salesforce sales cloud crm quickstart implementations

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Discovery / Business Process Review

Set up Users

Sales Reports

Custom Home Page Dashboard with Sales Pipeline and more

Install Task Manager App

Optimize Page Layouts

Configure Leads, Accounts, Contacts and Opportunities

Custom Sales Process

Two Hour User Training

Two Hour Admin Training



All Silver Features plus

Configure Quotes, Products and Price Books for up to 50 Products

Custom Quote Template

One Custom Object and Relationship

Three Data Validation Rules

One additional custom record type

Up to 3 Custom Workflows or Approvals

Create up to 4 Marketing Campaigns

Six Custom Reports with Dashboard Components



All Gold Features plus

Gap analysis of existing systems

Configure Multiple Sales Processes

Set up multiple lines of business

Set up after-sales processes like delivery or installation

Configure Assets and Contracts

Advanced automations and screen Flows to create Opportunities or other records

Sales Forecasting

User Acceptance Testing

Custom Sales Console

Go Live with Salesforce CRM in Two Weeks!

Whether you are new to Salesforce or you would like to add Sales Cloud CRM on to your existing Salesforce platform, our Salesforce Sales Cloud CRM QuickStart implementations are the best way to quickly get started with the Sales Cloud CRM and start seeing a return on your Salesforce Sales Cloud  CRM investment.

Our Salesforce™ Certified professionals get to know your company and map your sales and CRM requirements to Sales Cloud functionality, following Salesforce best practices.

What's included in our Salesforce Sales Cloud QuickStart implementation?

After we review your sales and CRM requirements, we create an implementation plan, which we review with you to ensure that we account for all of your requirements.

We then get to work customizing Salesforce Sales Cloud CRM to your requirements. All packages include:

  • User Configuration, basic sharing and security

  • Create a custom branded home page

  • Set up Salesforce activities- Tasks, Events, Email

  • Create custom Page Views and List Views for standard objects

  • Configure Opportunities to your sales process

  • Chatter setup

  • Custom Reports

  • User training


After everything is set up, tested and working correctly we then import your data for accounts, contacts and leads.

Finally, we hand off your custom Salesforce Sales Cloud CRM implementation to you with an in-person or web based training session for users (some packages also include admin training).

After implementation, we recommend that you subscribe to our CloudAdvisor Professional Saervices for Salesforce program. This ensures that as your company grows and evolves, your Sales Cloud CRM implementation will too. We will handle administration, customization and configuration of the Salesforce Sales Cloud so you can focus on growing your business!

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Free Salesforce Sales Cloud CRM QuickStart


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