Quick Start Package

We offer a Quick Start package for existing salesforce.com customers that provides an overall Salesforce health assessment, minor configuration/enhancements, and a short- and long-term road map to improve the value and usability of the client’s Salesforce environment.

Total time: 40 hours
Total cost: $5,000 (excluding travel costs)


  • Discovery interviews with primary Salesforce program leads/administrators and primary business stakeholders
  • Definition of business goals that drive the use of Salesforce (what’s working, challenges)
  • Salesforce environment review and analysis of existing processes, custom objects, workflows, custom code, data quality, user management, security model, user interface, collaboration, and overall user adoption
  • Determination of an overall “health” score with identification of key areas for immediate cleanup/modification as well as creating recommendations for overall environment design
  • Creation of a short- and long-term road map with primary POCs/stakeholders
  • (Optional) Execution of identified short-term modifications resulting from the environment analysis (such as data cleansing, workflow tweaking, field modifications)
  • Client review of modifications and road map


  • Visual depiction of existing and desired business process flow(s) in Salesforce
  • Salesforce environment analysis and recommendations for short- and long-term modifications
  • (Optional, -10 hours if not needed) Configuration, modifications, and/or light data cleansing in Salesforce
  • Detailed platform & implementation road map for more efficient use of the platform including:
    • Salesforce governance and program management
    • Object and data model design
    • Security model design
    • User interface design
    • Employee collaboration model
    • Training, communication, and adoption strategy

Contact us for more information or to get started!