Salesforce QuickStart Packages

QuickStart Your Business Operations with Salesforce

Make Us Your Choice for a Fast and Effective Salesforce Setup

TECHPARROT SALESFORCE QUICK START PACKAGES

Steps for Salesforce Quick Launch

Project Kick-off & Requirement Gathering

Our dedicated Salesforce expert collaborates with you to outline the Sales Cloud implementation scope, comprehending your needs and establishing precise steps for action

Project Kick-off & Requirement Gathering

Our dedicated Salesforce expert collaborates with you to outline the Sales Cloud implementation scope, comprehending your needs and establishing precise steps for action

Project Kick-off & Requirement Gathering

Our dedicated Salesforce expert collaborates with you to outline the Sales Cloud implementation scope, comprehending your needs and establishing precise steps for action

Project Kick-off & Requirement Gathering

Our dedicated Salesforce expert collaborates with you to outline the Sales Cloud implementation scope, comprehending your needs and establishing precise steps for action

Project Kick-off & Requirement Gathering

Our dedicated Salesforce expert collaborates with you to outline the Sales Cloud implementation scope, comprehending your needs and establishing precise steps for action

$2500

Completion Timeline:

Approximately 3 - 6 Weeks

Call Us

(+1) 786) 408-9002 (+91) 98841 85362

Mail Us

sales@techparrot.co

Team

1 Business Analyst
1 Salesforce Consultant
1 Project Manager
1 QA Specialist

Our Implementation Cost starts from

$2500

Go Live with Sales Cloud in Under 3 - 6 Weeks

What’s Included

Our QuickStart packages offer thorough Salesforce Sales Cloud configuration, ensuring the optimal utilization of your licensing investment

Project scope

PROJECT KICKOFF

In the Requirement Workshop, our agenda includes:

To proceed effectively, we'll need:

SALESFORCE CONFIGURATIONS

User Management

  • User Setup: Create profiles and assign permissions based on roles.
  • Role Hierarchy: Establish access levels and data visibility.
  • Security Measures: Implement secure login protocols and authentication.
  • Onboarding and Offboarding: Streamline processes for adding/removing user access.
  • License Management: Efficiently allocate licenses based on roles and needs.

Data Migration & Integration

We’ll seamlessly transfer your current data into the Salesforce CRM:

  • Conducting a one-time migration of leads, accounts, contacts, and opportunities.
  • You’ll provide cleaned data using the templates provided by the TechParrot team.
  • Integration with external systems will be facilitated (additional efforts needed for any custom requirements)

Lead, Account, Contact & Campaign Management

  • We customize Salesforce leads from external sources to swiftly record and assess potential customers based on your specific requirements
  • Your accounts will be organized to track vital information about the businesses, households, organizations, or agencies on your sales journey.
  • Your contacts will be personalized to ensure we gather and handle all the necessary details for successful sales interactions
  • Create campaigns and track them to measure campaign effectiveness

Opportunity Management

Effortlessly handle your opportunities, generate quotes, and maintain seamless connections with essential contacts and data to seal every deal, accessible from any location

  • Customize opportunities according to your unique sales process
  • Establish product catalogs & price lists
  • Create templates for generating quotes Set up workflows to streamline processes
  • Implement approval processes for smooth operations
  • Configure record types and page layouts for optimized usability

Key Considerations for Your Salesforce Implementation Journey

  • The outlined scope is flexible. You can include or exclude modules, and we’ll adjust the project cost accordingly.  
  • Development will occur either remotely or on-site at client locations.  
  • Upon implementation completion, you’ll receive a complimentary 1-week warranty support.  
  • Extended admin support can be arranged at attractive rates and terms upon request

Additional Key Configurations

  • Designing a branded user interface aligned with your branding.
  • Setting up quotes, products, and price books configuration.
  • Creating custom fields, validation rules, triggers, and page layouts.
  • Implementing sales forecasting and console setup.
  • Establishing order, payment processing, asset, and contract functionalities.
  • Configuration and setup of email templates

Salesforce User Training

  • A 2-hour live meeting session dedicated to training your users.
  • A separate 2-hour live meeting session for system administrator handover

