Salesforce QuickStart Guide

When I think of Salesforce QuickStart implementations, I think of satellite launches. Using what could be described as a “templated” approach, organizations around the world successfully launched 1,202 satellites in 2020 alone. In the same way, we use a repeatable, robust approach in our QuickStart implementations. It means our clients can confidently launch their Salesforce platforms without delay, fully equipped with everything they need to make their Salesforce mission a success.

I’ll explain more about the advantages of a VRP Salesforce QuickStart later on in this guide. But first, let’s look at why Salesforce has proved to be so valuable for organizations all over the world — including small-to-medium-sized businesses.  

Why small businesses choose Salesforce  

Is your business data spread across numerous different sources? Do you struggle with time-consuming, repetitive manual work? Can’t get the full picture of your overall performance? All your problems can be solved with an automated solution that will instantly provide customer insights. With Salesforce you gain a single source of truth and a 360-degree view of each customer. Unifying all crucial data across every touchpoint and solution creates a cohesive customer profile and gives you the advantage of delivering faster, smarter and more personalized service. You can get all these benefits in as little as four weeks with a Salesforce QuickStart.

What is a Salesforce QuickStart?

A Salesforce QuickStart is an accelerated Salesforce implementation dedicated to companies with smaller budgets who need expert guidance to get up and running on Salesforce and want to kickstart their first project rapidly yet efficiently. It is designed to focus on key strategies to maximize the potential of the platform and get instant results. 

VRP started our dedicated QuickStart practice in 2018. We noticed that there was a need in the market for customers looking to move to a single source of truth as well as an opportunity for us to offer a unique offering. We could leverage our experience across industries and services and our hybrid delivery approach to provide cost-effective, best-practice solutions for small organizations growing fast and needing a system that could scale with them.  

Solving urgent challenges is easier with QuickStart implementations. You don’t need to embark on a massive, expensive project to leverage the benefits of Salesforce’s out-of-the-box features. In this model, organizations can get started with the platform quickly and for a fraction of the cost of a large-scale implementation while still staying flexible to accommodate possible changes along the way. With a predefined scope and templated approach, it guarantees fast delivery. Expert guidance and training help to introduce best practices and support user adoption. It’s a fantastic option for small and medium-sized businesses in particular.

Forget about the spreadsheets!  

Customers who turn to us are fully dependent on locally stored spreadsheets with a lot of mixed data. We offer QuickStart implementations to give everyone the possibility to use automated processes, centralize their data, and make it easily accessible for everyone while still maintaining data confidentiality through permissions. We have an established QuickStart practice with many options across different industries to address every specific need and budget. With our extensive experience, we want to help companies take their first steps with Salesforce and advise them on the best cloud, apps, and integrations to get the most from their investment. You’ll forget about spreadsheets and start your Salesforce journey with expert guidance to help you every step of the way. We will get right to the heart of what is important for your business and enable you to scale for the future. 

Gain the full value of Sales Cloud

With a Sales Cloud QuickStart, you will be able to supercharge your sales performance in as little as four weeks. With end-to-end customer journey tracking and monitoring, plus lead and opportunity management, you will be able to sell more effectively and provide more personalized customer experiences, ultimately closing more sales and driving revenue. With automated processes in place, you will be able to focus on your selling goals instead of administrative tasks, increasing your productivity. Instant access to reports and dashboards will provide at-a-glance visibility and valuable metrics to facilitate decision-making.    

Provide all the benefits of Service Cloud

Delivering outstanding customer service is easy when you empower your agents with Salesforce Service Cloud. You can reduce handling time and increase customer satisfaction with a comprehensive and unified customer data view. You can increase productivity and simplify support processes. You can provide personalized customer support across various channels including mobile apps, social networks, and webchat. What’s more, Service Cloud will help you to reduce your team’s workload and streamline collaboration with automation tools. You will also be able to track performance with reports and dashboards, so you can constantly monitor and improve the quality of your services.

