- ALL SERVICES
- • Managed Services
- • Simplification of Interfaces
- • Data Migration and Processing
- • Architectural Solutions and Scoping
- • Code Review, QA and Support
- • Applications Development
- • Pre-sales and Solutions Consulting
- • Technical Audit and Support
- • Custom Applications Development
- • AI Apps
The fastest first step in Salesforce implementation
Salesforce Quick Start: Packages to Kickstart Your CRM Journey
Twistellar's Salesforce Quick Start Packages are the fastest way to get your Salesforce org up and running:
What Makes Salesforce Quick Start Implementations Unique
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 which Salesforce quick start package meets your business needs the best.
Package offerings: basic and advanced tiers
Implementation speed: 1-2 weeks, depending on the selected tier
Sales Cloud QuickStart Pack
Manage your sales processes: connect your website and email to register customer interactions, track lead conversion and sales pipelines, streamline business opportunities.
After the initial package implementation, you'll already get a capable system of record with the ability to report on the data entered.
Package offerings: basic, intermediate, advanced tiers
Implementation speed: 3 weeks – 4 months, depending on the selected tier
Implementation speed: 3 weeks
Package offerings: single offer
Package offerings: single offer
Implementation speed: 2 weeks
This package offers a powerful IDP solution capable of capturing, processing, and extracting data from various document types.
Reduce manual effort and errors when extracting and processing data from documents — invoices, contracts, and forms.
Optimize operations, improve data flow between systems, and automate repetitive tasks.
Here's a solid foundation for your integration processes that allows for managing and automating processes across your business systems and apps.
The solution includes a fully functional system with API integration, data syncing, error handling, security configurations.
Connect all your systems and data to improve productivity. Elevate omnichannel experiences to drive growth.
Package offerings: basic, basic + data migration, advanced tiers
Implementation speed: 1-2 weeks, depending on the selected tier
Use reports to calculate the service metrics and further increase the level of service.
Register customer inquiries from the website and emails, route them to the responsible agent, track timely resolution for the maximum customer satisfaction.
Implementation speed: 4 weeks – 6 months, depending on the selected tier
Package offerings: basic, intermediate, and advanced tiers
Launch fast, effective, customer-first digital experiences that connect with your audience and keep them engaged.
The package offers a fully functional platform that supports content management and user engagement via Partner, Customer, or Employee Community Portal.
MuleSoft QuickStart Pack
MuleSoft Composer Configuration QuickStart Pack
Service Cloud QuickStart Pack
Experience Cloud QuickStart Pack
Available Salesforce Quick Start Packages
MuleSoft Intelligent Document Processing (IDP) QuickStart Pack
B2C Commerce QuickStart Pack
Agentforce QuickStart Pack
Data Cloud QuickStart Pack
Field Service Lightning (FSL) QuickStart Pack
Further, you can expand the foundational setup, offering product listing and detail pages, cart, and checkout customizations.
Quickly establish a powerful eCommerce storefront with essential commerce configurations, marketing integrations, and SEO enhancements.
Enhance workflows and optimize productivity across departments with essential AI tools — Agentforce Agents.
Select from Service Agents for improved service operations, Sales Agents for sales coaching, and numerous other AI Agents.
Enjoy optimized field operations, enhance customer experiences, and improve efficiency through intelligent scheduling and real-time tracking.
The package helps leverage workforce and territory management, scheduling, mobile app configuration with offline capabilities.
The QuickStart allows enjoying simplified setup and data activation, providing a fully operational platform with tenant creation, role configuration, app connections.
Unify customer data, gain real-time insights, and deliver personalized experiences across all touchpoints.
Enhance productivity, improve decision-making, and deliver smarter customer experiences through AI-driven insights and automation.
Leverage AI-powered tools for your customer service operations and access core AI features like Generative AI, Einstein Bots, etc.
Next, you can explore advanced features like custom enhancements, integration with external applications.
This offer is a strong foundation for automating repetitive tasks across your business systems, allowing you to easily design, manage, and deploy RPA.
MuleSoft Robotic Process Automation (RPA) QuickStart Pack
Einstein for Sales and Service Clouds QuickStart Packs
Package offerings: single offer
Implementation speed: 3 weeks
Package offerings: basic and advanced tiers
Implementation speed: 2 weeks – 2 months, depending on the selected tier
Implementation speed: 3-5 weeks, depending on the selected tier
Package offerings: basic and advanced tiers
Package offerings: choose-your-features
Implementation speed: from 1 week, depending on the number of selected AI tools
Package offerings: choose-your-features
Implementation speed: from 2 weeks, depending on the number of selected Agents
Implementation speed: 4-8 months, depending on the selected tier
Package offerings: basic and advanced tiers
Implementation speed: 2 weeks
Implementation speed: 3 weeks – 4 months, depending on the selected tier
Package offerings: basic, intermediate, advanced tiers
Implementation speed: 2 weeks
Package offerings: single offer
Package offerings: basic, standard, enterprise
Implementation speed: 1-5 weeks, depending on the selected tier
Implementation speed: 2-6 weeks, depending on the selected tier
Package offerings: basic, standard, enterprise
After the initial setup, you will enjoy Tableau-powered dashboards with precise tracking of key metrics, customer behavior, and trends.
