Organize your sales process and gain real pipeline visibility in just a few weeks
We implement a clear and professional starting point in Salesforce Sales Cloud so your sales team works with more order, better follow-up and reports ready for decision-making.
A scoped, fast implementation designed to get started right.
Most companies are already selling. The problem is they're selling without enough visibility.
Leads without consistent follow-up, opportunities moving without clear criteria, late reports and teams relying too much on spreadsheets or sales memory. When that happens, growth loses order and predictability.
This QuickStart is designed to solve that with a simple, clear and ready-to-use commercial foundation.
What this QuickStart enables
- Real pipeline visibility and greater commercial predictability
- Manage accounts, contacts and prospects in one place
- Organize the sales process and professionalize opportunity follow-up
- Work from anywhere with the mobile app
- Integrate email into the CRM for context and traceability
- Issue quotes in a simple and organized way
- Access clear reports and dashboards ready for better decision-making
Ideal for companies that need to
- Move away from spreadsheets or scattered sales processes
- Give structure to the pipeline without entering a long project
- Improve follow-up, visibility and control of the sales team
- Start with Salesforce on a clear and scalable foundation
- Get quick wins without losing sight of future evolution
What's included
Initial scope designed to implement fast and start with a solid foundation.
- Initial organization configuration
- Up to 10 users
- 2 security profiles
- Sales Path adapted to your sales process
- Basic customization of standard objects
- Up to 5 custom fields and 2 validation rules
- 2 lead assignment rules
- 1 quote template
- 1 email template
- Email integration
- 1 dashboard and 2 reports
- Initial data migration for accounts, contacts and leads
- 4 hours of remote training
Estimated time
4 weeks
A QuickStart designed to activate quickly, with defined scope and focus on initial adoption.
What makes this QuickStart different
Friendly Technology from day one
We don't just implement screens and fields. We design a foundation that the team can understand, use and benefit from in the first weeks.
Clear scope
You know what's being implemented, what result to expect and what foundation you can continue to evolve from.
Designed to grow
Even though the project is scoped, the implementation logic is prepared so you don't have to redo everything later.
Things to keep in mind
- Salesforce licenses are not included
- The QuickStart scope is defined and fixed
- Advanced integrations or customizations may require a later phase
- The migration covers an initial data load within the planned scope
QuickStart Investment
USD 2,000
Corresponds to the standard scope of the Sales Cloud QuickStart described on this page.
Payment terms
50% upfront to start the project and 50% upon completion of the implementation.
Start with a clear commercial foundation, fast to implement and ready to grow.
- •Published amounts are net figures for AT Vault.
- •Taxes, withholdings and applicable charges in each country are not included.
- •Salesforce licenses, integrations not covered, custom development and scope expansions are quoted separately.