Quick Start Salesforce Implementations

 

Our range of implementation packages are designed to help small to medium size businesses get started with Salesforce.com quickly and efficiently.

We aim to have you up and running with your new CRM system in 4 weeks.

We will guide you from implementation, configuration, website integration, sales processes, data migration, adoption and training.

GET STARTED

Which SMB package matches your requirements?

Bronze

3-4 Days

Silver

4-7 Days

Gold

7+ Days

Bronze

3-4 Days

Silver

4-7 Days

Gold

7+ Days

Implementation packages designed to get you up and running quickly on Salesforce.com

  • Onsite Discovery Session
  • Design Documentation
  • Initial Standard Setup
  • Web to Lead 
  • Leads, Accounts, Contacts & Opportunity Configuration
  • Custom Reports and Custom Dashboard
  • End User Training
  • All of Bronze +
  • Custom Objects
  • Quote configuration
  • Data Migration support
  • Additional Custom Reports
  • Email Integration
  • System Administrator Training
  • All of Silver +
  • AppExchange Plugins
  • Automation (Inc Approval Processes)
  • System Admin Training
  • Training Materials
  • Follow up session
  • One month managed service
Get Started Get Started Get Started
Solution Design:
Onsite Discovery Session
Design Documentation 
Customisation (Standard Objects):
Leads 
Accounts
Contacts
Opportunities
Cases
Campaigns
Quotes (Including standard PDF template) 
Configuration:
Org Setup 
User Setup 
User Access Permissions* 
Web to Lead 
Web to Lead Assignment Rules 
Web to Lead Auto Response Rules 
Email to Case 
Web to Case 
Web to Case Assignment Rules 
Email Integration** 
Workflow Rules* 
Approal Process** 
Custom Objects 
Data Migration:
Accounts 
Contacts 
Leads 
Opportunities 
Reporting & Dashboards
Standard Reports 
Standard Dashboards 
Custom Dashboards 
Chatter Users 
Chatter Groups 
Email Templates (Text/HTML Letterhead) 
Training:
User Training Manual 
Admin Training Manual 
System Admin Training 
Follow up session 
Managed Service:
Salesforce Management – 1 month free 
Project Timelines:
Implementation Timeframe (working days) 

3-4

4-7

7+

Get Started Get Started Get Started

* = Depends upon SFDC Edition ** Outlook & Gmail (system requirement may apply) £ Additional costs and/or App costs apply.

BRONZE

3-4 Days

  • Onsite Discovery Session
  • Design Documentation
  • Initial Standard Setup
  • Web to Lead
  • Leads, Accounts, Contacts & Opportunity Configuration
  • Custom Reports and Custom Dashboard
  • End User Training

SILVER

4-7 Days

  • All of Bronze +
  • Custom Objects
  • Quote configuration
  • Data Migration support
  • Additional Custom Reports
  • Email Integration
  • System Administrator Training

GOLD

7+ Days

  • All of Silver +
  • AppExchange Plugins
  • Automation (Inc Approval Processes)
  • System Admin Training
  • Training Materials
  • Follow up session
  • One month managed service
Solution Design:
Onsite Discovery Session
Design Documentation 
Customisation (Standard Objects):
Leads 
Accounts
Contacts
Opportunities
Cases
Campaigns
Quotes (Including standard PDF template) 
Configuration:
Org Setup 
User Setup 
User Access Permissions* 
Web to Lead 
Web to Lead Assignment Rules 
Web to Lead Auto Response Rules 
Email to Case 
Web to Case 
Web to Case Assignment Rules 
Email Integration** 
Workflow Rules* 
Approal Process** 
Custom Objects 
Data Migration:
Accounts 
Contacts 
Leads 
Opportunities 
Reporting & Dashboards
Standard Reports 
Standard Dashboards 
Custom Dashboards 
Chatter Users 
Chatter Groups 
Email Templates (Text/HTML Letterhead) 
Training:
User Training Manual 
Admin Training Manual 
System Admin Training 
Follow up session 
Managed Service:
Salesforce Management – 1 month free 
Project Timelines:
Implementation Timeframe (working days) 

3-4

4-7

7+

Get Started Get Started Get Started

* = Depends upon SFDC Edition ** Outlook & Gmail (system requirement may apply) £ Additional costs and/or App costs apply.