Salesforce Quick Start Implementation &
Tidewater Salesforce Consulting offers a very
cost-effective program to get new Salesforce users up and running quickly.
The Quick Start begins with a kickoff meeting
that includes key personnel to understand how your business functions. This
allows us to properly plan the Salesforce implementation. Then we provide system
overview training and a review of Salesforce terminology; customize your input
screens; add new fields or remove unwanted fields; import account and contact
data; perform end user training; develop 2 reports and 2 dashboards; and deliver
administrator training. The quick start also includes these detailed activities:
User Setup & Screen Customization
Customize the Leads, Accounts, Opportunities
and Contacts screens in the system to address the specific business requirements
determined in the planning process. Eliminate any unwanted fields and add new
fields as needed for your business model. Review the system with your staff as
appropriate to determine if any other changes need to be made. Finalize. A
maximum of 20 fields will be added in this phase. Simple formula fields will be
added if needed.
Data Import & Security
Tidewater will then import all existing leads
and accounts into the Salesforce.com system and will also capture business
partners, customer service information and any other relevant data that is
needed for the new system. Considerable thought must be given to the levels of
security desired within the salesforce implementation: For example, should all
sales reps see all leads or just the ones in their territory? Should marketing
be allowed to make changes to accounts or should that information be “read only”
for them? What is the business hierarchy and how should information flow up to
managers inside and outside of the sales and support organizations?
Reports & Dashboards
During the Salesforce implementation we will
also configure 2 reports and 2 dashboards that give individual contributors and
managers the slices of information they need to most effectively do their jobs.
Training (three sessions) & User Adoption
Three 2-hour training sessions are included:
Kickoff Training – User Training - Administrator Training. It is important that
key users of the system be involved in the process to make sure the end result
is something they want to use. If the team participates during the process, they
feel a sense of ownership and will become advocates for Salesforce within your
organization. The mark of a successful salesforce implementation is full user
adoption of the system. It must make the sales reps’ jobs easier to do and make
them more successful to offset the perception that the system causes loss of
control over accounts and gives too much information to management. Because we
have all been successful sales executives in the past, the Tidewater team
understands the sales mentality and we understand that the reps will be asking
“what’s in it for me.” Simply requiring adoption of the system only leads to
passive-aggressive behavior and resistance to filling fields out accurately.
Tidewater can insure that your salesforce implementation is a successful one.
Documentation & Support
Tidewater will provide documentation of the
Salesforce.com system for present and future system administrators. We will
document the changes to the “out of the box” system and provide it in a format
that you can use as a reference.
In addition we will provide post “go-live” support in order to make sure you get
out of the Quick Start running. We will provide telephone support to your
administrator for two weeks after you go live. Although Salesforce.com has free
support, the turn-around time is up to two days and many times several rounds of
call-backs are needed just to establish contact. Tidewater has same-day
turn-around and we can usually resolve any issues the same day. Only native
English speakers are used. Additional support packages are available and
What's Not Included
There will be no automation scripts, visual
force pages, profiles or permission sets, multiple page layouts, record types,
campaigns, cases, quotes, products, price books, or custom objects in the Quick
Start. All these are available at additional cost.
If you have any questions regarding the
information presented here, please contact us at (617) 870-5180 or please visit
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We are a Salesforce consulting firm providing salesforce training throughout
the USA, but focus on cities & states in the Northeast like Hartford
Connecticut / CT, Augusta & Portland Maine / ME, Boston Massachusetts / MA
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