Salesforce Sales Cloud Quickstart

Let’s get you started with Salesforce! Our Quick Start package is designed specifically to focus on implementing Salesforce within your organization within 30 to 60 days (for up to 10 users).

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Step 1

Planning & Analysis

We strive to know our clients’ vision deeply, so that we can set you up for success. You’ll be assigned a dedicated Project Manager and Analyst who will set up a kick-off and discovery call (up to two hours).

Step 2

Technical Setup

Once we can assess your organizations pain points, processes, and requirements, our team is ready to start implementing configurations.

Step 3

Training & Support

Now that all the bells and whistles are in place, that doesn’t necessarily mean every end user will know what to do. The SMBHD team provides four hours (in two sessions) of end-user training for your team, and an additional four hours of administrator training and/or configuration support. This will last for up to two weeks and is part of the Quick Start Package.

Ready to do this?

Reach out to our team and we’ll be sure to get back to you ASAP!