Sales Cloud Quickstart Package

Cloudsquare’s Quickstart program gets you started on Salesforce quickly and affordably, without compromising on quality.
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Get Up and Running with Salesforce!
Whether you are new to Sales Cloud, own it but never used it, or have been using the vanilla, out-of-the-box version, our team of Salesforce experts will identify and implement what is critical for your business’s immediate success, while giving you the functionality that can develop and grow along with your business at minimal cost, and lightning speed.

Key Benefits

Fast and affordable business enhancement

With the help of our certified Salesforce professionals, you will receive expert guidance and support as we implement your new system with a focus on maximizing functionality.

The following are some key benefits you will gain from the Quickstart program:

  • Fast, low-cost Salesforce deployment
  • Custom implementation plan per your needs
  • Increase productivity with minimal upfront costs
  • Rapid return on investment
  • Tailored training leading to high user adoption
  • Visibility into key business metrics

Overview

Package
Quickstart
Quickstart Plus
Completion
Completion Timeline
2-4 weeks
4-6 weeks
Price
$4,500
$9,500

What’s Included

Experience a seamless journey from project kickoff to go-live with our Salesforce Quickstart, including a dedicated point of contact and a comprehensive range of services to empower your business.

Quickstart

Salesforce Specialist
  • Dedicated Point of Contact from project kickoff to go-live
Assessment
  • Requirement gathering
  • Comprehensive solution design
Lead Management
  • Create up to 10 custom fields
  • Configure lead statuses
  • Configure lead conversion mappings
  • Configure lead page layout
  • Configure related lists
  • Configure up to 3 list views
  • Configure lead source values
  • Enable field history tracking
Opportunity Management
  • Create up to 10 custom fields
  • Configure opportunity statuses
  • Create one sales path
  • Configure opportunity page layout
  • Configure related lists
  • Configure up to 3 list views
  • Enable field history tracking
Account Management
  • Create up to 10 custom fields
  • Configure account page layout
  • Configure related lists
  • Configure up to 3 list view
Contact Management
  • Create up to 10 custom fields
  • Configure account page layout
  • Configure related lists
  • Configure up to 3 list views
  • Configure field history tracking
User & Permission Setup
  • Create users
  • Assign out of the box standard profiles
  • 30 minute training session with Client on user creation and out of the box profile assignments
Power User Training
  • Conduct two 60-minute power user training sessions

Quickstart Plus

Outlook & Gmail Integration
  • Sync emails between Outlook and Gmail to Configure Outlook or Gmail to sync with Salesforce
    • *Can add to standard Quickstart for an additional $500
Data Import
  • Upload data from excel into Salesforce. Accounts and contact information.
    • Note: The Client is responsible for providing all data to be imported in the requested format, as per the provided excel template. The Client will also be responsible for any data cleaning and deduplication required prior to import. Any inaccuracies or issues arising from the provided data will be the responsibility of the Client.
Web-to Lead Form
  • Configuration of web-to-lead in Salesforce and provision of HTML to Client’s web developer
    • Note: Configure with lead object fields only
Products and Price Books
  • Configure the product catalog and associated price books
    • Note: Up to 20 products and 1 Price book
Reports and Dashboards
  • Setup up to 3 custom reports and 1 Sales dashboard
Validation Rules
  • Setup validation rules on Account, Contact, Lead, and Opportunity objects
    • Note: Up to 2 validations per object
Automation
  • Configure up to 3 automation processes using Salesforce Flow

With a Cloudsquare Sales Cloud Quickstart package, we can have you up and running on Salesforce in as little as 4 weeks. Stop delaying and start the process of moving your business onto the most innovative and scalable CRM platform available.

Cloudsquare’s Customers

Testimonials

“Know their stuff! Cloudsquare were a pleasure to work with. They said what they were going to deliver at the beginning of the projects and delivered even more. The project manager understood and anticipated issues and proposed solutions. The best type of solution to a problem is the solution to the problem you did not even know you had! Cloudsquare took the time to ask the right questions to understand our processes and propose efficient solutions. Looking forward to our next project together.”
Todd Newell
President, KenKar LLC
“Experts In Implementation! As a startup company, we faced a few unique challenges. The team at Cloudsquare helped us with our initial Salesforce implementation and launch. They helped us map out what we would need for the future and developed a strategic, custom solution that we can grow into. We have been extremely impressed by Cloudsquare and their expertise and attention to detail.”
Kevin Lynch
Phoenix Financial Solutions
“Great Partners! Cloudsquare are the most transparent and communicative developers we have worked with! They do an amazing job and give excellent time estimates and have always delivered what we’ve asked for or better!”
Kathleen Wiig
HeliNY

Ready to take your business to the next level?

Contact us today!