top of page

Consumer Goods Quick Start Package


Completion Timeline:
Approximately 4 Weeks

Call (800) 951-7651 or email for more information.

Project Kickoff and Business Process Reviews

    We’ll review the project plan for implementation, introduce you to our team of experts, and request access to your Salesforce org.

Lead Personalization

    We’ll personalize leads in Salesforce to ensure you’re recording and qualifying prospects fast and efficiently.

Account and Contact Configuration

    We’ll configure accounts for documenting information related to businesses, households, organizations, or agencies involved in the sales process.
    We’ll customize contacts for managing the personal and relevant details needed to make sales happen.

Opportunity Configuration

We’ll configure opportunities for tracking your sales and potential sales pipeline, win rates, competitors, and sales stages for ease of reporting.

Retail Stores and Products Customization

We’ll customize retail stores to capture information about each physical location under an account to facilitate visit planning.
We’ll create categories and assortments of products to track against retail stores.

Retail Stores and Products Customization

Customize visits for reps to plan and determine what tasks need to be completed at each store.

Ready to get started? We can help.


  ☆☆☆☆☆ 5/5 AppExchange Reviews Rating

bottom of page