QUICKSTART PACKAGES
A Salesforce QuickStart is a way to get started with Salesforce Sales Cloud, Service Cloud, or Communities quickly – allowing you to realize a return on your Salesforce investment as soon as possible. Our QuickStart packages are a cost-effective alternative to custom implementations, ideal for organizations new to Salesforce or looking to add new capabilities to their existing system.
We’ll help you rethink, automate and improve existing processes, aligning Salesforce and other tools to your business needs. Saasinct will be your architect and guide, optimizing the system and training your team to use it effectively.
Sales Cloud Quickstart
Business Process Review
Best Practices Configuration
User Setup
Basic Sharing & Security
Sales Path Config
* Custom Fields
Custom Objects
Custom Reports
Custom Views
Custom Dashboards
Workflow Automation
** Data Import
Training
Essentials
$5,400
2 - 3 Weeks
-
-
10
-
-
3
-
-
< 5,000 rows
1 hour
Complete
$9,000
4 - 6 Weeks
30
1
4
2
1
1 hour
< 10,000 rows
1 hour
* Objects included: Leads, Accounts, Contacts, and Opportunities.
** Ready-to-import, single sheet CSV file for Contacts, Leads, Accounts, or Opportunities.
* Ready-to-import, single sheet and single object CSV file.
Service Cloud Quickstart
Business Process Review
Configure Service Console
Case Classification & Assignment Queues
Auto Response
Profile-Based Views / Layouts
Case Escalation Workflow
Email & Web To Case
Auto Assignment Rules
Set Up Knowledge Base
User Setup
Custom Reports
HTML Email Templates
Custom Dashboard(s)
Custom Ojects
Custom Fields
Workflows / Approvals
Administration Training
* Data Import Files/Records
Essentials
$4,500
1
2
1
-
10
-
1 hour
1/2,000
2 - 3 Weeks
Complete
$9,000
4
2
1
1
30
2 hours
1 hour
1/2,000
4 - 6 Weeks
Pardot Quickstart
Business Requirements Review
Set Up Pardot Users
Install Pardot Connector
Define Integration Users
Update Lead and Contact page layouts
Map Lead to Contact Fields
Import / Sync Prospects into Pardot
* Setup Vanity Tracker Domain
Install Pardot SEO connectors
Setup Default Scoring Rules
Landing Page Template from Pardot Template
Lead Scoring & Grading
Email templates from Pardot Templates
Setup Segmentation Lists
Set Up Engagement Studio Campaign
Administration Training
Essentials
$10,000
-
3
2
1
1 hour
Complete
$15,000
10
10
5
4 hours
* Client is responsible for updating their website.