Salesforce Sales Cloud Smart Start Rapid deployment of Sales cloud - Best option for new Salesforce users.

Cyrtene's Salesforce Sales Cloud Smart Start
Cyrtene is a Registered Salesforce Partner
How Can We Help You?

Cyrtene’s partners are all certified engineers with a minimum of 10 years of industry experience.

What Is Included?

If you are new to Salesforce and Service Cloud or are an existing Service Cloud customer, and you are struggling to setup Salesforce just the way you want it, the Cyrtene Service Cloud Smart Start package is your best option to start maximizing ROI for your Salesforce purchase.

The Service Cloud Smart Start package is a quick, 25 hour, engagement generally intended for small businesses. It is an opportunity to configure Salesforce to meet the initial needs of your organization.  From configuration of permissions to the “naming of things” to loading data to generating reports. Salesforce comes with a lot of functionality out of the box, but every company needs to make adjustments to suit them.

 STEP 1: Discovery / Requirements Session (~4 Hours)

Using a structured agenda, our consultants will facilitate a requirements gathering session to quickly learn how your business markets and sells. We’ll uncover the information you’d like to track in Salesforce as well as how your team interacts with customers and prospective clients. Lastly, we’ll capture requirements around how you want to measure your business so that Salesforce is able to track your success though reports and dashboards.

STEP 2 : Custom Configuration (~10 Hours)

Once we understand your vision, our consultants will then configure Salesforce to support your selling methodology while making it easy for your sales staff and users to enter and update records. We’ll make sure that Salesforce is optimized to provide your users the best experience possible. If we can reduce frustration and make their job easier, you’ll have adoption and a great return on your CRM investment. That’s our goal.

A Cyrtene Smart Start implementation includes configuration of the following components:

  • Home Tab
  • Leads
  • Accounts & Contacts
  • Opportunities
  • Activities (Tasks, Events and Email)
  • Analytics (12 custom reports and 2 dashboards)

STEP 3: Delivery of End User Training (~4 Hours)

It’s time to go-live!

You provide the room (with internet access and computers for participants) and we’ll provide the expertise to guide your team to success. We’ll cover key concepts, how Salesforce manages data, and best practices on quickly finding, creating and updating records. Participants will have hands-on exercises to reinforce business processes and drive adoption.

Total Price: $5,000

Make the most out of your Salesforce license costs sooner. Don’t waste anymore time – get your sales and management team up and running quickly and drive adoption, while avoiding common Salesforce CRM implementation mistakes.

The following components are not included in a Smart Start implementation, but can be added for additional cost:

  • Web-to-Lead and Lead Assignment Rules
  • Quotes, Products and Forecasting
  • Marketing functions (Campaigns and Mass Email)
  • Importing Customer’s Data
  • Features available in Enterprise Edition or Higher

What Is Included?

If you are new to Salesforce and Service Cloud or are an existing Service Cloud customer, and you are struggling to setup Salesforce just the way you want it, the Cyrtene Service Cloud Smart Start package is your best option to start maximizing ROI for your Salesforce purchase.

The Service Cloud Smart Start package is a quick, 25 hour, engagement generally intended for small businesses. It is an opportunity to configure Salesforce to meet the initial needs of your organization.  From configuration of permissions to the “naming of things” to loading data to generating reports. Salesforce comes with a lot of functionality out of the box, but every company needs to make adjustments to suit them.

 STEP 1: Discovery / Requirements Session (~4 Hours)

Using a structured agenda, our consultants will facilitate a requirements gathering session to quickly learn how your business markets and sells. We’ll uncover the information you’d like to track in Salesforce as well as how your team interacts with customers and prospective clients. Lastly, we’ll capture requirements around how you want to measure your business so that Salesforce is able to track your success though reports and dashboards.

STEP 3: Delivery of End User Training (~4 Hours)

It’s time to go-live!

You provide the room (with internet access and computers for participants) and we’ll provide the expertise to guide your team to success. We’ll cover key concepts, how Salesforce manages data, and best practices on quickly finding, creating and updating records. Participants will have hands-on exercises to reinforce business processes and drive adoption.

STEP 2 : Custom Configuration (~10 Hours)

Once we understand your vision, our consultants will then configure Salesforce to support your selling methodology while making it easy for your sales staff and users to enter and update records. We’ll make sure that Salesforce is optimized to provide your users the best experience possible. If we can reduce frustration and make their job easier, you’ll have adoption and a great return on your CRM investment. That’s our goal.

A Cyrtene Smart Start implementation includes configuration of the following components:

  • Home Tab
  • Leads
  • Accounts & Contacts
  • Opportunities
  • Activities (Tasks, Events and Email)
  • Analytics (12 custom reports and 2 dashboards)

Total Price: $5,000

Make the most out of your Salesforce license costs sooner. Don’t waste anymore time – get your sales and management team up and running quickly and drive adoption, while avoiding common Salesforce CRM implementation mistakes.

The following components are not included in a Smart Start implementation, but can be added for additional cost:

  • Web-to-Lead and Lead Assignment Rules
  • Quotes, Products and Forecasting
  • Marketing functions (Campaigns and Mass Email)
  • Importing Customer’s Data
  • Features available in Enterprise Edition or Higher

Key Benefits

  • A custom Salesforce solution in a short period of time

  • A road map to help your organization meet your management needs

  • Knowledge transfer and best practices

Package Deliverables

  • Up and running in as little as 1 week

  • End-user training, with hands-on examples that drive adoption

  • Best practices around usability and data quality

  • A scalable fixed-price engagement with a clearly defined scope and deliverables

Contact us to learn more about our Smart Start Packages