Explore each Quick Start
Select a cloud to see what's included, what's not, prerequisites, and success metrics.
Quick Start Sales Cloud
Your sales pipeline operational in 4-6 weeks
Configure your complete sales pipeline: leads, accounts, contacts, opportunities, reports, and dashboards. Includes basic automations, data import, training, and adoption consulting for your sales team.
Quick Start scope
5–25 sales users
1 sales process
Up to 3 automations
1 dashboard, up to 10 reports
Max 15K records migration
Standard configuration (no Apex)
What's included
Leads
Fields, layouts, and web-to-lead.
Accounts & contacts
Fields, layouts, and sharing rules.
Opportunities
1 sales process, default stages.
Reports & dashboards
1 dashboard with up to 10 basic sales reports.
Automations
Up to 3 basic workflows/flows: notifications and assignments.
Data import
CSV data migration: leads, accounts, and contacts (up to 3 objects).
Security & users
Profiles, roles, sharing rules, and permission sets.
Role-based training
Up to 2 sessions (90 min each): end users and administrators. Recorded sessions.
Adoption consulting
Strategy for your sales team to truly adopt Salesforce as their primary tool, not just use it. Includes adoption plan and metrics.
What's NOT included
Integrations with ERP or other external systems
Custom Apex or Visualforce development
Advanced multi-currency or multi-language
Einstein AI or advanced analytics features
Experience Cloud (customer/partner portals)
Complex data cleansing or transformation
Migrations exceeding 15,000 records
Prerequisites
Active Salesforce licenses (Professional, Enterprise, or Unlimited)
Leads, accounts, and contacts data in CSV format
Defined sales process (pipeline stages, qualification criteria)
Designated stakeholder with decision-making authority
Designated Salesforce administrator (or willingness to learn)
Deliverables
Salesforce org configured and in production
Data migrated from CSV
Up to 5 list views per object
1 dashboard with up to 10 reports
Up to 3 automations configured
Up to 2 recorded training sessions
User manuals
Evolution plan (roadmap for next phases)
Success metrics
User adoption: >80% active in 30 days
Data quality: >90% completeness in critical fields
Pipeline visibility: functional dashboard with real data
Why with us?
What sets us apart from large consultancies and other partners.
Certified Sales Cloud Consultants
Our team holds the Salesforce Sales Cloud Consultant certification, backing our expertise in pipeline management, forecasting, and commercial operations.
Senior team on your project
Senior consultants work directly on your Quick Start. No junior rotation or offshore delegation.
LATAM pricing, global quality
Competitive regional costs with international quality standards and proven methodology.
Evolution roadmap included
We don't just deliver the Quick Start: we include a next-phases plan so your Salesforce keeps growing.
Agentforce-ready
We prepare your configuration to leverage Salesforce AI capabilities from day one.
How does it work?
A proven agile process to get your Salesforce operational in record time.
1
Discovery
1-2 day workshop to understand your processes, define scope, and design the solution. Includes data and prerequisites review.
2
Configuration
We configure the chosen cloud: objects, fields, layouts, automations, security, and CSV data migration.
3
Training & testing
Role-based training sessions, user acceptance testing, and pre-go-live adjustments.
4
Go-Live & hypercare
Production launch with 2 weeks of post-go-live support to resolve questions and ensure adoption.
Why a Quick Start?
Speed
Salesforce operational in weeks. Immediate value for your team without waiting months for implementation.
Fixed investment
Defined scope, closed price. No deviations, no extra hours, no surprises.
Foundation to grow
Essential process configuration that makes it easy to evolve with Packages, Projects, or Managed Services.
Adoption, not just implementation
We don't just configure Salesforce: we include role-based training and adoption consulting so your team truly uses it.
Which Quick Start do I need?
Choose based on your primary need.
Sales
If you need to manage your commercial pipeline, opportunities, and sales team, choose Sales Cloud.
Customer service
If you need to manage support cases, SLAs, and agent productivity, choose Service Cloud.
Field operations
If you have field technicians and need dispatch, scheduling, and a mobile app, choose Field Service.
Quick Start vs. Package vs. Project
Not sure which one you need? This comparison helps you decide.