Salesforce Quick Start

You have decided to take the plunge and invest in Salesforce licences to manage your Sales Pipeline and/or Customer Service. Maximise your investment with our quick start program which will tailor the core Salesforce features to your business.

Quick Start Features

5-day implementation & 3 months support from £4,750

  • Key Performance Indicator (KPI) discovery meeting
  • Core development of sales or Service Cloud
    • Custom fields & page layouts
    • Workflow automation and email template
    • Validation rules
    • Management reports and dashboard
    • Website to Salesforce integration for leads/or support cases
    • 'Chatter' collaboration workspaces
    • Standard mobile application
    • User security profiles
  • System testing
  • User onboarding and support

Additional Options include:

  • Data loading exisiting data/trackers
  • Enhanced customisation
  • Outlook 365 / Gmail integration
  • Document generation
  • Electronic signatures
  • 'Dropbox for Business' integration
  • Bespoke mobile application
  • Scheduling and mapping tools
  • Image management
  • Web visitor reporting (free trial)