NimbusPoint Consulting’s QuickStart packages are built for businesses that want to launch Salesforce fast — with fixed scopes, transparent delivery timelines, and best practices tailored to your needs. Each engagement is designed to deliver real value within weeks.
QuickStart Offerings
4-Week Engagement
Ideal for teams looking to streamline lead management and build a scalable CRM foundation. Includes core Salesforce Sales Cloud setup, user access, basic automation, and training.
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- 1 x Lead Management Process
- 1 x Sales Process
- 1 x Sales Application (includes 2 user profiles with security settings)
- Accounts, Contacts, and Opportunities setup
- Web-to-Lead setup (standard fields only)
- 2 x Email Templates
- 1 x Standard Record-Triggered Flow OR Lead Assignment Rule
- 3 x Dashboard Components + 3 additional Reports
- 1 x Remote Training Session
- Standard Salesforce email integration
- Up to 10 custom fields per object
6-Week Engagement
For organizations needing to manage sales quotes, products, and pricing in addition to CRM essentials. Builds on the Standard CRM setup with added quoting capabilities and enhanced reporting.
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- Everything in Standard CRM package, plus:
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- 1 x Quote Process
- 1 x Standard Quote Template
- 1 x Standard Price Book & Products
- 2 additional Email Templates (total 4)
- 3–4 additional Reports
6-Week Engagement
Perfect for businesses looking to unify marketing and sales. This package sets up Pardot to enable automated email journeys, lead nurturing campaigns, and integrated reporting.
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- Project Management
- Documentation & Planning
- Meetings & Workshops
- Website Tracking
- Email Domains
- 1 x Engagement Studio Workshop
- Global Unsubscribe Page
- Email Preference Centre
- 1 x Email Template
- 1 x Landing Page
- Standard Reporting
- Pardot Campaign Creation
- User Setup
- Form Integration / Forms
- Data Import
- Administrator Training
- Standard Reporting