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

Quick Start for Salesforce, QuickStart for Salesforce

The Platinum Quick Start is our premium package for companies with 21 – 30 users. With the Platinum Quick Start, we will have you up and running in as little as three weeks. This package includes:

Salesforce Automation (SFA):

  • Kickoff call
  • Starter kit questions and review documentation provided
  • Design session
  • Application setup and configuration (page layouts & custom fields)
  • Basic data migration, Account, contact and opportunity setup
  • Full support for one sales process
  • 5 workflow rules and email templates
  • 3 field level validations to ensure data quality
  • 1 custom object to provide increased functionality
  • Custom profiles and up to 10 organization roles
  • 5 public groups
  • LinkedIn for Salesforce
  • Chatter setup.

Marketing Automation (MA):

  • Leads management setup
  • Full support for one lead qualification process
  • 5 automated routing rules with associated queues
  • Web to lead setup

Analytics:

  • 1 report folder
  • 7 high priority reports
  • 1 dashboard folder
  • 1 dashboard
  • 7 dashboard components
  • User adoption dashboard customized based on your requirements

Training:

  • Post-configuration review session
  • Two 3 hour training session for up to 30 users
  • One 2 hr. follow up Q&A call and up to 3 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.