Discover
Shape the scope, confirm the workflow and agree the most useful first release.
Sales Cloud Quick Start
Launch Sales Cloud around your sales process.
Move leads, accounts and opportunities into one system, with agreed stages, ownership and the core automation your team needs.
What we deliver
Your Sales Cloud package.
- 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
From sales process to first release.
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
Ready to bring your pipeline into Salesforce?
Tell us how you manage leads and deals today. We will check the package against your process and data.