Silver (up to 10 users)      Gold (11-20 users)     Platinum (21-30 users)

Quick Start for Salesforce, QuickStart for SalesforceThe Gold Quick Start is our intermediate package for companies with 11 – 20 users. With the Gold Quick Start, we will have you up and running in as little as two weeks. This package includes:

Salesforce Automation (SFA):

  • Kickoff call
  • Design session
  • Application setup and configuration (page layouts & custom fields)
  • Lead, account, contact and opportunity setup
  • Full support for single sales process
  • 2 workflow rules and email templates
  • 2 field level validations to ensure data quality
  • 1 custom object to provide increased functionality
  • Chatter setup

Analytics:

  • 1 report folder
  • 4 high priority reports
  • 1 dashboard
  • 4 dashboard components
  • User Adoption dashboard

Training:

  • Post-configuration review session
  • One 3 hour training session for up to 15 users
  • One 1 hr. follow up Q&A call and up to 2 hrs. to make any changes

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If your company’s requirements fall outside the scope of our QuickStart packages, check out our Salesforce Implementation services.