top of page

Salesforce Sales Cloud Quickstart

Salesforce Sales Cloud Quickstart

Accelerate your Sales Cloud setup with our Quickstart. US-based certified consultants offer tailored training, ensuring completion in just weeks.

Sales Cloud Quickstart from $4,200

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

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

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

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

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

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

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

Tailored Quickstart Packages:

  • 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

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

What's Included

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

Important Considerations

Related Success Stories

University of Cincinnati Experience-based Learning and Career Education center CRM

Summit Technologies migrated Neovia Logistics from Winmore to a custom Salesforce Lightning CRM Implementation with services including Custom Sales Cloud, Quip for collaboration, reports and dashboards to support both sales leadership and sales team's efforts and user and administrator training

Venture Logistics needed to re-implement Salesforce CRM to migrate from an outdated Salesforce org to a new Lightning org configured for multiple business units and opportunity types and integrate Salesforce with their ERP.

The City of Delaware teamed with Summit Technologies to create a custom Salesforce solution to manage email campaigns for delinquency issues and escalations, and program efficiency monitoring.

The city of Westerville, a thriving suburb of Columbus, Ohio, as part of its digital transformation and innovation initiative, embarked on a Services Cloud implementation for Economic Development.

Florence County Salesforce Implementation & Economic Development Accelerator

ready to chat? let's connect!

Thank you, we will get back to you within one business day

bottom of page