Want to get started as quickly as possible, with no customization required? With the Setup Quickstart, you’ll get started with Revenue Intelligence in just two weeks.
If you want to get started with Revenue Intelligence quickly and then some, the Growth Quickstart is right for you. In as quickly as four weeks, we’ll get you started with Revenue Intelligence and stand up an additional dashboard based on your needs.
Have data from more sources? We get it. With this option, include an additional external (i.e., non-Salesforce) data source) to a Revenue Intelligence Quickstart offering/package.
Once we’re properly introduced and aligned on needs, priorities, and goals, we start with end-to-end discovery and setting the vision.
We start by installing Revenue Intelligence and configuring it to meet the needs of your business — including any necessary deep dives and enablement sessions.
The moment you’ve been waiting for! Deployment, at which point we’ll validate use cases and document our final design.
Once the solution is deployed, we’ll do a joint project review, knowledge transfer, and set you up with resources for what's next and future success.
Here are some key indicators that a Revenue Intelligence Quickstart is a fit — and that you and your team could benefit from basic starter support, a custom engagement, or something in between.
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