Salesforce CRM – Quick Start!

ME PL Solution Salesforce CRM Quick Start

In order to meet the expectations of our customers, ME PL Solution Team has created Salesforce CRM Quick Start package!


Salesforce Quick Start

The purpose of creating the package is to minimize the involvement of your team in the process of implementing the CRM system from the largest Provider of this type of services in the World.

The package was created in two variants:

  1. Basic,
  2. Advanced.

Salesforce Quick Start – Basic Package

How does Basic Package work?

The implementation takes place on the basis of workshops, which include the following:

  1. Kick-off call, approx. 30 minutes,
  2. Understanding of your Business Processes, approx. 60 minutes,
  3. Lead Management, approx. 45 minutes,
  4. Contact/Account Management, approx. 45 minutes,
  5. Opportunity Management & Forecasting, approx. 60 minutes,
  6. Duplicate & Matching Rules, approx. 30 minutes,
  7. Homepage, Reports & Dashboards, approx. 45 minutes,
  8. Project Review & Hand-off, approx. 45 minutes.

The total project time is approximately 6 hours.

What’s in the Salesforce Quick Start Basic Package?

  • Sales Cloud Configuration,
  • 1 Profile & User,
  • Configuration of your process, from Lead to Opportunity,
  • Enabling Salesforce Forecasting,
  • Standard duplicate catching with Salesforce,
  • Up to 15 Custom Fields,
  • Up to 2 Custom Objects,
  • Up to 5 Reports, and basic user training on how to create more,
  • 1 Dashboard,
  • 2 hours of practice session.

Out of the scope

  • Third-party and custom integrations,
  • Process Automation (Flows) & Approvals,
  • Configuration of Products, Pricebooks, Quotes, Cases, Contract & Orders,
  • Salesforce Code (Triggers, Apex, Lightning & Web Components, Visual Force),
  • Data Migration.

Upgrade your package!

All upgrades will be negotiated individually.

  • Third Party Integration,
  • Product, Pricebooks, Quotes, Cases, Contract & Orders,
  • Additional Configuration,
  • Custom Development,
  • Data Migration,
  • Flows & Approvals,
  • Live support.

Salesforce Quick Start – Advanced Package

How does the Salesforce Quick Start Advanced Package work?

The implementation takes place on the basis of workshops, which include the following:

  • Kick-off call, approx. 30 minutes.,
  • Understanding of your Business Processes, approx. 90 minutes,
  • Leads, Accounts, and Contact Management, approx. 120 minutes,
  • Opportunity Management & Forecasting, approx. 120 minutes,
  • Quotes, Products & Pricebooks, approx. 90 minutes,
  • Campaigns, Contracts & Orders, approx. 60 minutes,
  • Tools, Mobile, Reports and Dashboards, approx. 90 minutes,
  • Project Review & Hand-off, approx. 60 minutes.

The total project time is approximately 12 hours.

What does Salesforce Quick Start Advanced Package include?

  • Sales Cloud Configuration,,
  • 2 Profiles & Users setup,
  • Configuration of Lead-to-Opportunity business process,
  • Products, Pricebooks, & Quotes,
  • 5 Automate Processes,
  • 1 Approval Process (applies to Enterprise license, and above),
  • 1 Email Template,
  • 1 Custom branded Salesforce App,
  • Enable out-of-the-box Salesforce forecasting,
  • 15 Custom Fields,
  • 2 Custom Objects,
  • Enable Salesforce Lightning features: Home Page, Lead & Opportunity paths with an expert,
  • Standard Duplicate & Matching Rules ,
  • 5 Reports,
  • 1 Dashboard,
  • 2 hours of practical training,
  • Importing of the Data (5 Objects),
  • Mobile App DEMO.

Out of the scope

  • Third-Party & Custom integrations,
  • Code (triggers, Apex development, Lightning & Web Components, Visualforce development).

Upgrade your Quick Start Advance package!

All upgrades will be negotiated individually.

  • Live support,
  • Additional Configurations,
  • Approval Process,
  • Custom Development,
  • Third-party and custom integrations.

Contact us to find our more.


As an official Salesforce partner, we design, implement, advise and train employees in the use of dedicated CRM systems based on the latest Salesforce technology.

Grow with Salesforce!

ME PL Solution Team