Quickstart Packages for Salesforce Implementation
Strategic Salesforce Set Up:
Aligned With Your Goals, Driven by Our Experts
Begin Your Quickstart Experience Now
About Our Salesforce Quickstart Packages
Achieve Measurable Results Faster With Personalized Salesforce Solutions
Designed for growth-oriented, early-stage, mid-market, and enterprises, our packages ensure a swift yet top-notch Salesforce implementation and configuration across Service, Sales, and Experience Clouds. Our Salesforce consultants will navigate you through development, deployment, customization, comprehensive user training, and beyond. Say goodbye to implementation woes and embrace a seamless Salesforce adoption that unleashes operational excellence, delivering superior ROI at every step.
Key Benefits of Our Salesforce Quickstart Packages
- Up and running in weeks, not months
- Expert guidance at every step
- Transparent pricing
- Scalable and customizable solutions
- Minimized risk of project delays and technical issues
- Boost team efficiency and productivity
Basic
- Lightning Service Console Set Up and Configuration
- Web-to-Case Set Up
- Email-to-Case Set Up
- Knowledge Base (KB) Set Up
- Case Assignment Rules
- Public Groups and Queues
- Case Feeds
- Case Teams
- Auto-Response Email Templates
- Page Layouts
- Sharing and Security
- Record Type Based on Profiles
- Omni-Channel-Queue Based Routing
- Omni Supervisor
- Reports & Dashboards
Intermediate
- Skill-Based Omni-Channel Routing
- Entitlement Management & Milestones
- Live Chat Set Up
- Set Up Offline Support
- Macros
- Native Survey Set Up
- Knowledge Centered Support (KCS)
- Global Handoff Process(GHO)
- Integration with 3rd Party Tools: Survey Monkey, Jira
- Mobile Publisher
- Field Addition on the Article Detail Page
- Einstein Bots
- Einstein Article Recommendation
- Einstein Reply Recommendation
- Einstein Next Best Action
- Einstein Case Classification
- Custom Reports & Dashboards
- Multilingual Knowledge Base (KB) Translations
Advanced
- Computer-Telephony Integration
- Case Quality Management
- Skill and Queue-Based Omni-Channel Routing
- Improved Knowledge Base (KB) Search Using Filters
- SMS-to-Case Support
- Social Customer Service
- Analytics: Reports and Dashboards – 360-Degree Customer View
- Salesforce Voice
- Dynamic Milestones
- Whatsapp Support
Basic
- Customization and Branding
- Personalization
- Case Creation
- Chatter
- Blogs-Move Inter
- Contact Support
- Discussion Groups (Questions/Posts)
- Documentation
- Enablement
- Forums
- Groups
- Top Videos
- Offers and Promos
- Profile-Based Views and Layouts
- Reports & Dashboard
- Sales Order Information
- Support Console Set Up and Configuration
- Topics
- Training
- User Registration
- User Profile
- Voting
Intermediate
- Events
- User Onboarding
- Knowledge base
- Gamification – Reputation points, missions
- Moderation Rules
- Lead Registrations/ Opportunities
- Communication Survey
- Live Chat
- Webinars
- Lightning Bolt
- Google Analytics
- News & Updates
- Top Videos
- Profile-Based Views and Layouts
Advanced
- Einstein Bots
- SSO Set Up
- Cognitive Search
- CMS Connect
- Multilingual Communities
- Authorization Flow With OAuth
- Sales Order Management
- Event Management & Marketing
- User License Management
- Asset Management
- CPQ for Partner Portals
- Third-Party Integrations
- Multilingual Support
- Profile-Based Views and Layouts
Basic
- Customization of campaign types, members & statuses
- Template Set Up for Quote Creation
- Auto-Generated Order Forms
- Account Creation, Management, and Role Customization
- Real-time Pictorial Representation Through Dashboards
- Sales Path Creation – From Prospecting to Deal Close Status
Intermediate
- Quote Approval Process Set Up
- Enablement of Negative Quantities for Orders
- Interface Designing
- Einstein opportunity scoring for Sales Cloud Users Set Up
- Ability to Set Up Opportunity Teams
- Guided Selling
- Bidding Process for Partners
- Create Opportunity Split
- Automatic Update in the Billing Process
- Automated Approval Process Using Workflows
- Order Management
- Simplified ARR Calculations
- Automated Price Books and Product Rules
Advanced
- Dedupe Data With Automatic Rules
- Salesforce CPQ
- Flexible Discount Rules
- Automated Invoice Creation
- Flexible Tax Rules
- Automated Renewal Process
- NetSuite & SAP Integration
- Account Health Visibility
Our Team
Technical Architect
Project Manager
Business Analyst
Engineering Team
Quality Analyst
Release Manager