Salesforce Essentials Quick Start

Are you looking for a Quick Start setting up Salesforce? Alternative Solutions offers Salesforce Essentials Quick Start setup and training for companies that want to get started with Salesforce but don't know where to begin. Alternative Solutions offers Salesforce Quick Start for Sales Cloud, Service Cloud, Financial Services Cloud, Marketing Cloud, and Pardot. This service is a great fit for any SMB new to Salesforce.

What's Included in a Salesforce Quick Start?

With a Salesforce Quick Start, you can expect to receive these essentials:

  • Ready to use Salesforce in as little as 2 weeks with essential features
  • Establishing your business KPIs within Salesforce and setting up analytics to measure success
  • Implementation of best practices around usability and data quality
  • Hands-on workshop training that helps achieve ROI on Salesforce immediately

Alternative Solutions and our team of certified consultants follow a consistent methodology when implementing Salesforce Essentials Quick Starts.

Sales Cloud Essentials Quick Start

  • Configuration of Leads, Accounts, Contacts, and Opportunities
  • Lead Qualification Process
  • Opportunity Sales Process
  • Custom Fields
  • Email Communication Template
  • Analytics (4 Custom Reports and 2 Dashboards)
  • Training Session

Service Cloud Essentials Quick Start

  • Configuration of Accounts, Contacts, and Cases
  • Support Process & Support Queue
  • Custom Fields
  • Email Communication Template
  • Analytics (4 Custom Reports and 2 Dashboards)
  • Training Session

Financial Services Essentials Quick Start

  • Configuration of Households, Opportunities, and Financial Accounts
  • Opportunity Sales Process for onboarding new clients
  • Custom Fields
  • Email Communication Template
  • Analytics (4 Custom Reports and 2 Dashboards)
  • Training Session

Pardot Essentials Quick Start

  • Integration with Salesforce CRM
  • Technical Setup Guidance
  • Initial Prospect Import
  • Permission Pass
  • Lead Scoring
  • Marketing automation discovery: a roadmap on using Pardot to achieve your marketing goals
  • Hands-on training during the implementation

Marketing Cloud Essentials Quick Start

  • Integrate Marketing Cloud with Salesforce via Marketing Cloud Connector
  • Create Salesforce Data Extensions in Marketing Cloud
  • Custom Fields
  • Email Communication Template
  • Training Session
  • Data analysis technical setup
  • Delivery Profile
  • Publication Lists

Ready to get started with your Salesforce Essentials Quick Start? Fill out the form to work with us on customizing your essentials solution!

salesforce logo

Company Revenue
Company Size

Sales CloudService CloudFinancial Services CloudPardotMarketing CloudOther