- On site requirements gathering session
- All basic configuration of your Salesforce instance included
- Configuration of all required objects
- Automation rules to increase the efficiency of your users
- Setup of profiles and role hierarchy to enforce security requirements
- Email integration
- Report and Dashboard configuration to get an overview of performance
- Data migration from your old system/spreadsheets
- Training for your users
- Post go-live support, to ensure successful adoption and make minor tweaks and changes as the system beds in

Small
The first is the ‘Small Package’, this is aimed at new Salesforce customers who wish to be up and running within as little as four working days with a basic package covering all the key areas of building and migration within the platform. The small package includes all the basics required for a small sales team with a straightforward sales process. Inclusive of:
- Enquiry management, including web-to-lead
- Sales process, opportunities, pipeline management
- Reports and dashboards
- Half day training session

Medium
Next is the ‘Medium Package,, this involves a more in depth package aimed at companies with sales teams who are a bit more advanced or in need of a customer support process. This package can have you up and running within seven working days and covers everything in the small package with several additions including:
- Multiple sales processes
- Basic case management
- Quoting in Salesforce
- More automation
- System documentation
- Super user training

Large
If you still haven’t quite found the package for you then you could be after our ‘Large Package’. Featuring all the bells and whistles, this package covers everything you could want from a quickstart. Having you up and running within ten working days, this package provides a detailed build and migration with everything your business could need in a short time frame. It includes everything from the other two aforementioned packages with the addition of:
- Even more automation
- Advanced training
- Customised user guide
- Three months of ongoing support
- A follow up visit from your consultant to help ensure adoption
Download the full guide
We all know time is precious and any way to save some has to be worth a look, so why not download our complete guide here to find out which Salesforce Quick Start suits you best?