Sales Cloud Quickstart
GET SALES TEAMS UP AND RUNNING QUICKLY
Salesforce Sales Cloud Quickstart Includes the Following Components:
1. Project Kickoff and Discovery Sessions
To start, we’ll capture your unique needs to ensure your business processes will be optimized with Salesforce.
2. Account and Lead Management Setup
We’ll walk-through account management best practices and ensure we are capturing important information specific to your needs.
3. Opportunity and Sales Process Management Setup
We’ll walk-through opportunity management best practices to set up Salesforce according to your sales process.
4. Data Import
Next, we’ll import up to 2,500 rows of data for account, contacts, opportunities, and leads.
Finally, we will show you the basics and make sure you are comfortable with your solution. This is just the start, and is intended to get you up and running quickly. We recommend a more formal implementation after this Quickstart.