Let go of Complex Cloud Configuration Hassle with Salesforce Quickstart
Utilize Our Salesforce QuickStart
Empower your team with our quickstarts- implement salesforce clouds quickly, efficiently, and cost-effectively.
Our Salesforce Quickstart Package help your business rapidly implement key Salesforce features and gain immediate value without the hassle of lengthy configurations.
Planning to implement salesforce cloud solutions with usual configurations?
Our Quickstarts are the answer!
Take a look at Our Cloud Quickstart
Sales Cloud Quick Start
Optimize your sales processes and drive revenue growth.
What You Get:
Customer Management
- Lead Management and nurturing
- Web to lead integration
- Accounts and Contact Management ( Individual, Business Accounts)
Opportunity and Quoting process
- Deal management (existing and new business)
- Products (Bundles), pricing and discounting
- Opportunity forecasting
Quoting and Billing
- Quoting and proposals ( upto 5 documents templates)
- Billing and invoice – generation
Others
- Electronic Signature
- Data migration of existing contacts and accounts, notes
- Email and Calendar integration
- Mobile application, Chatter, and Approval workflows
- Tasks and Activity Management
- Notification management
- Reports and Dashboards
Field Service Lightning Quick Start
Enhance field operations and provide seamless on-site services.
What You Get:
Advanced Technician Scheduling & Dispatching
Route Optimization & Real-Time Tracking
Mobile Checklists & Forms
Offline Access for Field Technicians
Real-Time Inventory Tracking
Service Contract & Warranty Management
Automated Job Notifications & Reminders
Technician Skill-Based Job Matching
Customer Portal for Service Requests
Service Analytics & Performance Reports
Add on- Inventory Management
Salesforce QuickBooks Quick Start
Fast and seamless setup to unify your sales and accounting processes.
What You Get:
Opportunity, product, customer, contact sync
Two-way sync between Salesforce and Quickbooks
Automated Invoice & Payment Sync
Two-Way Customer Data Sync
Sales Order to Invoice Automation
Multi-Currency Support
Financial Reporting & Reconciliation Tools
Automated Payment Reminders
Custom Field Mapping
Financial Dashboard in Salesforce
CPQ (Configure, Price, Quote) Quick Start
Simplify and streamline your quoting process.
What You Get:
Product setup
- Products with custom attributes
- Product bundles, product families
- Product configuration
Pricing
- Multiple price books
- dynamic pricing
- Discounting rules, subscription pricing
Quoting
- Guided Selling
- Approvals
Analytics
- Deal analytics
Add-ons
- Integrations
- Sales Cloud Setup
- Complex product bundles or pricing rules
Service Cloud Voice Quick Start
Deliver exceptional customer service with enhanced case management.
What You Get:
Amazon Connect setup
Porting of existing numbers
Migration of existing data
Voice Integration Enhancements
- Omni-Channel Routing
- IVR Customization
- Voice Transcription & Sentiment
- Analysis
- CTI (Computer Telephony Integration)
- Voice Call Recording & Playback
Custom Agent Console Enhancements
- Intelligent Case Recommendations
- Knowledge Base Integration
- Unified Customer Profile
- Quick Action Buttons
- Workload & Break Management
Call Analytics Enhancements
- Agent Performance Metrics
- Call Volume & Peak Times Analysis
- Customer Satisfaction Scoring
- First Call Resolution Rate
- Call Tagging & Classification
Marketing Cloud Quick Start
Engage customers with personalized marketing campaigns.
What You Get:
Automated Customer Journey Mapping
Advanced Audience Segmentation & Targeting
A/B Testing for Campaign Optimization
Email Personalization & Dynamic Content
Social Media Integration & Scheduling
Multi-Channel Campaign Management
Customer Engagement Scoring
AI-Driven Insights & Predictive Analytics
SMS & Push Notification Setup
Marketing ROI and Performance Dashboards
Document Generation Quick Start
Enhance document accuracy and reduce time spent on administrative tasks.
What You Get:
Upto 5 documents
Advanced Document Workflow Automation
Conditional Logic for Document Generation
E-Signature Integration
Version Control & Audit Trail
Automated Compliance Checks
Document Expiry Notifications
Customizable Document Formatting
Real-Time Collaboration Tool
Let’s Get Started
Ready to accelerate your Salesforce success? Contact us today to explore how our Quick Start programs can transform your business operations and deliver quick ROI.
Every Salesforce Quickstart Comes with
Comprehensive User Training:
Ensure your team is fully equipped to leverage new functionalities.
Custom Solutions:
Our team & expertise are designed to grow with your business needs.
Why Choose Simpliigence Salesforce Quickstart Package?
➡️ Lightning-Fast Deployment in as little as 2-4 weeks
➡️ Designed for SMBs business needs with minimal disruption
➡️ Expert Guidance with our certified Salesforce professionals
➡️ Cost-Efficient Solutions at a fraction of the traditional consulting cost
➡️ Personalized Optimization Roadmap with actionable recommendations for ongoing