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Salesforce Pro Suite Quickstart

Salesforce Pro Suite Quickstart

Accelerate your Salesforce Pro Suite implementation with our Quickstart. US-based certified consultants offer tailored training, completion in just weeks.

Salesforce Pro Suite Quickstart from $9,900

Salesforce Pro Suite Quickstart from $9,900

Embarking on a Salesforce journey? Let Summit Technologies guide your path. Here's why we stand out:

  • Transparent Estimation: Receive a no-cost estimate, detailing cost and timeline for a smooth implementation.

  • US-Based Expertise: Our consultants, all fluent English speakers, are 100% based in the U.S., ensuring clear communication.

  • Certified Brilliance: Our team boasts Salesforce-certified consultants, guaranteeing expert-led implementations done to Salesforce best practices.

  • Guided Delivery: Every Quickstart project benefits from the oversight of a dedicated Delivery Manager, ensuring even complex needs are met seamlessly.

  • Proven Processes: We've honed proprietary tools and methods that guarantee successful Quickstart project deliveries every time.

  • Future-Forward Focus: We ensure your initial success and guide you toward harnessing Sales Cloud's full potential for long-term growth and automation.

Pro Suite Quickstarts include the following Marketing Functionality:

  • Discovery​

    • Determine fields to sync from CRM to Pardot

  • Set up Pardot Salesforce CRM Connector

  • Lead Scoring

  • Pardot Campaigns

  • Update CRM Lead and Contact pages

  • Website Tracking Code

  • Set up Vanity Tracker Domain for Branded Pardot Hosted Links

  • Set up Landing Page

  • Create Drip Campaign​

  • Marketing Training​​

    • Set up Landing Pages

    • Create Email Templates

    • Create Drip Campaign

    • Automation Rules

    • Webforms and handlers

Pro Suite Sales Cloud Quickstart Packages Include:

  • Silver Package:

    • User setup & security configuration

    • Customized user interface

    • Essential CRM setups: Leads, Accounts, Contacts, Opportunities

    • Custom field creation

    • Sales process & Opportunity stages alignment

    • Email sync for Outlook/Gmail

    • Insightful reports & dashboards

    • 2 hours each of User & Admin training

  • Gold Package (Includes Silver features): Note: For brevity, only unique features need to be listed as the rest are already included in Silver.

  • Platinum Package (Encompasses Silver & Gold):

    • Post-sales process setup

    • Advanced record-level security & sharing

    • Inclusions of Assets & Service Contracts

    • Order management

    • Payment processing

    • Sales forecasting & console

    • Advanced automations, including complex pricing rules


Pro Suite Service Cloud Quickstart Packages Include:
  • Silver

  • 3-6 week implementation

  • Set up users & field and object security

  • Optimize user interface based on client needs

  • Configure Accounts and Contacts

  • Set up email to case and web to case

  • Set up one case type, optimize existing picklist fields

  • Create custom case fields as needed

  • Set up Case Assignment and Case Queue

  • Set up email sync with Outlook or Gmail

  • Email Templates

  • Duplicate record management

  • Reports and Dashboards

  • Two hours of User training

  • Two hours Salesforce admin training

  • Gold - All Silver features plus

  • 6-8 week implementation

  • Additional case types

  • Service console

  • Case escalation and SLA

  • Set up Service Contracts and Assets

  • Custom objects and relationships

  • Custom object record types

  • Data validation rules

  • Business process automation

  • Approval processes

  • Set up Marketing Campaigns

  • Additional reports and dashboards

Summit Technologies ensures a comprehensive Pro Suite experience. From basic needs to intricate processes, we've got a package that's just right for your business

What's Included

What's Included

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

Important Considerations

Related Success Stories

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Janitorial Services, Inc. migration from ACT! to
Salesforce Sales Cloud with MailChimp Integration

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