Salesforce SmartStart Implementation Packages
A defined starting point for Salesforce, with an agreed scope, fixed implementation cost and support for your team.
What is a SmartStart Package?
It gives you a focused way to get started, with agreed deliverables and a fixed implementation cost. Our consultants work with you to understand your priorities, configure the agreed functionality and help your team prepare to use it.
Before recommending a package, we check whether it suits your processes, data and reporting needs. We also identify requirements that would need separate scoping, so you understand what is included before work begins.
Is SmartStart the right fit for your business?
A packaged implementation can be a good option when you have a clear initial use case, straightforward requirements and a team available to make decisions and take part in testing.
SmartStart gives you:
- A defined scope and fixed implementation cost
- Guidance on how to use Salesforce for your agreed requirements
- A focused set of priorities for your initial launch
- Training to help users get started
- Knowledge transfer to support your internal team
- A basis for planning future improvements
If your project involves complex integrations, extensive data preparation or significant custom development, a tailored implementation may be more suitable. We’ll help you establish that early.
Explore SmartStart Packages
Sales Cloud SmartStart
Establish the essentials for managing leads, customer relationships and opportunities in Salesforce, with configuration and training focused on your sales team’s initial needs.
Service Cloud SmartStart
Give your service team a starting point for managing customer enquiries and cases. Agree the core processes and information they need to handle requests
Account Engagement SmartStart
Get started with Salesforce Account Engagement, formerly Pardot. Establish the agreed foundations for your marketing activity and help your team understand how to use them.
Experience Cloud SmartStart
Create a focused portal experience for your customers or partners. Agree the audience, access requirements and functionality needed for your initial launch.
Certinia Financial Management SmartStart
Establish an agreed financial management setup on Salesforce, with configuration and training shaped around your initial accounting requirements.
Not sure which package fits?
10 Steps to Success with Salesforce
Drawing upon the experienced we have gained from hundreds of Salesforce implementations we discuss the factors that are critical for success.
Lets Find The Right Starting Point
Considering Salesforce or Certinia for your business? Share your priorities, expected users and any data migration or integration requirements. We’ll help you understand the available options and what needs to be agreed before implementation. Complete the form or call us on 08456 525 625.