QUICKSTART
SALES CLOUD
HOW SOLVD HELPS YOU
1. PROJECT KICK OFF + STRATEGY SESSIONS
Together we’ll discuss your company’s final goals for Salesforce, including a custom plan for your sales process.
2. Lead, Account + Contact Setup
We’ll configure and create fields on leads, accounts, and contacts to track everything you need to know about your prospects and customers.
3. Customized Opportunity Setup
We’ll set up opportunity fields and a tailored sales process that tracks the stages that matter for your pipeline and forecasts.
4. Spreadsheet Import
We get your data into Salesforce so that the system is ready for your team to use.
5. SALESFORCE TRAINING
Together our team walks you through your app. This helps your salespeople give the tools they need to close more deals.
Your Investment
$6000
30 hours
3 weeks
Mission & Values
Choose SOLVD
There’s no ego or arrogance here. No stringent rules or
corporate red tape. We’re confident in our vast capabilities, but have no interest in excessive flash or making things more complicated than they need to be.
OUR AWESOME CLIENTS
Custom consulting
TAILORED TO YOUR NEEDS
SOLVD offers time-based billing. Pay only for what you need based on actual time spent. Our quick start offers a discount that results to a $200/hr bill rate. Allowing your company to be up and running quickly with your new system.
