Sales Cloud Quick Start Package

Completion Timeline:
Approximately 4 Weeks

Call +1 516 637 2191 or
email [email protected]
for more information.

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

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

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.

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

We’ll perform a custom, one-hour webinar data import training session to train on importing leads, accounts, and contacts in Salesforce.