“After selecting Salesforce for our sales team, the task set before us was to migrate years’ worth of client and prospect data to the Salesforce platform and get on-going support. Our Salesforce rep made multiple recommendations of third-party providers, and the ultimate choice was to engage CloudQnect. In looking back at the entire process, the decision to engage CloudQnect was an excellent one. We would certainly recommend CloudQnect as the group to get the job done on time and on budget.”
Three levels of our QuickStart Salesforce
implementation service to ensure:
the technology is a true solution to your organization, and not a technical burden
your processes are optimized around your Salesforce instance to take full advantage of all the features that enable your team to be more successful, faster
your people understand and appreciate the benefits Salesforce offers, are comfortable, and excited to use it and are supported in all the necessary ways to iterate and improve the tool over time
at least one-month of our Managed Services (Admin) so that as you and your users start to utilize the platform, we can help identify additional ways to customize it to your needs
you get post-implementation support via a webinar 30 Days after we complete our QuickStart service for you and all your users so everyone can ask questions based on their experience of using the platform
The right implementation partner is the key to rapid and on-going success with Salesforce.
There’s more to implementing Salesforce than just activating the technology.
Your needs and your opportunities are uniquely yours. We take the time to listen and understand what your needs are and what you want to accomplish. We help bring order to the chaos by applying agile and other IT disciplines that help solve your unique needs on the Salesforce platform.
| Feature | Silver | Gold | Platinum |
|---|---|---|---|
| Detailed discovery questions | √ | √ | √ |
| Phone, web, or face-to-face (travel costs are additional) stakeholder interviews | √ | √ | √ |
| Initial set-up of your Salesforce instance | √ | √ | √ |
| Review existing data, provide suggested data model | √ | √ | √ |
| Maximum number of customer support hours for the stakeholder interviews, cleaning and installation of data, and initial Salesforce set-up | 25 | 50 | 75 |
| Number of customized reports or dashboards created | 3 | 6 | 9 |
| Number of included web-conference training sessions | 1 | 2 | 3 |
| 21 – 30 days post implementation – number of additional webinars for all users to refresh training and answer user’s questions | 1 | 2 | 3 |
| Number of months of CloudQnect’s Standard Managed Services with up to 5 Cases per month | 1 | 2 | 3 |
QuickStart Case Study
Small-Cap Financial Services Company
The client was migrating from ACT! to Salesforce and needed to migrate years’ worth of client and prospect data. They also needed a plan and training for their Salesforce users.