Salesforce | QuickStart Packages
Enterprise-grade Salesforce implementation — without the enterprise timeline.
Our Salesforce Quick Start packages are thoughtfully crafted to launch your organization on the world's leading CRM in the fastest, most budget-friendly way possible.
We completely understand your drive to start realizing a strong return on investment right away — and we know that Salesforce's reputation for complex, drawn-out implementations can feel daunting before you even begin. That's why every Quick Start tier is built to deliver:
- A fully configured Salesforce org from day one — custom objects, profiles, permission sets, lead routing, and automation flows built to your business processes, not a generic template
- Clean, validated data migration into Salesforce — up to 250K records imported, mapped, and verified so your team opens Salesforce to data they can actually trust and act on
- Role-specific training that sticks — from end users to admins, your team gets hands-on guidance inside your Salesforce environment, not a sandbox demo they'll never see again
With Silver, Gold, and Platinum tiers scaled to the size and complexity of your organization, you'll get up and running in as little as two weeks — confidently, cost-effectively, and without the usual enterprise implementation headaches.
Our Salesforce Quick Start packages are thoughtfully crafted to launch your organization on the world's leading CRM in the fastest, most budget-friendly way possible.
Compare Salesforce QuickStart Options
Silver
— $6,000
All the essential features your small sales team needs for a simple, straightforward sales process:
- Lead management, including seamless web-to-lead capture to grab prospects straight from your website.
- Full sales process setup, with opportunity tracking, intuitive pipeline management, and stage progression to keep deals moving smoothly.
- Customizable reports and dashboards for real-time insights into your team's performance, pipeline health, and key metrics.
- A focused half-day training session to get your team confident and productive right away.
- Ongoing support to ensure adoption success.
This streamlined package delivers everything required to hit the ground running—without unnecessary complexity or extras—so your team can focus on closing deals and growing the business from day one.
Gold
— $9,000
Your sales team is larger, and processes are more advanced
- Everything in the Silver package
- More Users
- Multiple sales processes
- Quoting in Salesforce
- More Analytics
- More automation
- Extensive user documentation
- Super user training
- More support hours
Platinum
— $12,000
You have a large sales team, need extensive data migration, more automation, and more integrations.
- Everything in the Gold package
- More extensive, potentially more complex automations
- Intelligent lead scoring
- More analytics.
- Three months of support, with more hours
Package Comparison
| Feature | Silver | Gold | Platinum |
|---|---|---|---|
| Discovery Workshop | |||
| Discovery Workshop | 1 Day | 2 Days | 3 Days |
| General User Setup | |||
| Add Users | Up to 10 | Up to 30 | Up to 70 |
| Security & Data Sharing | |||
| Custom Profiles | 2 | 4 | 6 |
| Permission Sets | 3 | 5 | 7 |
| Sharing Rules | 2 | 4 | 6 |
| Role Hierarchy | — | ✓ | ✓ |
| Standard Object Setup | |||
| Leads, with Conversion Mapping | ✓ | ✓ | ✓ |
| Accounts | ✓ | ✓ | ✓ |
| Contacts | ✓ | ✓ | ✓ |
| Opportunities with Stage Design | ✓ | ✓ | ✓ |
| Products | — | ✓ | ✓ |
| Price Books | — | 1 | 2 |
| Quotes | — | ✓ | ✓ |
| Quote Templates | — | 2 | 3 |
| Record Types with Page Layouts (any objects) | — | 4 | 6 |
| Custom Objects | |||
| Objects | 1 | 3 | 4 |
| Fields | 15 | 30 | 40 |
| Data Migration | |||
| Import Records (.csv files) | 50K | 100K | 250K |
| Sales Customization | |||
| Lead Routing | ✓ | ✓ | ✓ |
| Custom Lead Scoring | — | — | ✓ |
| Additional Sales Processes | — | 1 | 2 |
| Marketing Features | |||
| Campaigns | — | 1 | 2 |
| Email Templates | — | 2 | 4 |
| Automation | |||
| Web-to-Lead | ✓ | ✓ | ✓ |
| Validation Rules | 5 | 7 | 10 |
| Simple Flows (< 10 elements) | 2 | 4 | 6 |
| Approval Processes | — | 2 | 4 |
| Reporting | |||
| Custom Reports | 5 | 10 | 15 |
| Custom Dashboards | 1 | 2 | 3 |
| Integrations | |||
| Email (Gmail / Outlook) | ✓ | ✓ | ✓ |
| AppExchange Apps | 1 | 2 | 3 |
| Training | |||
| 2-Hour Live User Training Session | 2 | 3 | 4 |
| 3-Hour Admin Training Session | — | 1 | 2 |
| User Functionality Cheat Sheet | ✓ | ✓ | ✓ |
| Comprehensive User Guide | — | ✓ | ✓ |
| Ongoing Support | |||
| Hours | 4 hrs | 6 hrs | 8 hrs |
| Duration | 30 Days | 30 Days | 60 Days |