Salesforce QuickStart Implementation

We created this introductory program to help companies who just purchased Salesforce®
and are looking to get setup on the platform quickly.

We are a team of experts with a proven methodology, who specialized in guiding our customers through the initial implementation, configuration, website integration, sales processes, Salesforce Field Service (FSL), reports & dashboards, and training. The Salesforce QuickStart typically lasts 2-3 weeks followed by ongoing support from the Cirrius team. We created this program specifically for companies that need a little help to get off the ground and start driving immediate ROI.

Key Salesforce QuickStart Benefits: 

  1. Quick and easy implementation service with a tailored setup and expert guidance
  2. Reporting and analytics that show key performance indicators (KPI’s)
  3. 1-year roadmap to help your organization create a long-term strategic vision
  4. Customized end-user training to drive adoption
  5. Establishing a professional relationship with a 5-Star rated partner for ongoing development

Salesforce QuickStart Process: 

Kick-Off & Discovery
Requirements Gathering
Salesforce Configuration
User Acceptance
Training
Go-Live!

Using a structured agenda, our Consultants will facilitate requirements gathering sessions to quickly learn the specifics of your business for the best long-term setup. We will define roles and responsibilities, schedules, timelines, sets of business processes and configurations, all necessary for the efficient use of Salesforce for your business units. As a result, we will help you build an operations plan to be used as the foundation to effectively roll-out the basic set of Salesforce features.

Sales Cloud QuickStart: 

  • User Setup which will include the creation of profiles and role hierarchy
  • Home page setup of key reports and upcoming tasks
  • Configuration of Lead, Account, Contacts, and Opportunities
  • Single Lead process optimization
  • Single Opportunity process optimization
  • Single workflow to demonstrate the power of the platform
  • Analytics setup with 6 reports and 1 dashboard
  • Training customized for your end-users

Service Cloud QuickStart: 

  • User Setup which will include the creation of profiles
  • Home page setup of key reports and upcoming tasks
  • Configuration of Account, Contacts, and Cases
  • Single support process optimization
  • Single workflow to demonstrate the power of the platform
  • Analytics setup with 6 reports and 1 dashboard
  • Training customized for your end-users

Field Service Lightning (FSL) QuickStart: 

  • User Setup which will include the creation of profiles
  • Configuration of Account, Contacts, and Cases
  • Setup of service territories
  • Setup of field service workforce
  • Setup of Work Order management and Service Appointments
  • Optimize field service schedules and route optimization
  • Setup dispatch console (appointment list and service maps)
  • Setup resource skills and work types
  • Setup of field service mobile application
  • Analytics setup with 6 reports and 1 dashboard
  • Training customized for your End-Users

Important* The Field Service Lightning (FSL) application has many additional features such as route optimization, Salesforce maps, inventory management, knowledge, surveys, and billing & payments to name a few. We can estimate additional features as requested. The main goal with field service QuickStart is to setup the main features as quickly as possible to get your team using the platform.

Salesforce CPQ QuickStart:

  • Discovery with Internal Stakeholders
  • Design Quote Process using Best Practices
  • Product Setup and Configuration
  • Product Bundles / Volume Tiered Pricing Options
  • Basic Pricing Rules
  • Discounts and Approvals
  • Quote Document Generation
  • Contract Setup with Terms and Conditions
  • Creation of Key Reports and Dashboards
  • Training for End Users

Pardot Salesforce QuickStart: 

Technical Setup: 

  • Setup CNAME and whitelist your Pardot sending IP address
  • Base Pardot configuration
  • Setup tracker and sending domains for your organization
  • IP warming prior to the execution of a full campaign
  • Implement website tracking code and Email authentication

Pardot QuickStart Configuration: 

  • Installation of the Pardot connector
  • Salesforce CRM mapping and integration
  • Add Pardot fields to the lead and contact page layouts
  • Configure Single Sign-On (SSO)
  • Design and setup of a single email template
  • Setup of a signed form or form handler landing page on your website
  • Setup of simple lead scoring
  • Setup of a single segmentation rule for population into a dynamic list
  • Configuration of a single email campaign
  • Pardot Admin Training during the implementation

Why Use Cirrius Solutions for your Salesforce QuickStart?

Every organization is different and has its own unique success factors, therefore we work to tailor each project and deliverable to your specific needs. We provide a personalized experience starting with the selection of a Team to make sure it’s a fit. The Team aligns their goals to match your culture and technologies utilized, thus providing a thorough delivery and training process making your project successful.

We deeply value our customer relationships. Our goal is to ensure you are successful on the Salesforce.com platform. We are your trusted advisor who will help you at every step of the lifecycle, from needs assessment planning to implementation to ongoing maintenance and administration. When working with Cirrius Solutions you will develop a strong relationship with our company and with the individuals on our Team. Providing you with 5-Star experience is our #1 priority and our record proves it!

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