Salesforce Sales Cloud Quickstart

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.