Start with Salesforce in weeks, not months
Scoped implementations with defined deliverables and focus on your team using Salesforce from day one.
Most companies know they need Salesforce. The problem is not knowing where to start.
Projects without clear scope, stretching timelines, and teams that end up not adopting the tool. AT Vault QuickStarts solve this: implementations with defined deliverables, focused on quick wins with a base to grow.
A clear starting point, fast to implement and ready to evolve.
Choose your QuickStart and let's begin
Fill out the form and we'll contact you within 24 business hours.
The 4 available QuickStarts
Each QuickStart has defined scope, fixed price and estimated time. You can start with one and add others later.
Sales Cloud
Organize your sales process and gain real pipeline visibility
- Accounts, contacts and leads in one place
- Sales Path adapted to your process
- Visible pipeline and decision-ready reports
- Email integration and mobile app
- 4-hour remote training
Service Cloud
Centralize cases, improve traceability and respond better to customers
- Centralization of cases and requests
- Assignment and escalation with order
- Attention time measurement
- Initial Knowledge base
- Operational dashboards and reports
Marketing Cloud
Automate campaigns with a professional base ready to grow
- Domain authentication and deliverability
- Data Extensions and basic segmentation
- 1 simple automation journey
- Up to 3 email templates
- 4-hour remote training
Digital Engagement
Activate chat or WhatsApp with bot and smooth routing to agents
- 1 digital channel activation (chat or WhatsApp)
- Initial bot with up to 5 dialogues
- Human agent handoff
- Basic routing configuration
- 2-hour remote training
* Prices do not include taxes or withholdings. Salesforce licenses not included.
How we work
Discovery
We understand your process, goals and priorities before touching a single screen.
Implementation
We configure, iterate and validate with key users until we have a usable solution.
Adoption
We train by role and support change management so the team actually uses the tool.
Evolution
A base ready to keep growing in future phases or with evolutionary support.
Why AT Vault?
Success stories
Real results from Salesforce implementations with AT Vault
Sales Cloud + ERP
ERP Bsales integration with Salesforce
We integrated Salesforce with the Bsales ERP to give the company full visibility of its customers' operations and support cases in a single platform.
Sales Cloud + NetSuite
+30% sales at packaging company
We integrated Salesforce with NetSuite to manage the entire Lead → Opportunity → Quote process. Unified visibility led to a 30% increase in sales.
Sales Cloud
Lead response time under 2 hours
We reorganized lead management and branch distribution in Salesforce. Response time dropped to under 2 hours, significantly improving conversion rates.
Digital Engagement
WhatsApp + bots for member service
We implemented WhatsApp with bots in Salesforce for a mutual association, enabling automatic member service with human agent escalation only when needed.
Ready to start with Salesforce?
We help you choose the right QuickStart and get off to a great start.