Completion Timeline:

Approximately 3 - 6 Weeks

Call Us

(+1) 786) 408-9002 (+91) 98841 85362

Mail Us

sales@techparrot.co

Team

1 Business Analyst
1 Salesforce Consultant
1 Project Manager
1 QA Specialist

Our Implementation Cost starts from

$2500

Go Live with Sales Cloud in Under 3 - 6 Weeks

What’s Included

Our QuickStart packages offer thorough Salesforce Sales Cloud configuration, ensuring the optimal utilization of your licensing investment

Project scope

PROJECT KICKOFF

In the Requirement Workshop, our agenda includes:

To proceed effectively, we'll need:

Service Cloud Configuration

User Management

  • User Setup: Create profiles and assign permissions based on roles.
  • Role Hierarchy: Establish access levels and data visibility.
  • Security Measures: Implement secure login protocols and authentication.
  • Onboarding and Offboarding: Streamline processes for adding/removing user access.
  • License Management: Efficiently allocate licenses based on roles and needs.

Service Cloud Console Configuration

We’ll seamlessly transfer your current data into the Salesforce CRM:

  • Conducting a one-time migration of leads, accounts, contacts, and opportunities.
  • You’ll provide cleaned data using the templates provided by the TechParrot team.
  • Integration with external systems will be facilitated (additional efforts needed for any custom requirements)

Salesforce Object & Field Configuration

  • We customize Salesforce leads from external sources to swiftly record and assess potential customers based on your specific requirements
  • Your accounts will be organized to track vital information about the businesses, households, organizations, or agencies on your sales journey.
  • Your contacts will be personalized to ensure we gather and handle all the necessary details for successful sales interactions
  • Create campaigns and track them to measure campaign effectiveness

Workflow Process Configuration

Effortlessly handle your opportunities, generate quotes, and maintain seamless connections with essential contacts and data to seal every deal, accessible from any location

  • Customize opportunities according to your unique sales process
  • Establish product catalogs & price lists
  • Create templates for generating quotes Set up workflows to streamline processes
  • Implement approval processes for smooth operations
  • Configure record types and page layouts for optimized usability

Data Migration & Integration

  • The outlined scope is flexible. You can include or exclude modules, and we’ll adjust the project cost accordingly.  
  • Development will occur either remotely or on-site at client locations.  
  • Upon implementation completion, you’ll receive a complimentary 1-week warranty support.  
  • Extended admin support can be arranged at attractive rates and terms upon request

Additional Key Configurations

  • Designing a branded user interface aligned with your branding.
  • Setting up quotes, products, and price books configuration.
  • Creating custom fields, validation rules, triggers, and page layouts.
  • Implementing sales forecasting and console setup.
  • Establishing order, payment processing, asset, and contract functionalities.
  • Configuration and setup of email templates

Key Considerations for Your Salesforce Implementation Journey

  • The outlined scope is flexible. You can include or exclude modules, and we’ll adjust the project cost accordingly.  
  • Development will occur either remotely or on-site at client locations.  
  • Upon implementation completion, you’ll receive a complimentary 1-week warranty support.  
  • Extended admin support can be arranged at attractive rates and terms upon request

Salesforce User Training

  • Designing a branded user interface aligned with your branding.
  • Setting up quotes, products, and price books configuration.
  • Creating custom fields, validation rules, triggers, and page layouts.
  • Implementing sales forecasting and console setup.
  • Establishing order, payment processing, asset, and contract functionalities.
  • Configuration and setup of email templates

Completion Timeline:

Approximately 3 - 6 Weeks

Call Us

(+1) 786) 408-9002 (+91) 98841 85362

Mail Us

sales@techparrot.co

Team

1 Business Analyst
1 Salesforce Consultant
1 Project Manager
1 QA Specialist

Our Implementation Cost starts from

$2500

Go Live with Sales Cloud in Under 3 - 6 Weeks

What’s Included

Our QuickStart packages offer thorough Salesforce Sales Cloud configuration, ensuring the optimal utilization of your licensing investment

Project scope

PROJECT KICKOFF

In the Requirement Workshop, our agenda includes:

To proceed effectively, we'll need:

CONFIGURATIONS

Marketing Cloud Configuration

  • User Setup: Create profiles and assign permissions based on roles.
  • Role Hierarchy: Establish access levels and data visibility.
  • Security Measures: Implement secure login protocols and authentication.
  • Onboarding and Offboarding: Streamline processes for adding/removing user access.
  • License Management: Efficiently allocate licenses based on roles and needs.

