The fastest first step in Salesforce implementation
Salesforce Sales Cloud
QuickStart Pack
Salesforce Sales Cloud QuickStart Pack is the fastest way to get your Salesforce org up and running
Sales Cloud QuickStart Implementation Package
A straightforward, affordable, and easy-to-understand implementation where you pay for the functionalities you select yourself.
Despite the rapid pace of the implementation process, you get a system of record with unlimited scalability capabilities as a result.
Most of the project budget is allocated to consulting, training, and outlining recommendations to help you get the most out of the implementation.
Salesforce best practices
Fast Salesforce implementation
À la carte pricing model
Complete the form below, and we will contact you within 24 business hours to schedule a discovery call and discuss how the package can be tailored to your specific needs.
Onboarding
and training
and training
Data migration
of historical info
of historical info
Sales process elements and pages setup
Reports
and dashboards
and dashboards
Lead capturing
from a website form
from a website form
Email
integration
integration
AppExchange
package configuration
package configuration
QuickStart offers immediate benefits and capabilities that you can scale as your business needs expand:
The Benefits of the Sales Cloud QuickStart Package
Twistellar's QuickStart implementation for Salesforce has been designed to help your business enjoy the benefits of implementing a CRM, skip the complexity, and jump right to:
The QuickStart Pack is a straight-to-the-point yet efficient Sales Cloud implementation.
No-Frills Sales Cloud Setup
A regular Salesforce Sales Cloud implementation can take months to get a business started with the CRM.
Twistellar's years of experience in Salesforce consulting and development have allowed us to drill down to identify the fundamentals.
High-Quality Foundation
Whether you're a startup or a large company, budget predictability is essential for financial planning and control.
Fixed-Price Implementation
Although the QuickStart Pack has fewer hours for customization than our fully-fledged Sales Cloud implementation service, the Twistellar team will be following your project 24/7.
Adoption Journey
2-Week Timeframe
It covers data model configuration, website connection, email integration, data migration, reports and dashboards, and – importantly – Salesforce training and onboarding.
The pack's timeboxed configurations ensure that the set tasks and objectives stay on track while meeting the implementation deadlines.
The fundamentals that will help you successfully take off and scale by leveraging a boatload of Salesforce's customization possibilities – if and when the timing is right.
Sales Cloud QuickStart Package for Salesforce ensures there are no cost overruns and no unexpected or escalating costs – just a quick increase in the CRM ROI.
Until you get a fully functional setup and an accelerated Sales Cloud adoption by your team.
For years, we've been helping businesses of all sizes implement Salesforce. This has helped Twistellar create a unique service for companies that understand the ever-growing Salesforce advantages but are just starting their journey and not yet ready to take a big leap toward a full-scale implementation of the CRM.
And the best part is:
Twistellar Knows How to Do the Job
If you are a startup, small, or medium-sized business looking for a knowledgeable Salesforce implementation partner who values every single customer, let's talk! We are always happy to pitch in.
600+
successfully delivered projects
24/7
personal involvement of Twistellar founders in project delivery
rating on Clutch and AppExchange
5-star
Through multiple deployments, we have honed our quick start methodology to help you get your Salesforce org up and running quickly and efficiently.
The Quickstart Journey: What to Expect?
We know how hard it is to find a reliable partner for your project. We can prove the opposite.
Our team will investigate your situation in detail, choose the most suitable solution, assist with user training and onboarding, and make your automation project a success in the long run.
