Salesforce Quick Start for Small and Mid Size Business

Small and mid-sized businesses need to get up and running quickly with Salesforce. That is why Salesforce Consulting Services offers our Quick Start service packages. These packages are designed to get your business from start to finish quickly and affordably so that you get maximum value from Salesforce fast.

Benefits: 
  • Affordable
  • Defined costs and deliverables
  • Fast turn-around
  • High-touch service
  • Customized setup
  • Customized training
 
Process 
Each project is delivered using a proven methodology that focuses on four key activities:
  1. Discover your unique business processes and needs
  2. Design and configure Salesforce specifically for your business 
  3. Deliver the solution to you and train your team to be efficient users 
  4. Data Migration – import your prospects, contacts and businesses to Salesforce 
 
Functionality*
Every business is different. Some businesses need to generate new customers each week while other businesses focus on relationships with existing clients. Our process will uncover your business goals, processes and priorities. Below is a partial listing of the types of functionality that we deliver. Of course, we will tailor the functionality for your business.
  • Lead and prospect tracking and management
  • New prospect qualification process and tracking
  • Customer and deal tracking
  • Sales stage and sales process tracking
  • Cross-sell and up-sell opportunity identification and tracking
  • Sales pipeline reporting and management
  • Activity (calls, emails, meetings, tasks) scheduling and tracking
  • Leads and customer segmentation by type, interest, and more
  • Real time reporting on activities, sales opportunities, customer lists, and more
 * Excludes Apex Code, Forecasts, Products, Quotes, Cases, Data Cleaning/Formatting, more than one custom Object/Tab, Integration, Communities, Service Cloud.
 
Timeline:
Professional Edition CRM: 1 – 3 Weeks
Enterprise Edition CRM:  2 – 4 Weeks 

 

Engage our Salesforce Quick Start Package and get up and running quickly.

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