SOLVD BLOG

SALES CLOUD, SIMPLIFIED.

Sales Cloud’s key features focus on what matters most: growing relationships and closing deals — anytime, anywhere.

You might be asking what goes into a Salesforce Sales Cloud Quickstart? How can I implement this into our business? SOLVD has created an easy implementation process that simplifies the process.

1. PROJECT KICK OFF + STRATEGY SESSIONS

Together we’ll discuss the company’s final goals for Salesforce, including a custom plan for each company’s sales process.

2. LEAD, ACCOUNT + CONTACT SETUP

We’ll configure and create fields on leads, accounts, and contacts to track everything your company needs 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 company’s 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 your team through your new app. This helps your salespeople give the tools they need to close more deals.

INVESTMENT
$5,400 | 30 HOURS | 3 WEEKS

At 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. Ready to get started or have more questions? Book time with our Salesforce Certified Experts.

We’ve created this Sales Cloud Quickstart PDF that has all the additional information you need. Keep it for you or send it to your team or clients. 

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Testimonials

Our clients say

From my initial call with Spencer through project implementation with John and Evan, my experience with the SOLVD team was excellent. They were quick to understand our business needs, clear when explaining the reasoning behind proposed solutions, transparent when reporting on progress and timeline, and all around enjoyable to work with. Would highly recommend and looking forward to continue working with them in the future!

Veronica Wong Director of Operations at Pathstream

SOLVD was very straight forward with everything needed to complete the project. No surprises, no issues, and cost was aligned with the estimate. They made implementation easy and quick.

Matt Benzaquen Sr Manager, Sales Strategy at Instabug

As a rule, I'm pretty stingy with my recommendations. So it's a pleasure for me to recommend Solvd as a top-flight Salesforce consultancy. Solvd recently led our company's conversion to the Lightning interface and did it on time, on budget and made it easy for me and my team. I know I'll use their services again, and am confident they can do the same for you.

Tim Tuttle CFO at Relevate Health Group

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