SmartStart
SmartStart is our fixed-fee Salesforce implementation — delivered in four weeks. Where standard quick-start programs are built around baseline functionality and limited data setup, SmartStart is built to go further in that same window: full discovery into how your team actually works, a build shaped by your business rather than a generic template, real user testing and training before go-live, and hypercare support once you're live.
Sales Cloud: Generate a pipeline and forecast, process leads, manage contacts and activities with navigation through a customized Sales Application. Integrate your email application, connect via your mobile device, and measure your business with customized reports and dashboards, including UAT, training, hypercare support, and much more.
Service Cloud: Manage your support processes via Case Management, Case Routing and Escalation, Web-to-Case, Email-to-Case, and activity tracking all through a custom Service Console application with a personalized homepage for customer service teams. Measure your business with customized reports and dashboards, including UAT, training, hypercare support, and much more.
Field Service: Drive core setup, work order configuration, territories, work hour shifts, work types, scheduling policy, core dispatching functionality, mobile and e-signature configuration, activity tracking, resourcing and skills, UAT and training, and much more.
Manufacturing Cloud Upgrade: Unlock impact with core setup and security, role hierarchy, rules and permissions. Capture quantity and revenue forecasting at an account level against your negotiated sales agreements with customers. Configure your setup to your business needs with updated reports and dashboards, UAT, training, and hypercare support.