Start Salesforce the right way —
productive in 30 days
You bought Salesforce, but your team still lives in Excel, spreadsheets, or the old CRM. The Quick Start program puts a stop to that.
You have Salesforce — but nobody uses it
The licence is running. Expectations are high. But reality looks different:
- Your team still works in Excel because Salesforce is "too complicated"
- Data is scattered across CRM, spreadsheets, inboxes, and sticky notes
- No clear process: leads, opportunities, and tasks disappear into nowhere
- The Salesforce UI is the default — not tailored to your workflows
- Every month without usage costs licence fees with no return
The result: Salesforce becomes an expensive database instead of a growth engine. By Salesforce's own numbers, 30–70% of CRM implementations fail at adoption — not at the software.
The Salesforce Quick Start program
Zero to productive in 30 days. No overengineering, no multi-month projects — just what your team actually needs to use Salesforce from day one.
Before
- Data in Excel and email
- No pipeline visibility
- Manual processes
- Team doesn't use Salesforce
After
- All data centralised in Salesforce
- Live pipeline dashboard
- Automated workflows
- Team productive in the CRM
Your Quick Start program in detail
Process analysis & Salesforce architecture
Together we map your revenue processes, define the Salesforce architecture, and build a tailored implementation plan. No off-the-shelf template — your process modelled in Salesforce.
Configuration & data migration
We configure Salesforce end-to-end: custom fields, page layouts, automations, and dashboards. Plus full migration of your existing data — cleaned, deduplicated, and structured.
Team training & go-live support
Practical training for your team — not theoretical Salesforce courses, but "this is how you work in Salesforce starting tomorrow." We're there at go-live to make sure everything runs smoothly.
30-day post-launch support
After go-live we stay on for 30 days: answering questions, fine-tuning, troubleshooting. So adoption doesn't drop off after day one.
Bonuses: so the start is sustainable
Salesforce best-practice playbook
A team handbook documenting your specific processes in Salesforce: how leads are captured, opportunities tracked, and reports built.
IncludedData migration checklist
Structured checklist for a clean data migration: field mapping, cleanup rules, validation, and a rollback plan.
IncludedDashboard template set
Pre-built dashboards for pipeline, activities, and performance — ready to use right after go-live.
IncludedWhat's included in the Quick Start program
Salesforce Quick Start
- Process analysis & Salesforce architecture (done-with-you)
- Full configuration & data migration (done-for-you)
- Team training & go-live support
- 30 days post-launch support
- Salesforce best-practice playbook
- Data migration checklist
- Dashboard template set
One-off. 30 days. Zero to productive.
The "productive" guarantee
If your team is not productive in Salesforce after 30 days — we stay on until you are. At no extra cost.
Productive or we keep working. That simple.
What our clients say
Working with Cloud Consultants is very constructive. The team is highly engaged and gets up to speed on the work fast and competently.
With Tim and Demian from Cloud Consultants we solve our Salesforce Sales and Marketing Cloud challenges quickly and productively.
I can strongly recommend Cloud Consultants as a partner for larger Salesforce projects. Their expertise helped us land excellent solutions even on complex topics.
Frequently asked questions
What is included in the Quick Start program?
Process analysis, Salesforce architecture, configuration, data migration, team training, go-live support, and 30 days of post-launch support. Everything you need to actually use Salesforce — in one package.
How much internal effort is required?
3–5 hours per week for workshops, feedback, and approvals. We handle the technical configuration and data migration completely. Your team brings the business knowledge — we take care of the rest.
Can you migrate existing data from Excel or other CRMs?
Yes. Data migration is a core part of the program. We migrate your contacts, accounts, opportunities, and custom data — structured, cleaned, and deduplicated.
What happens after go-live?
You get 30 days of post-launch support for questions, fine-tuning, and troubleshooting. For ongoing optimization we recommend our subscription plan.
Which Salesforce editions does this work with?
The Quick Start program works with any Salesforce edition from Starter Suite upward. We configure Sales Cloud, Service Cloud, or a combination — based on your requirements.
Further reading
Lifecycle Revenue Engine
Turn Marketing Cloud into a personalised revenue engine in 30 days — the ideal next step after Quick Start.
Ongoing Salesforce optimization
After Quick Start: keep the momentum with ongoing dedicated support.
About Cloud Consultants
Meet the Swiss boutique consultancy behind Quick Start: 10+ years of Salesforce expertise.
Ready to start Salesforce the right way?
From zero to productive in 30 days. Let's plan your Quick Start.
Discuss Quick Start