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SALESFORCE^® Quick Start Implementation

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Faster Implementations, Proven Results

Salesforce is a business transformational CRM which revolutionises how business can be automated, hence it has to be implemented with the right architecture and design. As an experienced Salesforce partner, we are committed to quickly implementing salesforce CRM with out of the box functionalities. We get you started with basic customizations, in-depth training and focusing on the most used features. We implement native configuration, business process mapping, and initial reporting.

DELIVERABLES OF Salesforce^® QUICKSTART IMPLEMENTATION

With a predefined scope of work, Salesforce QuickStart Implementation service helps our customers to maximize their Salesforce potential in a short 40-hour consulting engagement. Additionally, all the work can be done remotely, thus eliminating costly travel expenses and much more. Following are the challenges we solve by Salesforce QuickStart Implementation Package

Project management

Business Understanding Workshop

Application customization including Workflows, Process Builder & Triggers

Data Migration

Vector Image of a person giving training

End-user & Admin training

Package

Salesforce^® QuickStart Implementation Package

Our Salesforce QuickStart Packages are predefined for SME’s with fixed budget and high quality, reflecting our experience and best ideas. Our QuickStart Packages are designed to get the Salesforce instance up and running quickly and efficiently. We guarantee to make sure you can get the value from your licences within days.

Business Analysis so that we can understand your business, your requirements and your outcomes.
Configuration of all appropriate standard objects to track your sales pipeline
Up and running within as little as four to ten working days
Configuration of sales and lead conversion processes
Salesforce powered enquiry form on your website – Web to Lead
Import of your existing customer data
Email integration with Gmail or Outlook

Happy Client of Salesforce Quickstart Implementation

Success Story

Client is a certified and licensed immigration consultant, legal advisor, and a processing team who are specialized in Immigration consultancy, overseas business establishment and resettlement solutions. Their Sales Consultants were using CRM however, they were not able to customize it to their needs and could not track the meaningful relationship with their customers. Immigration customer reporting was not accurate for their management and collaboration on real-time basis was a challenge hence system adoption was a challenge.

Codleo suggested them to go for a QuickStart Salesforce implementation package for planning, out –of-the-box configurations for Sales & Operations both and necessary training to each team. We quickly implemented the 360-degree view of leads and contacts along with programs in an easy-to-use system. We listened carefully to their needs, did not waste time and were able to get everything up and running quickly.

Videos

Salesforce^® Quickstart Implementation Videos

Quickstart Templates with the Salesforce^® CLI

Get a Quickstart with Exponent Partners

Case Studies

Learn how Codleo helped these companies leverage Salesforce to significantly improve their business.

Pardot marketing tool for the marketing team

Our client is a global provider of consulting, support, and managed services for insurance firms...

Salesforce is the premier go-to tool for our entire ecosystem

Our customer is an award-winning firm in the domain of business intelligence...

Complete reporting of all activities and all sales

It is an e-learning platform for children (kindergarten to 12th grade)...

Salesforce CRM with the centralised lead database

Our client is a premier institute in Design, Fashion, Business, and Media...

Sales onboarding process along with opportunities

Our client is a family-run medium scale enterprise...

All digital interactions were unified in one place

Our customer is a digital used-car buying & selling portal...

Certified Therapists providing personalised care at home

Our client is a behavioural agency specialising in care & therapy for children...

Enable them digitally with omnichannel presence

Our customer is a corporate group that operates private universities across continents...

Pardot has made us a tech innovator in education

Our client is an executive education enabler connecting leading universities...

Better service to small businesses with Service Cloud

Our client is a group of retail experts providing cloud-based point of sale software...

Salesforce platform to bring any new leads added by their partner Agencies

our client is a Delhi based non - governmental organization...

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Checklist for Successful Salesforce Quickstart Implementation

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BENEFITS OF SALESFORCE QUICKSTART IMPLEMENTATION

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Vertical Solutions

Salesforce^® Industry Vertical Solutions

HEALTHCARE

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RETAIL

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MANUFACTURING

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EDUCATION

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PROFESSIONAL SERVICES

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FINANCIAL SERVICES

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NON PROFIT

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MEDIA

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Salesforce Products

Salesforce^® Product We Support

Products

Products On Salesforce^®

Project Management Application on Salesforce^® Platform

The solution of team, skills, techniques, planning, and execution to achieve all of the project goals

Vendor Management Application powered by Salesforce^®

Look after the flow of goods from manufacturers to the warehouse bin to the sales order

Recruitment & HR solutions application
by Codleo

Robotize the hiring team to track applications and manage talent with cutting-edge proprietary technology

Daily Travel & Expense Management
Solutions

Gear up for employee-initiated expenses remotely with fully automated suite to save time & effort

All of Our Salesforce^® Expert Consultants are trained to the highest level

Sales Cloud
Consultants

Service Cloud
Consultants

Marketing Cloud
Administrators

Platform App
Builder

System
Architect

Advanced
Administrator

Technical
Architect

Platform
Developers

Our Servcies

We provide the following Salesforce^®services for you

Salesforce
Consulting Services

Salesforce
Implementation Services

Salesforce
Integration Services

Salesforce
Support Services

Salesforce
QuickStart Implementation

Salesforce
CRM Health Check

Salesforce
Training

Salesforce
Lightning Migration

Feedback from our clients

"I was really impressed with the turnaround speed of the team and the fact that they were always invested in finding out the best solutions as per business requirement and tailored the product accordingly. Their development team works 24X7 hence the quick turnarounds"

Project Coordinator, University

"We had an excellent experience with highly skilled team who made our professional life easy and balance when it comes to business goals and accuracy of the services we deliver to our clients"

CEO, Immigration Company

"Codleo has a team of dedicated quality consultants and Sr. Developers who have the capability to deliver complex projects"

CEO, Healthcare Company

"It was a very wonderful experience to work with Codleo. Codleo was very helpful for our company from the Salesforce^® platform set up to implementation and customization- CODLEO proved what it committed."

CTO, Manufacturing Company

FAQ

Frequently Asked Questions

What are your popular quick start packages?

Sales Cloud Quick Start Packages

Set up basic Sales Cloud Architecture
Set up Account, Contact & Lead Management Process
Opportunity Tracking and Management
Forecasting
Reporting and analytics that provide visibility to your key business metrics

Service Cloud Quick Start Package

Why Choose Codleo for quick start Implementation

Our implementation is speedy so less time and resources is wasted
Expert Advice at every step to ensure you are the winner
Customized End-user training
Implementation of best practices
We impart training to your in-house trainers for the future

What’s included in Quick Start Package

What are the merits of Salesforce quick start implementation?

A curated Salesforce solution is speedily available
A blueprint to help your organization meet your management needs
Knowledge transfer and best practices

What are the Non-Deliverables of Salesforce Quick Start Implementation?

Due to the nature of speedy QuickStart implementation, some consulting services are kept out of its purview and can be requested separately.
Some of these services comprise the following:

Installation of AppExchange packages
Integration with other systems including payment-processing integration
Data export/extraction or cleansing of data
Custom code
Visualforce pages
Portals

Technology Solutions

Salesforce

Who We Are

What We Do

Digests

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Faster Implementations, Proven Results

DELIVERABLES OF Salesforce® QUICKSTART IMPLEMENTATION

Salesforce® QuickStart Implementation Package

Success Story

Salesforce® Quickstart Implementation Videos

Quickstart Templates with the Salesforce® CLI

Get a Quickstart with Exponent Partners

Case Studies

Learn how Codleo helped these companies leverage Salesforce to significantly improve their business.

Latest and greatest posts