If you keep up with our blog, you might see the word QuickStart thrown around a lot yet might be wondering what the heck a QuickStart is. In this post, we’ll discuss everything you need to know about a Salesforce QuickStart, and whether or not it’s the right choice for your business. We’ll be continuing this blog series of QuickStart packages with a post for each one including Sales Cloud, Service Cloud, Marketing Cloud, and more so stay tuned!
What is a QuickStart?
Before we get started, let’s explain what a Salesforce QuickStart is and how it works. In essence, a QuickStart is a fast and simple implementation of Salesforce’s products. They are meant to provide value to your business quickly and at a small price. It focuses on key planning and decision making, standard and custom configurations and essential training for companies. QuickStarts are designed for the Professional or Enterprise Edition of Salesforce or FSC.
Quickstarts are available for the following Salesforce products:
- Sales Cloud
- Service Cloud
- Marketing Cloud
- Community Cloud
- Pardot
- Social Studio
- Health Cloud
- Financial Cloud
- Philanthropy Cloud
- CPQ
- Field Services
Who is a QuickStart for?
QuickStarts are perfect for small to medium sized businesses who are looking to make a digital transformation and start working with Salesforce as quickly as possible. It’s for businesses who are interested in streamlining their operations and moving it up to the cloud. It’s also great for individual departments or small sales & customer services teams who want to get the most out of their Salesforce experience from day one.
How does a QuickStart work?
QuickStarts are performed by certified Salesforce consulting partners like SkyPlanner who are experienced in all the ins and outs of Salesforce CRM. Unlike a standard implementation, our consultants will get you onboard with Salesforce in just a few short weeks. Depending on the QuickStart package you choose for your business, you will have a team consisting of a Consultant, Project Manager, Salesforce Developer, and Quality Assurance to guide you through the implementation. We will start off by analyzing your business and identifying its needs. From there, we’ll create a roadmap to help your organization meet your management needs. We’ll determine what customer touchpoints and data need to be tracked in Salesforce, and then create reports and dashboards to visualize the information.
After the requirements gathering, our certified consultants will begin configuring Salesforce to your business. They’ll optimize the software to provide your users the best experience possible, increasing your productivity and team collaboration. Once the configuration is live, our consultants will tailor a training session for your users that reflects your business processes. We’ll go through hands-on exercises that will cover key concepts and best practices for quickly finding, creating, and updating records. Ultimately, this will help drive adoption for your users, and ensure you get the most out of your Salesforce experience.
What are the benefits of a QuickStart package?
The biggest advantage of a QuickStart is its fast implementation which makes it a great way to begin introducing Salesforce to your company. Some other benefits include:
- Dramatic improvements in a short period of time
- Fixed price engagement with a clearly defined scope and set of deliverables
- Comprehensive 360 degree view of your customer’s data across your company
- Improved analytical data and reporting with your KPIs
- Drive automation on time-consuming tasks and take the burden off shoulders your team
- Enhance the communication among your team members and close deals faster
- Knowledge transfer and best practices
- Customized end-user training with hands-on examples that drive adoption
- Proven results
Another great thing about Quickstarts is that it’s totally scalable. In other words, if your business experiences unexpected growth, you don’t have to completely change your software but instead build upon it. A Salesforce consulting partner like SkyPlanner can help you scale and leverage your Salesforce org to meet your business demand and growth.
If you’re ready to get started on a QuickStart package or on scaling your Salesforce org, please reach out to us by emailing hello@theskyplanner.com or calling directly at 305-814-7597.
If you’re interested in learning more about our QuickStart packages, click here.
