Sales reps only have so many hours in the day. Having intelligent recommendations and real-time data in Salesforce Sales Cloud can be the difference between a lost deal and a major win. However, getting started on the path to greater engagement and efficiency can be complicated and costly for many businesses, with a simple Sales Cloud launch — from initiating and gathering requirements through to building, testing, and deploying — costing several hundred hours and budget that could be spent more strategically within the business.
In our many years of experience consulting on the Salesforce platform, we found that simply deploying Sales Cloud isn’t enough. To ensure our clients maximize the value of their investments, we’ve developed a Sales Cloud Quickstart. With our Quickstart offering, you can not only be up to speed and live with Sales Cloud faster and more cost-effectively in as little as four weeks, but your sales team also gets the benefits of comprehensive roadmapping, enhancements, and enablement — all the essentials you’d expect from a holistic implementation.
Setup and configuration of mission critical Sales Cloud functionality such as Leads, Accounts, Contacts, and Opportunities.
We’ll import your data into Sales Cloud to ensure you can start managing your sales upon deployment.
We deploy with a fully open or fully closed security model within the MVP launch, and then further discover where and how to leverage custom security settings to align with business requirements.
Additionally, ongoing enablement of identified super users/admins, ensuring ongoing iteration after go-live — with opportunities for long-term support.
Our team provides collaborative curation of backlog items, such as Einstein Activity Capture for email sync, creation of mission critical reports and dashboards, lead and opportunity scoring, and process automation, ensuring you are doing more than just getting started.
6 Months | $50,000
We start with ideas, but deliver outcomes. you’ll not only go live with Sales Cloud in just four weeks, but you’ll also receive enhancements, improvements, and hands-on enablement sessions allowing you to succeed with Sales Cloud well beyond our six-month engagement. It’s not just about going live — it’s about making sure you’re set for innovation and adaptability and reaping the benefits of your investment in Sales Cloud.
Get to know what’s included in your engagement and what the process looks like below.
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 Sales Cloud 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 start curating the backlog we’ve developed throughout deployment to ensure you are maximizing your investment.
Here are some key indicators that a Sales Cloud Quickstart is a fit — and that you and your team could benefit from a standard engagement or something longer term, customized to your complex needs and goals.
Avaya’s forecasting process required countless hours from multiple teams each quarter. In order to produce accurate forecasts, valuable hours were spent discussing the likelihood of opportunities to close in the field, and then manually adjusting weightings, validating inputs, and aggregating data. Learn more about how we helped Avaya's sales efforts become more intelligent, efficient, and cost-effective, reducing the number of dashboards, hours spent, and maintenance costs.
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