Quick Starts

Businesses with relatively simple requirements who are looking to get going quickly with Salesforce® can benefit from our cost-saving Quick Start packages for Sales Cloud and Pardot.

All packages include a dedicated implementation specialist, consultancy, project management, training, and support for the first two months, including advice and coaching by phone or email.

Salesforce® Sales Cloud CRM

  • Creation and mapping of users
  • Customisation to capture the information your business needs
  • Customisation of the sales process
  • Creation of custom reports and dashboards
  • Assistance with import of existing database

Pardot Marketing Automation

  • Integration of website tracking code
  • Email authentication setup
  • Creation of marketing assets, including email templates, forms, landing pages, automation rules and engagement programmes
  • Integration with the Salesforce® Sales Cloud CRM
  • Assistance with import of existing database

Businesses who aren’t making the most of their existing Salesforce® or Pardot investment can also benefit from our Quick Start packages by using them as ‘Restarts’. We will provide consultancy to determine why things haven’t worked out, assistance with remedial plans and actions, and training for any new functionality introduced.

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