Sales Cloud Quick Starter
Your reps are drowning in admin. Let's fix that in 7 weeks.
Your Salesforce Sales Cloud, production-ready in 7 weeks. We configure your CRM to reflect how your team actually sells: clean data model, automated workflows, and dashboards your managers will actually use. No scope creep. No surprises.
What Makes This Starter Pack Different
Most Sales Cloud implementations stall, not because of the technology, but because of how it's configured. The Sales Cloud Quick Starter delivers a fully configured, production-ready Salesforce environment in 7 weeks, mapped to your sales stages, your team structure, and your pipeline reality.
WEEKS
From kickoff to go-live
PLATFORM
Sales Cloud, fully configured
SPECIALISTS
BA, PM and Project Director
The problem
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72% of sales reps’ time goes to non-selling activities.
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Less than 40% of companies fully implement their CRM.
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32% of reps spend more than an hour a day on manual data entry.
Your team is probably saying things like « Forecasting is guesswork » and « We have no single source of truth for customer data ».
Without a structured CRM, sales inefficiency compounds every single quarter.
What We Deliver
Most CRM implementations fail because of poor setup, not poor software. This pack gives your team a production-ready Sales Cloud configured to match your actual sales process, not Salesforce defaults. We set up clean data architecture, smart automation (lead assignment, validation rules, email templates, approval process), and real-time dashboards so your reps can focus on selling instead of updating spreadsheets.
Platform Capabilities
We configure the core Sales Cloud modules that drive immediate value : lead management, opportunity tracking, account and contact 360° views, pipeline dashboards, forecasting, and workflow automation. Every configuration (sales stages, page layouts, record types, validation rules) reflects how your business actually works.
What We Build
Data Model & Objects
Accounts, Contacts, Leads, Opportunities with custom fields, record types, page layouts per profile, related lists and lookup relationships.
Reports & Dashboards
Pipeline dashboard, conversion reports, activity tracking, sales forecast dashboard, up to 10 custom reports
Data Model & Objects
Accounts, Contacts, Leads, Opportunities with custom fields, record types, page layouts per profile, related lists and lookup relationships.
Security &
Access
Role hierarchy, sharing rules, profile and permission set configuration, field-level security
Sales
Process
Sales stages mapped to your process, opportunity management, win/loss tracking, lead conversion with field mapping.
Data
Migration
Import of existing accounts, contacts, and open opportunities from CSV, with data cleaning guidelines
Your Project Team
Business Analyst
Discovery workshops, Sales Cloud configuration, reports, dashboards, automation, data migration, UAT.
Project Manager
Planning, timeline, risk management, weekly status, scope control, client communication.
Project Director
Strategic guidance, solution architecture validation, quality reviews, go/no-go decisions.
Accelerate NOW
your Growth & Innovation
Your growth journey starts with a conversation. Connect with our senior partners today to align our expertise in Business Model Innovation and Digital Transformation with your strategic topline priorities.