Sales Cloud Quickstart

Sales Cloud QuickStart

Timeframe: 2 Weeks

Sales Cloud Quickstart: Fast-Track Your Sales Success

Elevate your sales game with our Sales Cloud Quickstart package. Designed for businesses eager to optimize their sales processes and supercharge revenue growth, this package delivers a swift and effective implementation of Salesforce Sales Cloud.

Key Benefits

  • Sales Excellence, Expedited: Unlock the power of Sales Cloud in record time. From lead management to opportunity tracking, this Quickstart package ensures your sales team hits the ground running.
  • Tailored Configurations: Seamlessly align Salesforce Sales Cloud with your specific sales workflows and strategies. Our experts will customize configurations to maximize your team’s efficiency and success.
  • Data-Driven Insights: Harness the potential of real-time analytics and reporting. Make informed decisions and strategic moves with data insights that Sales Cloud empowers you to uncover.
  • Rapid Onboarding: Equip your team with essential skills through focused training. Quickstart ensures that your salesforce is adept at utilizing Sales Cloud’s potential from day one.
  • User Adoption Support: Transitioning to a new platform can be seamless with our user adoption support. We provide guidance and assistance to ensure your sales team embraces Sales Cloud enthusiastically, maximizing its impact on your business.

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Our Process

At Auxano, we believe in a collaborative and results-driven approach to deliver exceptional outcomes for your business. Our Sales Cloud Quickstart Package is designed to provide a seamless and efficient journey towards optimizing your sales processes and unlocking revenue growth. Here’s how our process works:

1. Discovery and Strategy 

Our engagement begins with a comprehensive discovery phase. We delve deep into your business operations, sales goals, and existing processes. Through collaborative discussions, we gain valuable insights that guide the strategy for your Sales Cloud implementation. We align Sales Cloud’s capabilities with your specific needs to ensure a tailored solution that caters to your unique requirements.

2. Customization and Configuration

With a clear strategy in place, our experts take the lead in customizing Sales Cloud to fit your brand and sales processes seamlessly. We configure the platform, adapting it to your workflows, terminology, and sales stages. Our focus is on maximizing user-friendliness and efficiency, ensuring that Sales Cloud becomes an intuitive extension of your sales team’s efforts.

3. Rapid Implementation 

Time is of the essence, and our Quickstart Package ensures a swift implementation process. Leveraging best practices and a wealth of experience, we expedite the deployment of Sales Cloud’s essential features. From lead management to opportunity tracking, we ensure that your team is equipped with the tools they need to hit the ground running.

4. Data Migration and Integration

We ensure a seamless transition by carefully migrating your existing sales data to Sales Cloud. Your historical data, contacts, accounts, and opportunities are meticulously transferred, ensuring business continuity and a holistic view of your sales operations.

5. Hands-On Training 

Empowering your sales team is paramount to us. We provide hands-on training sessions that equip your team with the skills and knowledge they need to leverage Sales Cloud effectively. Through practical exercises and real-world scenarios, we ensure that your team is confident and proficient in using Sales Cloud’s features.

6. Launch and Support

As you embark on this transformative journey, we’re by your side. We assist with the launch of Sales Cloud, ensuring a smooth transition and user adoption. Beyond implementation, our support continues with ongoing assistance, addressing any questions or challenges that may arise as your team integrates Sales Cloud into their daily operations.

7. Continuous Improvement

Our commitment doesn’t end at implementation. We believe in continuous improvement. Through regular check-ins and assessments, we work with you to optimize your usage of Sales Cloud, identify opportunities for enhancement, and evolve your sales strategies over time.

With Auxano’s Sales Cloud Quickstart Package, you’re not just getting a software solution – you’re embarking on a collaborative journey towards sales excellence. Our process is designed to empower your team, enhance customer relationships, and drive revenue growth. Experience the transformative power of Sales Cloud with our proven process. Your path to sales success begins here.

Our Comprehensive Package: What's Included


  • Holistic solution design tailored to your specific needs.
  • Meticulously crafted roll-out plan for a seamless implementation journey.


  • Leads: Customization of record types, up to 10 custom fields, validation rules, lead conversion mappings, layouts, and up to 10 list views.
  • Accounts: Configuration of record types, up to 10 custom fields, validation rules, layouts, and up to 10 list views.
  • Contacts: Personalization of record types, up to 10 custom fields, validation rules, layouts, and up to 10 list views.
  • Opportunities: Setup of up to 3 sales processes, record types, up to 10 custom fields, validation rules, layouts, and up to 10 list views.
  • Products: Customization of record types, up to 10 custom fields, validation rules, layouts, and up to 10 list views.
  • Price Books: Configuration of record types, up to 10 custom fields, validation rules, layouts, and up to 10 list views.
  • Implementation of up to 3 flows for streamlined business processes automation.
  • Thorough quality assurance to ensure alignment with your unique business needs.
  • Data import for Leads, Accounts, Contacts, and Products using a predefined CSV format.
  • Creation of up to 3 Dashboards for visualizing key performance indicators (KPIs) at various levels, including the necessary source reports.
  • Setup of user provisions.
  • Email integration.
  • Custom branding.
  • My Domain.
  • A dedicated Point of Contact for consistent monitoring, supervision, and control throughout the process.

Training Session:

  • Complimentary 90-minute remote training session for your team.
  • Gain comprehensive insights into utilizing your customized Sales Cloud setup effectively.

At Auxano, our comprehensive package ensures you’re equipped with not only a tailor-made Salesforce Sales Cloud implementation but also the knowledge and support you need to succeed. Elevate your sales operations, enhance customer relationships, and achieve your revenue goals with confidence.