Transition Tableau workbooks and data sources to Tableau Cloud to enjoy seamless updates, improved collaboration, and reduced infrastructure costs.
Tableau Migration to Cloud QuickStart Pack
Data Cloud for Tableau QuickStart Pack
Integrate and visualize business-critical data from diverse sources such as Salesforce, Google Analytics, CSV files, and databases to foster data-driven decision-making.
Use Tableau-powered dashboards for precise tracking of key metrics, customer behavior, and trends.
Implementation speed: 1-2 months
Package offerings: single offer
Configure Price Quote (CPQ) QuickStart Pack
Optimize and automate your sales quoting process, ensuring accuracy, efficiency, and consistency in pricing and proposals.
After the initial setup, you’ll have a functioning platform with core pricing rules and approval processes in place.
Get a capable system of record with donor capturing from a website form, email integration, and the ability to report on the data entered.
Manage donor relationships, fundraising, programs, and volunteer engagement efficiently.
Launch your marketing automation and customer engagement initiatives that include Lead and Contact sync, Journey Builder.
Create personalized, data-driven marketing campaigns that enhance customer engagement and drive revenue growth.
Outomate marketing campaigns, improve lead management, and enhance customer engagement.
Get a marketing automation platform that allows you to track, convert and nurture your leads and customers, with the ability to report on the data.
Nonprofit Cloud QuickStart Pack
Marketing Cloud QuickStart Pack
Marketing Cloud Account Engagement (Pardot) QuickStart Pack
Package offerings: single offer
Foundations for Sales/Service Cloud Users QuickStart Pack
Expand Sales Cloud capabilities by integrating cross-cloud data, providing a 360-degree customer view within sales records.
Deliver cross-cloud visibility and AI-powered assistance, enabling Service agents to access related sales and marketing data, utilize Agentforce for faster case resolution.
Start with catalog, categories and bundles setup, price adjustment schedules, and different selling models for each product to optimize pricing and sales strategies.
Optimize revenue processes on Salesforce to ensure effective Revenue Lifecycle Management (RLM) and maximize revenue potential through improved workflows and automation.
Revenue Cloud QuickStart Pack
Tableau Pulse QuickStart Pack
Leverage real-time alerting and monitoring to stay informed about critical data changes and respond promptly to trends, anomalies, or shifts in key metrics.
After the initial setup, you will have key metrics created to monitor across different functions, along with customized Tableau Pulse digests.
Package offerings: basic, standard, enterprise
Implementation speed: 1-5 weeks, depending on the selected tier
Implementation speed: 2 – 4 weeks, depending on the selected tier
Package offerings: basic, standard
Package offerings: basic, standard
Implementation speed: 2 – 4 weeks, depending on the selected tier
Implementation speed: 2 – 4 weeks, depending on the selected tier
Package offerings: basic, standard
The Standard tier allows using Data Cloud to unify data and empower support teams with optimized workflows, consistent communication, and better case resolution.
Enhance Service Cloud with cross-cloud visibility and AI-driven assistance, empowering service agents with access to sales and marketing insights.
Foundations & Service Cloud QuickStart Pack
Foundations & Marketing Cloud QuickStart Pack
Expand Marketing Cloud features at no cost, including email campaigns, segmentation, and send-time optimization (STO).
With the Standard tier, you can leverage Data Cloud to unify data across Sales, Service, Marketing, and Commerce, providing segmentation capabilities, and more.
Empower your sales reps to personalize outreach, accelerate deal cycles with secure payment options, and operate more efficiently.
Enhance Sales Cloud by unifying data from across Salesforce clouds, giving sales teams a complete, real-time view of each customer directly within their sales records.
Foundations & Sales Cloud QuickStart Pack
Implementation speed: 1-2 months, depending on the selected tier
Package offerings: basic, standard
Package offerings: basic, standard
Implementation speed: 1 week – 3 months, depending on the selected tier
Foundations & Commerce Cloud QuickStart Pack
Enjoy basic commerce capabilities, including a customizable storefront, secure payment links, and merchandising tools.
