Sales Cloud Custom Quick Start

Quick and easy customised Sales Cloud implementation provided by experts

You want your Sales CRM system configured for your specific business, custom-built with the expertise of certified and experienced Salesforce consultants, but delivered quickly and within a fixed budget. Our Custom Quick Start delivers all of this as well as setting you up for long term success with Salesforce.

Included Deliverables

Configured Sales Cloud Environment

Initial configuration of the Sales Cloud system and business application.

Lightning Pages

Configure Lightning pages and associated features, such as Path, Guidance, Kanban view

Configure Lead - Opportunity Process

Configure the system from Lead (enquiry) to Opportunity (closed sales)

Custom Fields

Configure custom fields to suit your business requirements

User Setup

Set up your users and profiles

Duplicate Matching

Configure standard duplicate matching rules.

Reports and Dashboards

Configure up to 5 reports and 1 dashboard tailored to your business.

Workshop Sessions

Up to three 1 hour workshops for planning the implementation, training and advice

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People

CRM360 certified Salesforce consultants will provide the services to you.

We will work with your key stakeholders and decision makers, and your designated Salesforce Admin (who will maintain the system on an ongoing basis).

Prerequisites

You will need to provide us with a user account on your Salesforce system, configured as a System Administrator.

You will need to provide key stakeholders and decision makers for workshops in order to provide an overview of your requirements and to review the system.

Out of Scope

The Quick Start excludes custom development or automated processes, integration with other systems and configuration of advanced features such as quotes and price books.

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