Data migration of historical info
5
A launch meeting to talk about your business's needs and objectives
1
Email integration
4
2
Sales Process Elements and Pages Setup (Lead, Contact, Account, Opportunity, Task and Events)
Lead capturing from a website form
3
Onboarding and training
7
Reports and dashboards
6
Data migration of historical info
5
A launch meeting to talk about your business's needs and objectives
1
Email integration
4
2
Sales Process Elements and Pages Setup (Lead, Contact, Account, Opportunity, Task and Events)
Lead capturing from a website form
3
Onboarding and training
7
Reports and dashboards
6
Data migration of historical info
5
A launch meeting to talk about your business's needs and objectives
1
Email integration
4
2
Sales Process Elements and Pages Setup (Lead, Contact, Account, Opportunity, Task and Events)
Lead capturing from a website form
3
Onboarding and training
7
Reports and dashboards
6
Data migration of historical info
5
A launch meeting to talk about your business's needs and objectives
1
Email integration
4
2
Sales Process Elements and Pages Setup (Lead, Contact, Account, Opportunity, Task and Events)
Lead capturing from a website form
3
Onboarding and training
7
Reports and dashboards
6
Through multiple deployments, we have honed our quick start methodology to help you get your Salesforce org up and running quickly and efficiently.
The Quickstart Journey: What to Expect?
We know how hard it is to find a reliable partner for your project. We can prove the opposite.
Our team will investigate your situation in detail, choose the most suitable solution, assist with user training and onboarding, and make your automation project a success in the long run.
Data migration of historical info
5
A launch meeting to talk about your business's needs and objectives
1
Email integration
4
2
Sales Process Elements and Pages Setup (Lead, Contact, Account, Opportunity, Task and Events)
Lead capturing from a website form
3
Onboarding and training
7
Reports and dashboards
6
Data migration of historical info
5
A launch meeting to talk about your business's needs and objectives
1
Email integration
4
2
Sales Process Elements and Pages Setup (Lead, Contact, Account, Opportunity, Task and Events)
Lead capturing from a website form
3
Onboarding and training
7
Reports and dashboards
6
Data migration of historical info
5
A launch meeting to talk about your business's needs and objectives
1
Email integration
4
2
Sales Process Elements and Pages Setup (Lead, Contact, Account, Opportunity, Task and Events)
Lead capturing from a website form
3
Onboarding and training
7
Reports and dashboards
6
Data migration of historical info
5
A launch meeting to talk about your business's needs and objectives
1
Email integration
4
2
Sales Process Elements and Pages Setup (Lead, Contact, Account, Opportunity, Task and Events)
Lead capturing from a website form
3
Onboarding and training
7
Reports and dashboards
6
At Twistellar, we handle every stage of your project, from in-depth analysis of your business needs to comprehensive solution development and change management.
What Customers Say About Twistellar
What Customers Say About Twistellar
The work that Twistellar did was super professional! Always responsive, even after the go-live, you were providing responses and support within minutes to the whole team who were shooting questions at you. The "customer-first" approach that you guys take, that's how it should be, and that's how it worked with Twistellar. It was a very successful project!
Luke Fier
Financial Controller, Head of Staff at Subaio
Thanks a lot for making SF a great New CRM for us! The final output is both comprehensive and scalable, so our sales team can easily manage the solution with efficiency. We are especially thrilled with the easy overview and transparency of the following-up process, which is an important part of our customer journey. We were consistently updated on the project's progress, and provided with high-quality results and expertise.
Camilla Vedel
Global Sales Director at SproutWorld
If Twistellar were a wine, I would say that it is the kind of wine that is very exclusive and won't fail the expectations when uncorked. Without a doubt, Twistellar deserves a five-star rating from us.
Miguel Zurbano Sanchez
Director of Operational Excellence Vivino
We used Twistellar to implement Salesforce at our company. It was a very successful project, and Twistellar is one of the best consulting firms I've ever worked with. During the process, we refined our requirements. Twistellar brought a lot of knowledge and experience which helped shape the solution and our processes.
Rick Kanemasu
Chief Technology Officer at SANIL
Jumpstart Your Sales Cloud with Salesforce QuickStart Implementation
Contact us today to learn more about the Sales Cloud Quick Start package and how it can help your company expand.
Twistellar can help your business craft a more personalized strategic roadmap.
Need more customization for your Salesforce Sales Cloud Implementation?
