Quick Start Salesforce Implementations

 

Our range of implementation packages are designed to help small to medium size businesses get started with Salesforce.com quickly and efficiently.

We aim to have you up and running with your new CRM system in 4 weeks.

We will guide you from implementation, configuration, website integration, sales processes, data migration, adoption and training.

GET STARTED

Which SMB package matches your requirements?

Bronze

3-4 Days

Silver

4-7 Days

Gold

7+ Days

Bronze

3-4 Days

Silver

4-7 Days

Gold

7+ Days

Implementation packages designed to get you up and running quickly on Salesforce.com
  • Onsite Discovery Session
  • Design Documentation
  • Initial Standard Setup
  • Web to Lead
  • Leads, Accounts, Contacts & Opportunity Configuration
  • Custom Reports and Custom Dashboard
  • End User Training
  • All of Bronze +
  • Custom Objects
  • Quote configuration
  • Data Migration support
  • Additional Custom Reports
  • Email Integration
  • System Administrator Training
  • All of Silver +
  • AppExchange Plugins
  • Automation (Inc Approval Processes)
  • System Admin Training
  • Training Materials
  • Follow up session
  • One month managed service
Get Started Get Started Get Started
Solution Design:
Onsite Discovery Session
Design Documentation
Customisation (Standard Objects):
Leads
Accounts
Contacts
Opportunities
Cases
Campaigns
Quotes (Including standard PDF template)
Configuration:
Org Setup
User Setup
User Access Permissions*
Web to Lead
Web to Lead Assignment Rules
Web to Lead Auto Response Rules
Email to Case
Web to Case
Web to Case Assignment Rules
Email Integration**
Workflow Rules*
Approal Process**
Custom Objects
Data Migration:
Accounts
Contacts
Leads
Opportunities
Reporting & Dashboards
Standard Reports
Standard Dashboards
Custom Dashboards
Chatter Users
Chatter Groups
Email Templates (Text/HTML Letterhead)
Training:
User Training Manual
Admin Training Manual
System Admin Training
Follow up session
Managed Service:
Salesforce Management – 1 month free
Project Timelines:
Implementation Timeframe (working days)

3-4

4-7

7+
Get Started Get Started Get Started

* = Depends upon SFDC Edition ** Outlook & Gmail (system requirement may apply) £ Additional costs and/or App costs apply.

BRONZE

3-4 Days

  • Onsite Discovery Session
  • Design Documentation
  • Initial Standard Setup
  • Web to Lead
  • Leads, Accounts, Contacts & Opportunity Configuration
  • Custom Reports and Custom Dashboard
  • End User Training
Get Started

SILVER

4-7 Days

  • All of Bronze +
  • Custom Objects
  • Quote configuration
  • Data Migration support
  • Additional Custom Reports
  • Email Integration
  • System Administrator Training
Get Started

GOLD

7+ Days

  • All of Silver +
  • AppExchange Plugins
  • Automation (Inc Approval Processes)
  • System Admin Training
  • Training Materials
  • Follow up session
  • One month managed service
Get Started
Solution Design:
Onsite Discovery Session
Design Documentation
Customisation (Standard Objects):
Leads
Accounts
Contacts
Opportunities
Cases
Campaigns
Quotes (Including standard PDF template)
Configuration:
Org Setup
User Setup
User Access Permissions*
Web to Lead
Web to Lead Assignment Rules
Web to Lead Auto Response Rules
Email to Case
Web to Case
Web to Case Assignment Rules
Email Integration**
Workflow Rules*
Approal Process**
Custom Objects
Data Migration:
Accounts
Contacts
Leads
Opportunities
Reporting & Dashboards
Standard Reports
Standard Dashboards
Custom Dashboards
Chatter Users
Chatter Groups
Email Templates (Text/HTML Letterhead)
Training:
User Training Manual
Admin Training Manual
System Admin Training
Follow up session
Managed Service:
Salesforce Management – 1 month free
Project Timelines:
Implementation Timeframe (working days)

3-4

4-7

7+
Get Started Get Started Get Started

* = Depends upon SFDC Edition ** Outlook & Gmail (system requirement may apply) £ Additional costs and/or App costs apply.