Start making the most of Pardot (MCAE)

With the Pardot QuickStart package, you will gain a powerful tool to run advanced, multichannel, B2B marketing campaigns and effortlessly monitor their ROI. Pardot provides intelligent automation tools to deliver personalized messages based on user actions or triggered by Sales reps. Increasing lead generation is easy with prospect tracking, scoring, and lead nurturing features. It also helps to align sales and marketing, with access to all your marketing tools in your Salesforce platform through Pardot Lightning App.

Unleash the power of Experience Cloud

Providing unique experiences has never been easier with Salesforce Experience Cloud. A QuickStart implementation will help you drive engagement and build better relationships through digital platforms. You can create customized, interactive, and branded communities which can accelerate customer service, account management, partner collaboration, networking, or employee communication. Connected to your data, Experience Cloud enables personalized interaction with customers and tailored touchpoints throughout their entire journey.

See how Nonprofit Cloud makes a difference

If you are a charity or other nonprofit organization, choosing Salesforce Nonprofit Cloud and NPSP (Nonprofit Success Pack) is a great start to transforming your organization. With automated processes for managing donations, donors, contacts, and campaigns, you will be able to focus on your mission — not administration. Measure and monitor your impact with easy-to-use dashboards and reports.

You will gain powerful tools to increase project management productivity, raise more funds, and enhance communication with your donors, partners and volunteers.

As a nonprofit organization you can even get 10 free user licenses, which means that after implementation, you will be able to use the Salesforce platform without any additional costs.                                                          

If you would like to receive an email with a full feature breakdown for any of these clouds, just contact us at quickstarts@vrpconsulting.com 

A process you can trust

The experience we’ve gathered during countless projects enables us to work as efficiently as possible, so we can give you the most value in the shortest time. Our QuickStart process is conducted remotely (unless you require a hybrid approach) so we can start immediately. We kick off with discovery, where you’ll see our demo org showcase so you can get a feel for the power of the Salesforce platform and what you can achieve with it. Then our experts will quickly gather as much information as possible and walk through how we can structure your processes on Salesforce so we can tailor a solution matched to your requirements.   

The second step is configuration and data migration. With this basic foundation in place, we conduct show & tell sessions to showcase the progress of the configuration and reassure you that we are on the right track. If your business needs special integrations we can also provide them at this stage. Once configuration and development are complete, the QA team makes sure that the solution works correctly with no security risks. Next, we will take care of user adoption with documentation and tutorials so your team will know the ins and outs of your new solution. After the final tests, you will be able to enjoy your new platform and start reaping the benefits.

What are your options?

If you are looking to get started with Salesforce, the first step is to partner with the right expert. You don’t need to spend a lot of money on a large GSI, risk future issues with an inexperienced freelancer, or choose a non-cost-effective in-house team. Going with a Salesforce QuickStart specialist such as VRP will guarantee a nimble, budget-friendly, and future-proof solution. 

You will get your own personal Salesforce consultant who will support you throughout the entire implementation. With our dedicated focus on delivering small projects efficiently, and our position as a Salesforce Platinum Consulting Partner, we are committed to providing the best possible advice to establish your Salesforce platform according to best practices.                           

Kick-start Salesforce with a QuickStart

Leaving your legacy systems behind and embarking on a new journey with Salesforce is easier than you think. After countless QuickStart projects, we know exactly what it takes to get you up and running smoothly and swiftly. You can rely on our flexible approach to match your current needs and adjust accordingly as you grow. Our expertise doesn’t end there — if you need more help, you can also count on our Managed Services team for affordable, flexible, and ongoing support. Contact us for more details and start your Salesforce transformation now!

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About the Author

Coen Backer

Head of Regional Delivery, VRP Consulting

Coen Backer is Head of Regional Delivery at VRP Consulting and is based at our Krakow office. He is an experienced Consultant, Project Manager, and Team Leader with a strong focus on customer experience and satisfaction.