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Sales Cloud Quick Start Package


Completion Timeline:

Approximately 2 Weeks

Contact Us or email for more information.

Unlock the future of sales success with our Sales Cloud Quick Start Package.


Designed to revolutionize your sales process, this comprehensive offering delivers a seamless blend of personalized lead management, strategic account configuration, and insightful opportunity tracking.


Tailored to your unique business needs, our solutions provide a rapid and cost-effective path to unparalleled growth. Whether you're aiming to amplify lead volume, skyrocket sales revenue, or streamline operations, this expertly crafted package is your gateway to transformative results.


Explore the power of Salesforce like never before, and embark on a journey that turns potential into performance.

Project Kickoff and Business Process Reviews

  • Kickstart your journey with our expert team. We'll outline the implementation plan, introduce you to our Salesforce specialists, and ensure seamless access to your Salesforce org.

Lead Personalization & Einstein Activity Capture

  • Transform your lead management. We'll tailor Salesforce to help you record and qualify prospects swiftly and efficiently, boosting your conversion rates.

  • We'll integrate your teams email and calendar data to Salesforce, unlocking new AI insights and supercharging productivity.

Account Configuration

  • Optimize your account management. We'll configure Salesforce to capture essential business details, streamlining your sales process and enhancing relationships.

Contact Customization

  • Personalize your contacts. We'll customize Salesforce to manage vital details, empowering your sales team to close deals with precision and insight.

Opportunity Configuration

  • Unlock your sales potential. We'll configure opportunities in Salesforce, providing clear insights into your pipeline, win rates, competitors, and sales stages.

  • We will enable Pipeline Inspection and Collaborative Forecasting, setting the stage for predictable revenue growth

Salesforce Training

  • We’ll perform a custom, one-hour webinar data import training session to train on importing leads, accounts, and contacts in Salesforce.

  • We'll train you on how to find, update, and create data, reports, dashboards, and segmented list views.

  • We'll demonstrate how to manage projects and tasks using Salesforce

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