Sales Cloud Quickstart
Go live on Salesforce in 6-8 weeks
A fixed-scope, fixed-price Salesforce Sales Cloud implementation built for growing financial services firms that need speed, clarity, and a strong foundation. Saasinct’s Sales Cloud Quickstart is designed to get teams of up to 10 users live with a production-ready CRM - without the cost, ambiguity, or delay of a traditional implementation.
Why firms choose our Quickstart
Traditional CRM implementations often drag on, expand in scope, and leave teams unsure of what they are actually getting. Our Quickstart was created to solve that with a faster, more predictable way to launch Salesforce.
Speed to value
Go live in 6-8 weeks with a Salesforce Sales Cloud solution tailored to your business and ready for real-world use. Quickstart is built to help you start generating return on your Salesforce investment quickly.
Zero technical debt
Built right from day one by certified Salesforce professionals using best practices for architecture, supportability, user experience, security, and long-term scalability.
Low-risk implementation
Fixed scope, fixed price, fixed timeline. You know what is included, what it costs, and when you can expect to launch.
What’s Included
Quickstart includes the core components needed to get your team live and productive in 6-8 weeks. Across your uploaded materials, the included scope consistently covers discovery, core configuration, security, lead-to-opportunity workflows, reporting, data migration, training, UAT, and deployment.
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Discovery and best-practice design sessions
User setup and scalable security model with MFA
Lead, Account, Contact, and Opportunity setup
End-to-end sales path configuration
Custom fields and page layouts
List views, homepage dashboard, and reports
Data migration support
Train-the-trainer knowledge transfer
End-user training
User acceptance testing and go-live support
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Advanced workflows, automation, and approvals
AI features like meeting prep and insights
Third-party integrations and data enrichment
RevOps and BI capabilities
Marketing automation
Custom development and specialized components
Sales Cloud Quickstart
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Sales Cloud Quickstart ✳︎
How it works…
Kickoff & Discovery
We align on goals, review your current process, and confirm the minimum viable solution needed for launch. This phase includes onboarding, kickoff, and up to three discovery workshops.
Build & Configure
We set up users, security, sales paths, page layouts, reports, dashboards, and data templates using Salesforce best practices and a design tailored to your business.
We support UAT readiness, help your team validate the system, and provide knowledge transfer and training so users are prepared for launch.
Test & Train
Deploy & Launch
We deploy from sandbox to production, validate the release, and help you go live with confidence.
Packages & Pricing
Essential $8,000/6 Weeks
Get your sales team live with a complete lead-to-opportunity pipeline built on Salesforce best practices. Includes custom workflows, one tailored object to support your business model, dashboard reporting, secure user setup with MFA, data migration, hands-on training, one UAT cycle, and post-launch support. Best for teams ready to move fast with a proven foundation they can expand later.
Advanced $10,000/8 Weeks
Everything in Essential, plus more refinement to drive user adoption from day one. Includes an additional UAT cycle, role-based training by persona, and Einstein Activity Capture to automatically log emails and meetings from Outlook or Gmail. Best for organizations prioritizing adoption and automation that reduces user friction.