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Quickstart Packages

Lightning Migration
Quickstart Package

$3,950
Get Started
Completion Time

Approximately 2 Weeks

  • Project Kickoff and Strategy Sessions: We’ll discuss your finalized goals for the new features includec in Salesforce Lightning.
  • User Interface: We’ll perform page layout and list view modifications better suited for the Lightning experience.
  • AppExchange Apps: We’ll install the newest versions of up to two apps from the App Exchange that are Lightning compatible.
  • Project Kickoff and Strategy Sessions: We’ll discuss your finalized goals for Salesforce, including a customization plan for your process.

Financial Services Cloud
Quickstart Package

$3,950
Get Started
Completion Time

Approximately 4 Weeks

  • Household Setup: We’ll configure households for storing household and family data for use in marketing campaigns and reporting.
  • Contact Setup : We’ll setup contacts to manage individual client goals, objectives, and timelines for the services you’re offering.
  • Opportunity Setup: We’ll configure opportunities to be used for deal-tracking so you can see and manage the pipeline with a high amount of detail.
  • Financial Accounts Setup

Health Cloud
Quickstart Package

$3,950
Get Started
Completion Time

Approximately 4 Weeks

  • Project Kickoff and Strategy Sessions : We’ll discuss your finalized goals for Salesforce, including a customization to your practice process.
  • Patient and Patient Card Setup: We’ll setup your patient and patient card object for tracking detailed patient information.
  • Diagnosis and Care Plan Management : We’ll configure the diagnosis and plan management modules for managing diagnosis, treatments, and care plans displayed on a patient timeline.
  • Physician Assignment Setup

Field Service Lightning
Quickstart Package

$14,950
Get Started
Completion Time

Approximately 8 Weeks

  • Project Kickoff and Strategy Sessions: We’ll discuss your finalized goals for Salesforce, including a customization plan for your sales process.
  • Service Region & Workforce Setup: We’ll configure your regions, service territories, and locations to track service work by geography. We’ll model your work areas to also include warehouses, vans, or work sites if needed.
  • Workforce & Time Tracking Setup: We’ll create service resources and crews modeled after your workforce grouped by skills and experience to be assigned service appointments. We’ll also establish operating hours and time tracking for reporting on time spent on assigned tasks.
  • Work Orders & Inventory

Salesforce CPQ
Quickstart Package

$14,950
Get Started
Completion Time

Approximately 10-12 weeks

  • Project Kickoff and Strategy Sessions: We will conduct five strategy sessions
  • Create Catalog Structure and Products : We’ll create your product catalog and price lists, and up to 500 product codes
  • Sales and Approval Workflow : We’ll configure your primary attributes, sales workflow, up to 10 discounting rules, and up to 3 approval processes
  • Salesforce Integration : We’ll configure CPQ to integrate with your new or existing Salesforce org for record reciprocity.

Service Cloud
Quickstart Package

$2,950
Get Started
Completion Time

Approximately 4 Weeks

  • Project Kickoff and Strategy Sessions: We’ll discuss your finalized goals for Salesforce, including a customization plan for your sales process.
  • Account and Contact Setup : We’ll configure and create fields on accounts and contacts -your customer base.
  • Service Cloud Console Setup : We’ll configure the Service Cloud Console including all components, lists, buttons or quick action links necessary.
  • Case Setup : We’ll customize Cases, including list views, queues, custom fields, and page layouts for your customer service department to manage inbound tickets.

Sales Cloud
Quickstart Package

$2,950
Get Started
Completion Time

Approximately 4 Weeks

  • Project Kickoff and Strategy Sessions: We’ll discuss your finalized goals for Salesforce, including a customization plan for your sales process.
  • Lead and Account Setup : We’ll configure and create fields on leads, accounts and contacts – your customer base.
  • Customized Opportunity :We’ll set up opportunity fields for precise sales tracking.
  • Spreadsheet Import: We’ll reformat and import a spreadsheet of up to 1,000 rows of data, including contacts, activities, and order history.

Marketing Cloud
Quickstart Package

$4,950
Get Started
Completion Time

Approximately 4 Weeks

  • Project Kickoff and Strategy Sessions: We’ll discuss your finalized goals for the Marketing Cloud, including a customization plan for your marketing process.
  • Marketing Cloud Connector : We’ll install and configure the Marketing Cloud Connector to Salesforce.
  • Journey Builder & Email Templates : We’ll customize the Journey Builder for a unique visitor experience, to guide customers through your brand with up to five email templates.
  • Marketing Cloud Training: We’ll provide one hour of Marketing Cloud training.