Related service
FAQ: QuickStart Salesforce Sales Cloud Setup
A Salesforce QuickStart Package, such as Twistellar's Sales Cloud QuickStart Services, is a pre-packaged and streamlined solution designed to fast-track the implementation and adoption of Salesforce Sales Cloud.
It offers a comprehensive set of services to ensure a swift, efficient, and effective setup of this CRM platform.
It offers a comprehensive set of services to ensure a swift, efficient, and effective setup of this CRM platform.
This solution is well-suited for SMBs aiming to implement the Salesforce SRM quickly and cost-effectively.
It allows businesses to get a capable system of record with the ability to report on the data entered without a significant upfront investment.
Additionally, this approach offers the flexibility to scale and add more advanced capabilities as your business needs to evolve, ensuring that the solution grows with you.
It allows businesses to get a capable system of record with the ability to report on the data entered without a significant upfront investment.
Additionally, this approach offers the flexibility to scale and add more advanced capabilities as your business needs to evolve, ensuring that the solution grows with you.
The Twistellar's Sales Cloud QuickStart typically includes the following key components and services:
- Launch meeting: An initial meeting to discuss your business's specific needs, objectives, and goals, which helps tailor the implementation to your requirements.
- Sales process elements and pages setup: Basic configuration and customization of Sales Cloud, including setting up custom fields, sales stages, and page layouts.
- Lead capturing from a website form: Integration of lead capturing mechanisms on your website, enabling the seamless flow of leads and customer information into Sales Cloud.
- Email integration: Connecting your email systems to Sales Cloud, allowing for streamlined communication and email tracking directly within the CRM platform.
- Data migration of historical info: Transferring existing historical data from your previous systems or databases into Sales Cloud to ensure a comprehensive and consolidated view of your customer information.
- Reports and dashboards: Creation of custom reports and dashboards to provide insights into your sales performance, customer data, and key metrics. Sales Cloud onboarding and training: Training sessions for your team to ensure they can effectively utilize Sales Cloud for their daily tasks and responsibilities.
- Customer-centric approach: For Twistellar, every business is unique. We focus on your specific needs, ensuring the Salesforce CRM implementation aligns with your business objectives and processes.
- Reliability: With a proven track record of experience and expertise, Twistellar is a reliable partner for your Salesforce implementation.
- Transparency: We offer clear and open communication throughout the implementation process, providing you with full visibility into the progress and decisions made.
- Professionalism: Certified Sales Cloud Implementation Specialists guide you through the implementation, bringing expertise and best practices to the table.
- Official partners: As a Salesforce CREST partner, Twistellar has the endorsement of Salesforce, signifying our commitment to quality and excellence.
- Data security priority: Your data's safety is our top priority. Twistellar ensures the protection of your sensitive information throughout the implementation and beyond.
Quickly starting with Salesforce involves several key steps to set up the CRM system efficiently. Here's a brief guide to help you get on track:
- Define your objectives: Clearly outline your business goals and what you aim to achieve with Salesforce. Whether it's improving sales, customer service, or marketing, having a defined purpose is essential.
- Select the right Salesforce edition: Choose the Salesforce edition that best aligns with your organization's size and requirements. Salesforce offers various editions, including Essentials, Professional, Enterprise, and more.
- Customize your setup: Tailor Salesforce to your unique business needs. Configure fields, workflows, and processes to match your existing operations and ensure a smooth transition.
- Data migration: Migrate your existing customer data into Salesforce to have a comprehensive view of your customer interactions. Clean and validate data during the migration process.
- User training: Train your team on how to use Salesforce effectively. Salesforce Trailhead offers extensive online training resources.
- Automation and integration: Leverage automation tools to streamline processes and integrate Salesforce with other essential software and systems in your organization.
- Ongoing support: Establish a support system to address user questions and concerns as they arise. Having a knowledgeable administrator or Salesforce consultant can be invaluable.
- Regular review and optimization: Continuously review your Salesforce setup to optimize its performance and ensure it continues to meet your evolving business needs.
Explore relevant materials for in-depth insights that highlight the transformative impact of Twistellar QuickStart implementation services.
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