Discover
Shape the scope, confirm the workflow and agree the most useful first release.
Sales Cloud Quick Start
A focused Salesforce launch for teams that need a clearer pipeline, better visibility and a more reliable first go-live.
This package is designed for growing sales teams that want a practical starting point rather than a long discovery phase. It gives structure to core sales workflow, creates a cleaner operating rhythm and leaves room to extend later.
What we deliver
Core setup, light customisation and a cleaner sales operating model
- Discovery workshop and quick-start design
- Core setup for Leads, Accounts, Contacts and Opportunities
- Up to 3 custom objects or equivalent light customisation
- Lead stages, opportunity stages, path and core page layouts
- Web-to-Lead or lead assignment rule setup
- Up to 2 email automations
- Up to 3 validation rules
- User setup, email configuration and permissions
- One guided data import for agreed core records
- Admin handover, user training and go-live support
Expected outcomes
- One place to manage pipeline and customer relationships
- A more consistent sales process across the team
- Better visibility of leads, deals and conversion
- A clean foundation that can be extended later
Optional add-ons
- Dashboards
- Quote process
- Additional automation
- Integrations
- Marketing handoff
- Managed support
How it usually runs
A contained package with a clear route to launch
Build
Configure the core objects, automation, layouts and controls needed for a reliable launch.
Launch
Import the agreed data, support user readiness and get the team working in the new process.
Next step
Talk through whether Sales Cloud Quick Start is the right fit.
We can start with a practical conversation about the current sales process, the quickest sensible route to value and whether this package gives the right first release.