SALESFORCE QUICK START PACKAGES

Publish date:

• 19th August, 2022

Salesforce offers a range of products for firms that automate processes and ramp up productivity & service. Codleo as leading Salesforce consultants in the  US provides pocket-friendly Quick-start services to set you up for success. Our blog today will focus on these Quick start packages that can be deployed in a matter of some weeks and are easy on the pocket. Let’s read about these offerings from Codleo Salesforce Consultancy. 

• Sales Cloud QuickStart package by Codleo Salesforce Consultancy 

• Service Cloud QuickStart package 

• High-Velocity Sales QuickStart package 

• Marketing Cloud QuickStart package 

• Pardot QuickStart package by Codleo Salesforce Consultancy 

• Not for Profit QuickStart package 

• Education Cloud QuickStart package 

We now read about each of them individually. 

Sales Cloud – This cloud focuses on enhancing the robustness of the sales team with the result in an uptick in sales and ROI. Its special features ensure a robust sales process, a 360-degree view of all clients & prospects, and enable efficient communication across channels of choice. It includes -  

• Project Kick-off and Strategy Sessions -Project commencement and engagement sessions. Meet the Salesforce Consultancy team and review the plan & details. 

• Lead Personalization - Customization of leads for qualifying faster & smartly. Personalization in Salesforce to get results. 

• Account Configuration - Configure accounts for documenting data related to anyone associated with the sales process. 

• Contact Customization - Customization of contacts to ensure deeper connections that give a boost to the sales process. 

• Opportunity Configuration - Configure opportunities for monitoring sales & potential sales pipeline, win rates, competitors, and so on. 

Salesforce Service Cloud – It is software that maximizes the entire client servicing process making it robust and efficient. Let your clients take charge with varied self-service options with the help of Codleo Salesforce Consultancy. Help customers by giving them access to knowledge articles, account information, and the right community members. It includes - 

• Project Kick-off and Strategy Session - Project commencement and engagement sessions.  Meet the Salesforce Consultancy team and review the plan & details. 

• Account and Contact Setup - Configure & create fields on accounts and contacts. We will do it for you to get you started on the right path. 

• Console Setup - Service Cloud console setup. We’ll configure all components, lists, buttons, or quick action links required. 

• Case Setup - Customise cases to resolve inbound queries. This includes list views, queues, custom fields, and page layouts. 

Salesforce Cloud HVS - It is a streamlined solution created for inside sales teams ( including sales development and business development personnel ) and created to speed up the sales cycle. It brings together many of Salesforce’s core technologies with recently released features. It includes - 

• Project Kick-off and Strategy Sessions - Project commencement and engagement sessions. . Meet the Salesforce Consultancy team and review the plan & details. 

• Lead and Account Setup - Lead and account setup. We configure & create fields on leads, accounts, and contacts. 

• Customized Opportunity - Customization of opportunity fields for focused tracking. Be productive and increase efficiency. 

• Lightning Dialler - Configuration of the Lightning dialler. This enables the use of click-to-call, direct dial, notepad, automatic call logging, voicemail drops, and so on 

For more on these packages, call the Codleo Salesforce Consultancy team for a quick engagement. 

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About the Author

Shalini Sharma

Shalini heads pre-sales and the Human Resource Department with a focus on building processes, with a people-centred approach.