Sales Cloud™ QuickStart

If you are new to Salesforce®, you may not realize it is not as simple as you think to fully configure a Customer Relationship Management (CRM) system to match your organization’s internal and external processes. Without the direction and advice of a capable certified Salesforce® Consultant to innovate your Sales Cloud™, you risk wasting your valuable time and effort on the technology rather than focusing on your team and your business. Velocity Werx is ready to take your business to the next level by fully understanding your sales processes and making recommendations for your CRM implementation based on best practices. We then implement the best solution for your Sales Team so they can focus on generating more revenue for your business.

With Velocity Werx's Sales Cloud™ QuickStart program, you'll achieve your sales velocity faster. A QuickStart Implementation Package is a shorter engagement project that is well suited for a small business looking for a rapid deployment with a single group of users (e.g. a sales team) working in the Professional or Enterprise Editions™ of Salesforce®.

Key Benefits:

  • Up and running in a few short weeks – a fast track deployment

  • Guidance and expertise on how to best leverage Salesforce® CRM to support your business processes and avoid costly mistakes

  • Training focused on users, with hands-on examples that drive adoption

  • Implementation of best practices around usability and data quality

  • Reporting and analytics that provide visibility to your key business metrics

  • Designed for Professional Edition deployments

  • Our Project Methodology

What’s included?

Discovery Session
Using a structured agenda, our consultants facilitate a requirements gathering session to quickly learn how your business markets and sells. We try and identify what information you’d like to track in Salesforce® as well as how your team interacts with customers and prospective clients. Then, we capture requirements around how you want to measure your business, so that Salesforce® is able to track your success though reports and dashboards.

Salesforce® Configuration
Once we’ve learned your vision, our consultants configure Salesforce® to support your selling methodology while making it quick and easy for your users to enter and update records. We “sweat the details” to make sure Salesforce® is optimized to provide your users the best experience possible. If we can reduce frustration and make their jobs easier – you’ll have adoption from users and a great return on your CRM investment. That’s our goal!

A QuickStart implementation includes configuration of the following CRM components:

  • Home Tab

  • Leads

  • Accounts and Contacts

  • Opportunities

  • Activities (Tasks, Events and Email)

  • Analytics (12 custom reports and 2 dashboards)

Configuration Review Meeting
At this milestone meeting, we present the configuration for your review and feedback. At this stage, we have Salesforce® 90% configured, but final changes can still be incorporated as needed. We demonstrate how your team will work in the Sales Cloud™ – managing information and tracking interactions with your customers.

Creation of Reports and Dashboards
As a business manager, visibility to your company’s data is critical. You need to know the health of your sales pipeline, progress towards quotas and individual rep contributions in real time – not when it’s too late. Once the overall configuration has been completed, we also configure two dashboards comprised of 12 custom reports.

Creation of Training Materials
Velocity Werx will tailor a training presentation in PDF format that reflects your business processes using screenshots from your configured Salesforce® instance. Presentations will consist of about ~25 slides and will be archived inside your Salesforce® instance for you to use as a reference and for training new employees.

Delivery of End User Training
It’s time to GO LIVE! You provide the room (with internet access and computers for participants) and we provide the evangelism and expertise to guide your team to success. In this training session, we cover key concepts, how Salesforce® manages data, and best practices on quickly finding, creating and updating records. We show your end users "WIIFM" (what’s in it for me) – how Salesforce® can make them more productive and successful. Participants will have hands-on exercises to reinforce business processes and drive adoption.

Total Price: $6,750.00
*Discounts available for not-for-profits and higher educations insitutions.


Contact us to accelerate your Salesforce performance.