salesforce sales cloud
quickstart implementations

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As a Salesforce partner, our success is determined by our client's success

Summit Technologies has performed numerous Sales Cloud Quickstarts for clients in many different industries. Why should you choose Summit Technologies for your Salesforce Quickstart?

  • We will provide a no-cost estimate of the cost and timeline for implementation

  • Our consulting team is 100% based in the United States and all of our consultants speak English as their first language

  • Our consultants are all certified by Salesforce

  • Each Quickstart project is assigned to a Delivery Manager as well as a consultant. Delivery Managers are our most senior delivery team members and can assist or advise when needed if more complex business needs arise

  • We have developed proprietary processes and tools to ensure successful delivery of all Quickstart projects

  • We look beyond the initial implementation to set our clients up for long-term success with recommendations for additional ways to leverage Sales Cloud to streamline business processes through automation and integration

Our Quickstarts are tailored to our client's needs-
here are some guidelines for cost and timeline
  • Set up users & field and object security

  • Optimize user interface based on client needs

  • Configure Leads, Accounts, Contacts and Opportunities

  • Create custom fields as needed

  • Set up sales process & Opportunity stages

  • Set up email sync with Outlook or Gmail

  • Reports and Dashboards

  • Two hours of User training

  • Two hours of Admin training

All Silver features plus

  • Configures Quotes, Products and Price books

  • Custom Quote Templates

  • Custom objects and relationships

  • Custom object record types

  • Data validation rules

  • Business process automation

  • Approval processes

  • Set up Marketing Campaigns

  • Additional reports and dashboards

All Silver and Gold features plus

  • Set up post-sales processes

  • Record level security and sharing

  • Assets & Service Contracts

  • Orders

  • Payment Processing

  • Sales forecasting

  • Sales console

  • Advanced automation for complex price rules and more

Data loading from spreadsheets or other systems quoted separately​

Looking beyond implementation services? We offer integration, custom development, training and support for Sales Cloud. 

Contact us for consultation on our full range of services

We also offer Quickstarts for Nonprofit Success Pack (NPSP), Service Cloud or another Salesforce product?

See all of our Salesforce Quickstarts here.

ready for a no-cost consultation?
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