QUICK STARTS

Tools to Grow All Parts of Your Business or Organization

Sales, marketing, service, and more — Salesforce Products offer a range of solutions to automate and improve your operations and service. As a silver Salesforce.com partner, we offer cost-effective Quick Start services to get you up and running with these products.

OUR QUICK START PACKAGES

Sales Cloud Quick Start Package

Close more deals and generate new leads with Sales Cloud. Our Quick Start fully implements Sales Cloud with customized leads, accounts, contacts, opportunities, and training.

Account Engagement Quick Start Package

B2B Marketing Automation. With Marketing Cloud Account Engagement implemented, you can combine the power of marketing and sales to find higher quality leads, tracking engagement along the way.

Salesforce Maps Quick Start Package

Maximize your sales appointments with Salesforce Maps. Our QuickStart fully implements Salesforce Maps with installation, configuration, and maps optimization.

Salesforce Quick Start for Nonprofits

From completing your grant application process to customizing your donation and program setup to importing your current contacts, we’ll get your Nonprofit organization up and running with Salesforce.

Physician Referral Management Quick Start Package

Our Physician Referral Management Quick Start customizes Salesforce to manage patients, physicians and referrals.

Financial Services Cloud Quick Start Package

Salesforce customized to the needs of Financial Services. Our QuickStart sets up household accounts, financial accounts, contacts and opportunities, ensuring Salesforce works for you!

Health Cloud Quick Start Package

Get started withSalesforce's Health Cloud, a patient relationship platform built to give you a complete view of patient data, enables smarter patient management and makes real-time patient engagement possible.

Higher Education Data Architecture Quick Start

Salesforce's Higher Education Data Architecture is a community-driven data architecture and set of best practices designed to configure your Salesforce for the needs of Higher Ed.

Lightning Migration Quick Start Package

Increase the productivity of your team with our Lightning Migration. Our Quick Start fully implements this modern user interface which will help your team sell faster and support customers for productively.

Service Cloud Quick Start Package

Use Service Cloud to improve the efficiency of your service operations and drive customer satisfaction. We will setup your customer base, import your data and customize your cases, leaving you with a 360 degree view of each of your customers.

Experience Cloud for Customers Quick Start Package

Salesforce’s Experience Cloud brings customers, partners, and employers together with an online collaboration platform. We’ll customize your Experience Cloud Portal and help you change the way you engage with those critical to your business.

Experience Cloud for Employees Quick Start Package

Use Salesforce’s Experience Cloud to bring your employees together with an online collaboration platform. We’ll customize your Employees Experience Cloud Portal and transform how you and your employees communicate.

Marketing Cloud Quick Start Package

Marketing tools built on a digital marketing platform. We will get you setup to begin using Marketing cloud to better connect your marketing across sales, service and all customer interactions.

Experience Cloud for Partners Quick Start Package

Use Salesforce’s Experience Cloud to manage all types of partners, all in one place. We’ll customize your Partner Experience Cloud Portal and transform how you and your par communicate and help you personalize the partner experience.

CRM Analytics Quick Start Package

Find out everything you need to know about your business. We’ll configure your CRM Analytics Data Set, create your dashboards and customize Wave reports. Plus, we’ll configure it for desktop, mobile and tablet layouts so you can access your analytics from anywhere.

Sales Cloud + Marketing Cloud Account Engagement Quick Start Package

Combine the power of marketing and sales! With our Quick Start we will implement Sales Cloud and Marketing Cloud Account Engagement, allowing you to find higher quality leads, tracking engagement along the way.

Sales Engagement Quick Start Package

Speed up your sales process with Sales Engagement. Our QuickStart fully implements Salesforces's Sales Engagement tools to help you boost your sales team productivity.

Integration Cloud Quick Start Package

Leverage the power of integration to create seamlessly connected customer experiences. Our Integration Cloud Quick Start will set you up to surface data regardless of where it resides to connect every system, customer and device in a whole new way.

Salesforce CPQ Quick Start Package

Automate your CPQ (Configure, price quote). We will help you use CPQ to standardize quotes so that your sales reps can easily and accurately create them, leading to faster proposals and contracts and a streamlined billing process.

Salesforce CPQ + Renewal Process Quick Start Package

Automate your CPQ (Configure, price quote). We will help you use CPQ to standardize quotes so that your sales reps can easily and accurately create them, leading to faster proposals and contracts and a streamlined billing process.

Field Service Lightning Quick Start Package

Improve management of your onsite support . Our Quick Start implements and customizes Field Service Lightning to help your team deliver better service in the field.

FSL + Crew Management Quick Start Package

Improve management of your onsite support . Our Quick Start implements and customizes Field Service Lightning to help your team deliver better service in the field.

Salesforce Revenue Intelligence Quick Start Package

Unite CRM Analytics dashboards and analytics with Revenue Intelligence. We'll schedule and configure data sync and recipes to run in sequence, and configure the Revenue Insights dashboards to help sales teams gain performance insights to build stronger pipelines, improve forecast accuracy, and generate more revenue.

Slack Quick Start Package

Give your team a more intuitive, engaging, and productive way to work. Our Quick Start will integrate Slack with your Salesforce to help you connect all teams and tools and help your team close deals faster.

On-Demand Salesforce Consultant

All-inclusive full service Salesforce consulting by phone, web meeting, or email, including best practices, administration, development, and data importing.

Quip Quick Start Package

Quip helps you collaborate and create, all in one place. Our quick start with integrate Quip with Salesforce to help users manage living documents, centralize teamwork, and enrich collaboration.

Digital Engagement Quick Start Package

Digital Engagement helps you engage with customers on any device to deliver exceptional experiences. Our quick start will help agents communicate with customers quickly and efficiently in the channel of their choice.

HR Service Center App Quick Start Package

Employee Transitions for HR Service Center guides your employees through transition events from onboarding to retirement. Our quick start automates the HR tasks required for a transition event to complete it with ease from its initiation by an HR agent to completion by an employee.

HR Service Center Employee Transitions Quick Start Package

Employee Transitions for HR Service Center guides your employees through transition events from onboarding to retirement. Our quick start automates the HR tasks required for a transition event to complete it with ease from its initiation by an HR agent to completion by an employee.

Salesforce Scheduler

Scheduler faster with our Salesforce Scheduler Quick Start. We'll configure locations, hours, resources and teams, for successful appointment scheduling. We'll configure skills and availability to maximize the availability of your workforce.

Consumer Goods Quick Start Package

Get started with Salesforce Consumer Goods Cloud, a platform that allows you to plan, execute, and deliver service in a way that nurtures business growth and grows customer satisfaction.

Service Cloud Voice Quick Start Package

Sometimes it’s easier to talk on the phone. With our Service Cloud Voice quick start package, agents can answer and make calls and resolve customer issues from the Service Console.