Data Migration & Integration

We’ll seamlessly transfer your current data into the Salesforce CRM:

  • Conducting a one-time migration of leads, accounts, contacts, and opportunities.
  • You’ll provide cleaned data using the templates provided by the TechParrot team.
  • Integration with external systems will be facilitated (additional efforts needed for any custom requirements)

Salesforce User Training

  • We customize Salesforce leads from external sources to swiftly record and assess potential customers based on your specific requirements
  • Your accounts will be organized to track vital information about the businesses, households, organizations, or agencies on your sales journey.
  • Your contacts will be personalized to ensure we gather and handle all the necessary details for successful sales interactions
  • Create campaigns and track them to measure campaign effectiveness

Key Considerations for Your Salesforce Implementation Journey

Effortlessly handle your opportunities, generate quotes, and maintain seamless connections with essential contacts and data to seal every deal, accessible from any location

  • Customize opportunities according to your unique sales process
  • Establish product catalogs & price lists
  • Create templates for generating quotes Set up workflows to streamline processes
  • Implement approval processes for smooth operations
  • Configure record types and page layouts for optimized usability

Completion Timeline:

Approximately 3 - 6 Weeks

Call Us

(+1) 786) 408-9002 (+91) 98841 85362

Mail Us

sales@techparrot.co

Team

1 Business Analyst
1 Salesforce Consultant
1 Project Manager
1 QA Specialist

Our Implementation Cost starts from

$2500

Go Live with Sales Cloud in Under 3 - 6 Weeks

What’s Included

Our QuickStart packages offer thorough Salesforce Sales Cloud configuration, ensuring the optimal utilization of your licensing investment

Project scope

PROJECT KICKOFF

In the Requirement Workshop, our agenda includes:

To proceed effectively, we'll need:

CONFIGURATIONS

MCAE Configuration

  • User Setup: Create profiles and assign permissions based on roles.
  • Role Hierarchy: Establish access levels and data visibility.
  • Security Measures: Implement secure login protocols and authentication.
  • Onboarding and Offboarding: Streamline processes for adding/removing user access.
  • License Management: Efficiently allocate licenses based on roles and needs.

Data Migration & Integration

We’ll seamlessly transfer your current data into the Salesforce CRM:

  • Conducting a one-time migration of leads, accounts, contacts, and opportunities.
  • You’ll provide cleaned data using the templates provided by the TechParrot team.
  • Integration with external systems will be facilitated (additional efforts needed for any custom requirements)

Salesforce User Training

  • We customize Salesforce leads from external sources to swiftly record and assess potential customers based on your specific requirements
  • Your accounts will be organized to track vital information about the businesses, households, organizations, or agencies on your sales journey.
  • Your contacts will be personalized to ensure we gather and handle all the necessary details for successful sales interactions
  • Create campaigns and track them to measure campaign effectiveness

Key Considerations for Your Salesforce Implementation Journey

Effortlessly handle your opportunities, generate quotes, and maintain seamless connections with essential contacts and data to seal every deal, accessible from any location

  • Customize opportunities according to your unique sales process
  • Establish product catalogs & price lists
  • Create templates for generating quotes Set up workflows to streamline processes
  • Implement approval processes for smooth operations
  • Configure record types and page layouts for optimized usability

Completion Timeline:

Approximately 3 - 6 Weeks

Call Us

(+1) 786) 408-9002 (+91) 98841 85362

Mail Us

sales@techparrot.co

Team

1 Business Analyst
1 Salesforce Consultant
1 Project Manager
1 QA Specialist

Our Implementation Cost starts from

$2500

Go Live with Sales Cloud in Under 3 - 6 Weeks

What’s Included

Our QuickStart packages offer thorough Salesforce Sales Cloud configuration, ensuring the optimal utilization of your licensing investment

