QUICK START PACKAGES

Saasinct's Salesforce Quick Start is the way for you to realize a fast return from your investment in Salesforce Sales Cloud and/or Experience Cloud.  Our Quick Start packages are a cost-effective alternative to custom implementations, ideal for organizations new to Salesforce or looking to expand to a new cloud.


In our first session together, we discuss your goals and challenges, where you are today, and where you want to be in the future.  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 Quick Start

Business Process Review
Saasinct Foundation Best Practices
Saasinct Data Quality Best Practices
User Setup
Sharing & Security

Sales Path Configuration
* Sales Objects Included
Views
Tailored Reports
Dashboards
Workflow / Approval Automation
** Data Import Files
Training
*** Follow Up Debrief

Essentials

$9,000

40 Hours
4 - 6 Week Project

-




2
2
-
-
< 5,000 rows
1 Hour

Complete

$14,500

64 Hours
6 - 8 Week Project





+ 1 Custom
2
4
1
1
< 10,000 rows
2 Hours

  * Objects included: Leads, Accounts, Contacts, and Opportunities.

** Ready-to-import, single sheet CSV file for Contacts, Leads, Accounts, or Opportunities.

*** 30-min Q&A session 2 weeks after project completion.

Experience Cloud Quick Start

Business Process Review
Create Community using Template
User Setup
Setup Community URL

Apply Company Logo & Colors
Setup Landing Page
Create Pages
Profile, Object & Field Level Security
Setup Knowledge Base
Lead / Case Assignment Rules
Configure Chatter Collaboration
Administration Training
* Follow Up Debrief

Essentials

$9,000

40 Hours
4 - 6 Week Project





5

-
-
-
1 Hour

Complete

$14,500

64 Hours
6 - 8 Week Project





10




2 Hours

  * 30-min Q&A session 2 weeks after project completion.