Are you thinking about adopting Salesforce for the first time? Do you need to jump on the fast track to implementing and learning Salesforce so your business can reap the benefits as quickly as possible? If so, you’re in the right place.
Today’s guide will cover how to successfully launch Salesforce using something called a “Quickstart” package. This fast, affordable solution for your sales, customer service, and marketing needs may be the treasure trove you’ve been searching for.
What is a Salesforce Quickstart?
A Salesforce Quickstart is just what it sounds like – a simple, fast way to implement Salesforce products. Quickstart packages can be less expensive than other Salesforce implementation plans and provide instant value. A package can include everything your business needs to plan strategically, make smart decisions, configure Salesforce correctly, and train users.
With a Salesforce Quickstart package, you can:
- Learn exactly how to meet management needs.
- Understand best practices for implementing Salesforce (and avoid detrimental mistakes that lead to failure).
- Optimize system usability.
- Maintain data quality.
- Set up a scalable Salesforce solution that can grow with your business.
- Obtain the training you need to adopt Salesforce and use it to its full potential.
- Understand and track critical metrics through analytics and reporting features.
If you want to experience maximum impact from your Salesforce efforts immediately, choosing a Quickstart package could be an excellent decision for your company.
Who should consider Salesforce Quickstart packages?
Salesforce Quickstart packages are ideal solutions for smaller businesses and individual departments needing quick deployment. If you run a medium-sized or small business and want to implement an essential, professional, or enterprise edition of Salesforce, consider choosing a Quickstart package. It’s also a great option for customer service, marketing, and sales teams.
How do Quickstart packages work?
A certified Salesforce consultant or support team can perform the Quickstart for your organization. The process typically takes a few weeks, depending on which package you choose.
Your Salesforce partner will start by studying your business and learning your pain points. That way, they can build the best roadmap for your unique challenges and goals. They will also know what data they need to track to set up relevant reporting dashboards for your team.
Once the prerequisites are taken care of, your Salesforce partner will configure the CRM product to perform optimally for your business. After Salesforce is live, your partner may proceed with training your users to adopt the platform using best practices.
What are the key benefits of using Quickstart packages?
A Quickstart package can help your team streamline workflows, move your entire operation to the cloud, and, most importantly, implement and adopt Salesforce as quickly as possible. But that’s not all. Here are several other benefits for your team:
- Improve workflows and streamline processes to save time and money.
- Gain a 360-degree view of every customer and end user, connecting every touchpoint to customize your marketing and sales processes.
- Build more accurate analytical data and reports.
- Automate manual, repetitive, and time-consuming tasks.
- Learn Salesforce best practices first-hand from the experts guiding your Quickstart.
- Improve communication among your team and across departments.
- Gain better visibility across your entire organization.
- Customize your Salesforce platform to address the top needs of your business and reach your goals.
Top 5 QuickStart Packages for Implementing Salesforce
If you don’t know which package to choose, no sweat. Your Salesforce partner can help you decide on the best Salesforce solution for your organization. Here’s an overview of the top five Salesforce Quickstart packages for small and medium-sized businesses.
1. Sales Cloud Quickstart
Sales Cloud can help you build stronger connections with end-users, strategically manage your business, and grow revenue. Integrate apps that empower your team to plan, forecast, and sell more effectively. Provide the tools and support your sales reps need to close deals faster.
When implementing Salesforce, you can start with just the essentials – functionality with the potential to scale over time – or adopt a highly customized CRM tool that gives you everything you’ll need from the start.
Key Features
- Contact management
- Opportunity management
- Process automation
- Mobile CRM
- Sales forecasting
- Revenue intelligence
2. Service Cloud Quickstart
Service Cloud is another version of Salesforce that prioritizes customers every step of the way. This is where you can strengthen relationships and nurture them over time. Connect with your customers on any channel, automate business processes, increase call center productivity, and drive greater revenue. AI-powered tools and workflows and Customer 360 work together to help you deliver fast, personalized service across the board.
Key Features
- Agent workspace
- Automation
- Case management
- Incident management
- Knowledge management
- Reporting and analytics
- Video support
- Telephony and voice
- Omni-channel routing
- Workforce engagement
3. Marketing Cloud QuickStart
Using data, Salesforce Marketing Cloud can help you provide end users with outstanding experiences. Humanize interactions and customize solutions for your customers, making every touchpoint with your business memorable and positive. Glean new insights, automate workflows, and give your customers what you know they want.
The Marketing Cloud Quickstart package will empower your team to build robust email campaigns, manage data, track analytics, and automate marketing workflows to improve every step of the customer experience.
Key Features
- Content Builder
- Journey Builder
- Audience Builder
- Personalization Builder
- Analytics Builder
- Marketing Cloud Connect
4. Experience Cloud Quickstart
Experience Cloud, previously called Community Cloud, is another intuitive and powerful Salesforce product. Give your customers the ultimate online experience by creating secure websites, apps, and portals at record speed. Again, this platform can help you drive revenue by enhancing every customer relationship.
Create the kind of experience your end-users will love with this Salesforce Quickstart package. Experience Cloud allows you to integrate account portals, partner portals, and help centers. Build storefronts, microsites, and even fully customized solutions tailored to your business.
Key Features
- Personalized experiences for end-users
- Intuitive design for every device
- Integrated data
- Customizable dashboards
- Branding to reflect your business
- Secured customer and partner data
- Increased onsite engagement
- Lightning Bolt
- Collaboration on projects and ideas
- Discussions and activities groups
5. Pardot Quickstart
Pardot is a B2B and B2C marketing automation tool that allows marketers to identify which leads are most likely to convert into customers. The tool leverages your Salesforce platform’s knowledge of customers and how they interact with your company online and offline.
Pardot is a tool you can “add on” to your core Salesforce platform to connect prospective customers and your CRM. It focuses on customer journeys and sales enablement. Marketers can perform numerous tasks with Pardot:
- Email marketing
- Capturing prospect data
- Tracking prospect behavior
- Scoring prospects
- Intelligent lead nurturing
- Dynamic content
- Real-time alerts
- Landing pages and forms
- SEM and SEO program integrations
Other QuickStart Packages to Consider
- Social Studio
- Nonprofit
- Physician Referral Management
- Higher Education Data Architecture
- Health Cloud
- Financial Services
- Lightning Migration
- Tableau CRM
Why You Should Hire a Consultant or Support Team to Implement Salesforce for You
Implementing Salesforce is challenging, even using Quickstart packages. Up to 70% of all CRM projects end up failing – many due to poor implementation. A dedicated and experienced Salesforce consultant or support team can help set your business up for success on Salesforce.
They can configure your system using best practices. They can also train users to adopt the platform and continue using it as intended as your business grows. Your Salesforce partner should have the skills to solve complex problems as they arise and let you know of any upgrades you should make to use Salesforce to its full potential.
Whether you want to use a Quickstart package to start your Salesforce journey fresh or improve your current efforts, Port & Starboard can help. Contact us for any of your Salesforce-related needs.
