Package description

A Salesforce Professional Edition Quick Start is a fixed‑price implementation package aimed at SMEs that are new to Salesforce and need to get a small team tracking data quickly and reliably. It provides a time‑boxed setup of a net‑new Professional org covering all relevant standard Sales Cloud objects, up to two sales processes, simple flows and automations, and KPI‑focused reports and dashboards chosen with the client, all delivered in sprints over roughly 2–4 weeks. The work is carried out by a specialised Salesforce provider with 16 years of implementation experience, so a significant part of the value comes from embedding proven best practices and pragmatic guidance into a lean, affordable starter package.

Package deliverables

Typical deliverables for the Professional package include configuration of Leads, Accounts, Contacts, Opportunities, Activities and other standard objects as required, setup of one sales processes with basic automation (for example, lead assignment or stage‑based reminders), and creation of KPI dashboards focused on pipeline value, win rate, and lead conversion. The package also supplies data‑import templates and guidance (with the client responsible for cleansing), video‑only training content for users and admins, a defined post‑go‑live hypercare window, and clear written assumptions that exclude integrations and complex customisation while leaving room for separate add‑on services.