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Sales Cloud Self-Start

Quick and easy packaged Sales Cloud implementation ready for your customisation

You want your Sales CRM system built in a few days, using pre-configured templates based the expertise of certified and experienced Salesforce consultants, which you can then tailor to your requirements. Our Packaged Quick Start delivers all of this as well as setting you up for long term success with Salesforce.

Included Deliverables

Configured Sales Cloud Environment

Preconfigured business application customisable with your own branding.

Lead - Opportunity Process

Pre-configured Sales CRM system from Lead (enquiry) to Opportunity (closed sales)

Lightning Pages

Lightning pages and associated features, such as Path, Guidance, Kanban view preconfigured based on our experience with other businesses like yours.

Reports and Dashboards

Preconfigured reports and dashboard to get you up and running quickly.

Admin Support

We will provide documentation to support your Salesforce Admin in maintaining the system according to Salesforce best practices.

Training & Customisation Support

Documentation and support to help you customise your self-start further.

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People

You will need to install the Self-Start package and customise it using the provided documentation.

Prerequisites

You will need to have key configuration information to configure the system according to your needs. We will provide you with templates to capture this information.

Key stakeholders and staff will reference the provided documentation and support to use the system.

Out of Scope

The Self Start excludes any CRM360 consultancy services to tailor your system.

If you require customisation or advice in future we are able to provide this under our Support Services.

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