Basic security settings and user management

Nonprofit Cloud

Starts at $3,500 1-3 Week Timeline

Set the foundation for program or fundraising growth and take your pick between Program Management Module (PMM), Nonprofit Success Pack (NPSP), or Nonprofit Cloud set up.

Choose Your Nonprofit Solution

  • Program Management Module  Manage and track various programs and services with standard objects like Accounts and Contacts
  • Nonprofit Success Pack – Manage donors, fundraising, volunteers, and supporters with with standard and NPSP objects 
  • Nonprofit Cloud – An all-in-one solution to manage service delivery, case management, and program management

Included Business Process Details

  • Validation Rules (field entry / cannot proceed or close unless specific data is populated)
  • 2 Quick actions on core objects
  • 2 Profiles, 3 tiers of Role Hierarchy