Launch

Salesforce

the Right Way

Our Quickstart Packages help you get a clean, effective Salesforce setup in weeks, so you can start seeing value right away.

Get Live Quickly and Confidently.

We start by applying Saasinct best practices to ensure your Salesforce org is intuitive, scalable, and built for financial services. Then, alongside you and your team, we define workflow requirements, refine processes, and develop clear reporting that helps them make informed, proactive decisions — creating a better experience for your team.

Salesforce Quickstart Packages

Essential

$8,000 / 6 weeks

  • Saasinct’s best practices for user experience

  • 1 - 60 minute user shadowing session

  • 1 - 60 minute KPI collaboration session

  • Setup of Users & Security Model that scales

  • Configure End to End Sales Path (Lead, Account, Contact & Opportunity)

  • 1 - custom object to support sales process

  • Custom fields

  • Customized Home Page, Console App, and List Views

  • 1- Dashboard with up to 8 supporting reports

  • Salesforce Inbox Setup (Outlook 365 or Gmail plugin)

  • Data Import Less Than 5,000 rows

  • Train the Trainer Knowledge Transfer

  • 30 min Q&A session 2 weeks after project completion

  • 1 round of User Acceptance feedback

  • General End User Training (Recorded Session)

  • Saasinct data quality best practices

  • Data import files less than 10,000 rows

Plus

$10,000 / 8 weeks

Everything in Essential …

  • 2 rounds of User Acceptance feedback

  • Tailored training for multiple user personas

  • Einstein Activity Capture (Contact and Calendar Sync)

What’s Not Included in Quickstarts

(But can be added as enhancements)

Our Quickstarts are designed to get you live fast with a strong, scalable foundation.To keep timelines short and predictable, the following items are not included by default — but we’re happy to scope them as add-ons based on needs:

  • Advanced automation (Approvals, Workflows, Flow Builder, etc.)

  • Integrations with third-party systems

  • Advanced features such as Products, Pricebooks, Quotes, and complex configurations

  • Custom development (Apex triggers, custom components, etc.)

  • End-user inbox or email client training

  • Lightning Sync, Einstein Activity Capture, and advanced Sales Cloud Einstein features

If you need any of these capabilities, we can tailor an extended engagement or enhancement package to support your goals.

Sales Process Review
Saasinct Best Practices

Salesforce Success Path

User and Security Setup
End to End Sales Path
Basic Training
Reports & Dashboards
Executive Readout and
Recommendations