Package description

A Salesforce Enterprise Edition Quick Start is a fixed‑price implementation package designed for organisations with roughly 10–150 employees that need structured pipeline management, forecasting, and improved close rates while moving from an existing CRM or spreadsheets into a new Salesforce Enterprise org. It focuses on configuring standard Sales Cloud capabilities alongside multiple pipelines and record types, simple custom objects, richer automation, and more advanced KPI and forecast dashboards, delivered in sprints over approximately 4–8 weeks to accommodate broader scope and data migration. Delivery is handled by a specialised Salesforce provider with 16 years of experience in more complex and data‑heavy Sales Cloud projects, so a key part of the value is expert guidance on process design, KPIs, and migration decisions as well as the technical build.

Package deliverables

Typical deliverables for the Enterprise package include configuration of all relevant standard Sales Cloud objects plus multiple sales processes and record types, setup of up to five simple custom objects (such as reference or lookup structures), and implementation of a wider set of flows and automations, with approvals included where time allows. The package includes guided data migration from one legacy system using structured templates (with the client owning cleansing), the creation of forecasting and performance dashboards (for example forecast versus target and pipeline coverage), video‑only training materials, a defined post‑go‑live support window, and explicit documentation that integrations and more complex scenarios are available as separate, follow‑on services.

Expected project completion timeline

4-6 weeks