Launch
Sales Cloud Quick-Start
A fixed-scope Sales Cloud setup for teams of up to 25 users: pipeline stages, lead routing, reports, automations and training, ready to use.
- 3 weeks
- Fixed price
- Training included
Pricing
Standard
$4,999
- Up to 25 users
- Standard sales objects
- 5 reports and 1 dashboard
- 3 automations
Scope
Included
- Pipeline stages and opportunity setup
- Lead capture and routing rules
- Users, roles and profiles for up to 25 users
- 5 reports and 1 dashboard
- 3 automations built in Flow
- Admin training and end-user training sessions
Not included
- Salesforce licenses
- Data migration (see Data Migration)
- Integrations (see Connector Integration)
- CPQ and custom Apex development
How it runs
- Week 1
Sales process workshop and configuration
- Week 2
Reports, automations and testing
- Week 3
Training and go-live
What we need from you
- Sales Cloud licenses purchased
- A sales process owner
- A list of users and their roles
Questions
Which Salesforce editions does this cover?
Sales Cloud Professional, Enterprise and Unlimited editions.
Can you bring in our existing data?
Yes, as a separate Data Migration package, usually the Starter tier for teams this size.
What happens after go-live?
You can run it yourself after training, or add Managed Salesforce Admin from $999 per month.