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Quick Start Implementation

Quick Start Implementation

Salesforce is a transformational tool which revolutionises how business is conducted. Therefore it to be a game-changer for you, it has to be implemented with the right architecture and design. An experienced Salesforce vendor such as us is an asset in such times. We are committed to getting your company salesforce savvy as soon as possible so you can leverage the tools for success. We get you started with basic customizations, in-depth training and focusing on the most used features. We implement native configuration, business process mapping, and initial reporting. Our goal is to achieve your Quick Start Salesforce implementation around 4 weeks or so.



With a predefined scope of work, the QuickStart service helps organizations maximize their Salesforce potential in a short 40-hour consulting engagement. Additionally, all the work can be done remotely, thus eliminating costly travel expenses and much more. Following are the challenges we solve by quickstart Implementation

Dramatic improvements in a short period of time

Help your organization meet your management needs

Knowledge transfer to further optimize features on your own

How Codleo Can Help

How Codleo Can Help You in Salesforce Quick Start Implementation

Our Salesforce Quick Starts support packages are predefined, fixed budget and high-quality, reflecting our many years of experience. Our Quick Starts are designed to get your Salesforce instance up and running as quickly and efficiently as possible. We cover all aspects of the Salesforce Cloud product range; we guarantee to make sure you can get the value from your licences within days.

  • Business Analysis so that we can understand your business, your requirements and your outcomes.
  • Configuration of all appropriate standard objects to track your sales pipeline
  • Up and running within as little as four to ten working days
  • Configuration of sales and lead conversion processes
  • Salesforce powered enquiry form on your website – Web to Lead
  • Import of your existing customer data
  • Email integration with Gmail or Outlook

Our Process

Our Salesforce QuickStart Implementation Process

Codleo offers exclusive and great ideas and consulting on our services for salesforce quickstart package. We help you deal with customized quickstart package for salesforce crm and understand your business requirements. We have a team of experienced people who are up to date with knowledge and skills in salesforce crm implementations and also guide you with the process by analysing various aspects giving you the best suitable version while developing salesforce tool for your company. We work to achieve success and business flow by the following process.



Discovery Session



Configuration of components



Creation of reports and dashboard



Create Training Scripts



Deliver End User Training

Quickstart Templates with the Salesforce CLI


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Frequently Asked Questions

Sales Cloud Quick Start Packages

  • Set up basic Sales Cloud Architecture
  • Set up Account, Contact & Lead Management Process
  • Opportunity Tracking and Management
  • Forecasting
  • Reporting and analytics that provide visibility to your key business metrics

Service Cloud Quick Start Package

  • Set up & Customize Service Console
  • Email-to-Case Configuration
  • Case Assignment Rules
  • Case Queues
  • Email Templates
  • Setup Knowledge

  • Our implementation is speedy so less time and resources is wasted
  • Expert Advice at every step to ensure you are the winner
  • Customized End-user training
  • Implementation of best practices
  • We impart training to your in-house trainers for the future

  • Consultation process
  • Configuration
  • Configuration Review Meeting
  • Creation of Reports and Dashboards
  • Creation of Training Materials
  • End User Training

  • A curated Salesforce solution is speedily available
  • A blueprint to help your organization meet your management needs
  • Knowledge transfer and best practices

Due to the nature of speedy QuickStart implementation, some consulting services are kept out of its purview and can be requested separately.
Some of these services comprise the following:

  • Installation of AppExchange packages
  • Integration with other systems including payment-processing integration
  • Data export/extraction or cleansing of data
  • Custom code
  • Visualforce pages
  • Portals

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