We refer to Salesforce quickstart packages as...

Right Starts

Available for Salesforce's Sales Cloud, Pardot, Service Cloud and Financial Services Cloud!

Not Just Fast… They’re Done Right!

If you’re like our clients, you’ve invested heavily into salesforce and you need a quickstart that gets you up and running quickly, but also meets your unique business needs.  That’s why we created Right Start packages.  They’re not only a highly accelerated program to get you onboarded, but they’re focused around your end to end business operations.

Sales Cloud Right Start

Our most popular quickstart packages are the Sales Cloud Right Starts.  We offer these for both Professional and Enterprise Edition.  We’ll get your team up and selling in Salesforce Sales Cloud by focusing on:

  • General sales process audit and analysis
  • Custom configuration of your org and sales process
  • Customizing leads, contacts, accounts, opportunities and activities
  • Workflows (Enterprise)
  • Importing data
  • Custom reports & dashboards
  • Email integration
  • User onboarding, training and documentation

Pricing starts at $4,400 for Professional and $7,400 for Enterprise.  Each Right Start quickstart package is custom tailored to your business.

Pardot Right Start

With our sister company being an interactive marketing agency, campaign management and automation is our core area of expertise.  Pardot is the premiere B2B marketing platform availoablein the Salesforce Ecosystem.  Our Right Start quickstart packages for pardot include:

  • Marketing process audit and analysis
  • Technical setup & SF connector
  • Customizing marketing assets & templates
  • Automation rules
  • Lead scoring and grading
  • Data importing
  • Custom reporting
  • Onboarding and training

Pricing starts at $5,500 for Growth Edition. Each Right Start quickstart package is custom tailored to your business.  Please see our options for Marketing Assets and Campaign Management with our sister company.

Service Cloud Right Start

Salesforce Service Cloud is a powerful tool for customer service.  We can help you and your team get up and running quickly and effectively with our Right Start quickstart packages.

  • General service process audit and analysis
  • Custom configuration of your org, users, roles and permission sets
  • Customizing case assignments, queues and escalation rules
  • Customize core service cloud objects
  • Email to case, email templates
  • Custom reports & dashboards
  • Email integration
  • User onboarding, training and documentation

Pricing starts at $5,950 for for Enterprise.  Each Right Start quickstart package is custom tailored to your business.

FSC Right Start

Salesforce Financial Service Cloud is a great platform for banks, insurance and financial services markets.  Our Right Start quickstart packages are catered to the unique features of FSC.

  • General sales process audit and analysis
  • Custom configuration of your org rules, profiles, roles, permission sets and security
  • Customizing leads, contacts, accounts, opportunities and activities
  • Customizing financial accounts, financial holdings, securities, Financial goals, assets and liabilities, reciprocal roles, and relationships.
  • Workflows
  • Importing data & email integration
  • Custom reports & dashboards
  • User onboarding, training and documentation

Pricing starts at $9,750 for Enterprise Edition. Each Right Start quickstart package is custom tailored to your business.  

So... How Can We Help You?

Whether you have 2 or 200 licenses for any cloud of Salesforce™, we have experienced, certified people that can help you meet your goals. Simply reach out to any of our account services team and we’ll get started to see if we’re a fit.