Project scope

PROJECT KICKOFF

In the Requirement Workshop, our agenda includes:

To proceed effectively, we'll need:

CONFIGURATIONS

Auditing Phase

  • User Setup: Create profiles and assign permissions based on roles.
  • Role Hierarchy: Establish access levels and data visibility.
  • Security Measures: Implement secure login protocols and authentication.
  • Onboarding and Offboarding: Streamline processes for adding/removing user access.
  • License Management: Efficiently allocate licenses based on roles and needs.

Commerce Cloud Configurations

We’ll seamlessly transfer your current data into the Salesforce CRM:

  • Conducting a one-time migration of leads, accounts, contacts, and opportunities.
  • You’ll provide cleaned data using the templates provided by the TechParrot team.
  • Integration with external systems will be facilitated (additional efforts needed for any custom requirements)

Data Migration & Integration

  • We customize Salesforce leads from external sources to swiftly record and assess potential customers based on your specific requirements
  • Your accounts will be organized to track vital information about the businesses, households, organizations, or agencies on your sales journey.
  • Your contacts will be personalized to ensure we gather and handle all the necessary details for successful sales interactions
  • Create campaigns and track them to measure campaign effectiveness

Salesforce User Training

Effortlessly handle your opportunities, generate quotes, and maintain seamless connections with essential contacts and data to seal every deal, accessible from any location

  • Customize opportunities according to your unique sales process
  • Establish product catalogs & price lists
  • Create templates for generating quotes Set up workflows to streamline processes
  • Implement approval processes for smooth operations
  • Configure record types and page layouts for optimized usability

Key Considerations for Your Salesforce Implementation Journey

Effortlessly handle your opportunities, generate quotes, and maintain seamless connections with essential contacts and data to seal every deal, accessible from any location

  • Customize opportunities according to your unique sales process
  • Establish product catalogs & price lists
  • Create templates for generating quotes Set up workflows to streamline processes
  • Implement approval processes for smooth operations
  • Configure record types and page layouts for optimized usability

Completion Timeline:

Approximately 3 - 6 Weeks

Call Us

(+1) 786) 408-9002 (+91) 98841 85362

Mail Us

sales@techparrot.co

Team

1 Business Analyst
1 Salesforce Consultant
1 Project Manager
1 QA Specialist

Our Implementation Cost starts from

$2500

Go Live with Sales Cloud in Under 3 - 6 Weeks

What’s Included

Our QuickStart packages offer thorough Salesforce Sales Cloud configuration, ensuring the optimal utilization of your licensing investment

Project scope

PROJECT KICKOFF

In the Requirement Workshop, our agenda includes:

To proceed effectively, we'll need:

CONFIGURATIONS

Salesforce Configuration

  • User Setup: Create profiles and assign permissions based on roles.
  • Role Hierarchy: Establish access levels and data visibility.
  • Security Measures: Implement secure login protocols and authentication.
  • Onboarding and Offboarding: Streamline processes for adding/removing user access.
  • License Management: Efficiently allocate licenses based on roles and needs.

Salesforce User Training & Handover

We’ll seamlessly transfer your current data into the Salesforce CRM:

  • Conducting a one-time migration of leads, accounts, contacts, and opportunities.
  • You’ll provide cleaned data using the templates provided by the TechParrot team.
  • Integration with external systems will be facilitated (additional efforts needed for any custom requirements)

Key Considerations for Your Salesforce Implementation Journey

Effortlessly handle your opportunities, generate quotes, and maintain seamless connections with essential contacts and data to seal every deal, accessible from any location

  • Customize opportunities according to your unique sales process
  • Establish product catalogs & price lists
  • Create templates for generating quotes Set up workflows to streamline processes
  • Implement approval processes for smooth operations
  • Configure record types and page layouts for optimized usability

Connect with us today to discover more about our Salesforce QuickStart!

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