These features empower businesses to manage orders, process payments, and seamlessly integrate commerce data with your sales and service operations.
Package offerings: basic, standard
Implementation speed: 5 – 7 weeks, depending on the selected tier
Package offerings: single offer
Benefit from the integration with marketing systems and customizable reports.
Quickly and efficiently launch a loyalty program. Register loyalty events for point accrual or redemption, and automate point tracking and tier management processes.
Loyalty Management QuickStart Pack
Implementation speed: 7 weeks
Package offerings: basic and advanced tiers
With the QuickStart, you can connect data to create visually appealing reports and dashboards, delivering a clear overview of key organizational data.
Tableau Cloud enables enhanced decision-making, real-time collaboration, improved data security, optimized reporting, and faster insights.
Tableau Cloud QuickStart Pack
Implementation speed: 2-4 weeks, depending on the selected tier
The Benefits of Salesforce
Quick Start Packages
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:
QuickStart Packs are straight-to-the-point yet efficient Salesforce implementations.
Hassle-free Salesforce Setup
A regular Salesforce 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 Salesforce quick start packages have fewer hours for customization than our fully-fledged implementation services, the Twistellar team will be following your project 24/7.
Adoption Journey
Timeframes Starting from 2 Weeks
They include the basic setup and configuration of a Salesforce product, data migration, custom reports and dashboards, and, crucially, Salesforce training and onboarding.
The Salesforce quick start packages' 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.
Salesforce quick start packages ensure 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 Salesforce 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 success
rating on Clutch and AppExchange
5-star
Support and hypercare
7
Going into production
6
User training sessions
and onboarding
and onboarding
5
User acceptance testing
4
Implementation stage
3
2
Selection of Salesforce QuickStart Pack and its à la carte options with budget and estimate discussions
A launch meeting to talk about your business's needs and objectives
1
A launch meeting to talk about your business's needs and objectives
1
2
Selection of Salesforce QuickStart Pack and its à la carte options with budget and estimate discussions
Implementation stage
3
User acceptance testing
4
User training sessions
and onboarding
and onboarding
5
Going into production
6
Support and hypercare
7
A launch meeting to talk about your business's needs and objectives
1
2
Selection of Salesforce QuickStart Pack and its à la carte options with budget and estimate discussions
Implementation stage
3
User acceptance testing
4
User training sessions
and onboarding
and onboarding
5
Going into production
6
Support and hypercare
7
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.
Support and hypercare
7
Going into production
6
User training sessions
and onboarding
and onboarding
5
User acceptance testing
4
Implementation stage
3
2
Selection of Salesforce QuickStart Pack and its à la carte options with budget and estimate discussions
A launch meeting to talk about your business's needs and objectives
1
A launch meeting to talk about your business's needs and objectives
1
2
Selection of Salesforce QuickStart Pack and its à la carte options with budget and estimate discussions
Implementation stage
3
User acceptance testing
4
User training sessions
and onboarding
and onboarding
5
Going into production
6
Support and hypercare
7
A launch meeting to talk about your business's needs and objectives
1
2
Selection of Salesforce QuickStart Pack and its à la carte options with budget and estimate discussions
Implementation stage
3
User acceptance testing
4
User training sessions
and onboarding
and onboarding
5
Going into production
6
Support and hypercare
7
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.
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
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
Previously, we relied on multiple systems — Monday, Notion, Freshdesk, and emails — which made it challenging to keep track of projects and tasks. Now, having everything centralized in Salesforce has been a significant improvement. It’s already saving us time, enhancing service quality for our customers, speeding up response times, and streamlining internal collaboration on projects.
Nicolas Vodoz
Chief Executive Officer
Twistellar has been fantastic, earning a solid five out of five from Designfit. Even though I had experience with sales tools from a decade ago, the rapid changes in technology made parts of the process challenging. Twistellar excelled in providing clear explanations and guidance.
Alice Inigo-Jones
Development
& Strategy Director
& Strategy Director
Jumpstart Your CRM Journey with Salesforce Quick Start Implementation
Contact us today to learn more about the available quick start packages and how they can help your company expand.
Twistellar can help your business craft a more personalized strategic roadmap.
Need more customization for your Salesforce implementation?
Related service
FAQ: Salesforce Quick Start
A Salesforce QuickStart Package 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.
- 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:
Alternatively, Twistellar's team of Salesforce professionals is always happy to pitch in and help you get started with the CRM implementation as effortlessly as possible.
- 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.
Alternatively, Twistellar's team of Salesforce professionals is always happy to pitch in and help you get started with the CRM implementation as effortlessly as possible.
Explore relevant materials for in-depth insights that highlight the transformative impact of Twistellar QuickStart implementation services.
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