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QuickStart for Salesforce

The Salesforce QuickStart Program is for Implementations of up to 20 Users with Minimal Customizations

Larger, more complex implementations of Salesforce can also use the QuickStart model for pilot or proof-of-concept programs. This service will help you achieve a return on your investment in fewer than five days with the award-winning Salesforce CRM solution.

Why use QuickStart?

  • Rapid deployment of Salesforce—as little as five days
  • Higher adoption rate due to instructor-led, web-based training
  • Higher success rate by working with a certified Salesforce partner
  • Increased success rate due to proper configuration and customization

Process

A trained XTIVIA consultant will meet with your designated customer contact for a brief discovery meeting to gather your requirements and set expectations. During this meeting, the consultant will collect information about the following topics:

  • Company profile
  • Organizational settings
  • Web-to-lead
  • User roles
  • User profiles
  • Security controls
  • Custom fields (20 maximum)
  • 4 email templates
  • 4 basic reports
  • 2 custom dashboards
  • Data import (if applicable)

To learn more about QuickStart for Salesforce, please contact us.

More Information

For more information visit the following pages:

Let's Talk Today!

No obligation, no pressure. We're easy to talk with and you might be surprised at how much you can learn about your project by speaking with our experts.

XTIVIA CORPORATE OFFICE
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Colorado Springs, CO 80905 USA

Additional offices in New York, New Jersey,
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