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SALESFORCE Quick Start Implementation

Faster Implementations, Proven Results

Salesforce is a business transformational CRM which revolutionises how business can be automated, hence it has to be implemented with the right architecture and design. As an experienced Salesforce partner, we are committed to quickly implementing salesforce CRM with out of the box functionalities. 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.

DELIVERABLES OF SALESFORCE QUICKSTART IMPLEMENTATION

With a predefined scope of work, Salesforce QuickStart Implementation service helps our customers to 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 Salesforce QuickStart Implementation Package

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Project management

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Business Understanding Workshop

Application customization including Workflows, Process Builder & Triggers

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Data Migration

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End-user & Admin training

Package

Salesforce QuickStart Implementation Package

Our Salesforce QuickStart Packages are predefined for SME’s with fixed budget and high quality, reflecting our experience and best ideas. Our QuickStart Packages are designed to get the Salesforce instance up and running quickly and efficiently. We guarantee to make sure you can get the value from your licences within days.

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  • 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

We offers great ideas and best practices on our Salesforce QuickStart package. Our team of experienced Salesforce Certified resources are always up-to-date with knowledge and skills in implementing Salesforce CRM. We guide our customers with the process by analysing various aspects giving the best suitable version while developing the Salesforce tool. We work to achieve QuickStart package success by the following process

Step

01

Discovery Session

Step

02

Configuration of components

Step

03

Creation of reports and dashboard

Step

04

Create Training Scripts

Step

05

Deliver End User Training

Videos

Salesforce Quickstart Implementation Videos

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Quickstart Templates with the Salesforce CLI
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Get a Quickstart with Exponent Partners

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Vertical Solutions

Salesforce Industry Vertical Solutions

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HEALTHCARE
HEALTHCARE
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RETAIL
RETAIL
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MANUFACTURING
MANUFACTURING
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EDUCATION
EDUCATION
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PROFESSIONAL SERVICES
PROFESSIONAL SERVICES
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FINANCIAL SERVICES
FINANCIAL SERVICES
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NON PROFIT
NON PROFIT
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MEDIA
MEDIA
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Our Products

Our Products On Salesforce

Project Management Application on Salesforce® Platform

The solution of team, skills, techniques, planning, and execution to achieve all of the project goals

Vendor Management Application powered by Salesforce®

Look after the flow of goods from manufacturers to the warehouse bin to the sales order

Recruitment & HR solutions application
by Codleo

Robotize the hiring team to track applications and manage talent with cutting-edge proprietary technology

Daily Travel & Expense Management
Solutions

Gear up for employee-initiated expenses remotely with fully automated suite to save time & effort

Feedback from our clients

"I was really impressed with the turnaround speed of the team and the fact that they were always invested in finding out the best solutions as per business requirement and tailored the product accordingly. Their development team works 24X7 hence the quick turnarounds"

Project Coordinator, University

"We had an excellent experience with highly skilled team who made our professional life easy and balance when it comes to business goals and accuracy of the services we deliver to our clients"

CEO, Immigration Company

"Codleo has a team of dedicated quality consultants and Sr. Developers who have the capability to deliver complex projects"

CEO, Healthcare Company

"It was a very wonderful experience to work with Codleo. Codleo was very helpful for our company from the Salesforce® platform set up to implementation and customization- CODLEO proved what it committed."

CTO, Manufacturing Company

FAQ

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
  • Salesforce.com 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

We are here to help!!Talk with an expert today!

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