Sales Cloud Quick Start Package

Completion Timeline: Approximately 4 Weeks
Call +1 516 637 2191 or email for more information.

Project Initiation and Business Process Evaluation:

Our team will present the strategic roadmap for the execution of the project, acquaint you with our proficient cadre of specialists, and solicit access to your Salesforce organization.

Sales Cloud Configuration

  • Lead and Account Setup and Customization
  • Configure Lead-To-Opportunity Business Process
  • Configure Opportunity to track Sales and pipeline, win rates, competitors, and sales stages for ease of reporting.

Data Import

Data Import (Max 50,000 records) for Leads, Accounts, Contacts, Products with a Predefined CSV Format


  • Comprehensive 360 degree customer view
  • Increase user adoption
  • Automate business processes
  • Close deals faster

Training (uptown 10 hrs)

Training provide for successful adoption


Create 10 reports and 2 Dashboards

Ready to get started? We can help.