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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- 4-week engagement
- 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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- Remote Project Team Workshop
- Creation of detailed business user stories
- User story sign-off and project board setup
- Weekly project review sessions
- Installation of Pardot Connector Package
- Lead and Contact Page Layout updates (up to 2 layouts)
- Field mapping for Leads, Contacts, and up to 20 custom fields
- User mapping and Single Sign-On setup
- Enable Connected Campaigns
- Pardot Campaign Record Type creation
- Pardot Lightning Email creation
- Setup of up to 2 email sending subdomains
- Website tracking code generation
- Vanity tracking domain (CNAME) setup
- Email authentication implementation
- 1 x Standard Email Template
- 1 x Custom Email Template
- Up to 4 x Forms/Form Handlers
- Up to 2 x Landing Pages
- Up to 3 x Automation Rules
- Add-ons and connector setup
- 1 x Site Search
- Up to 2 x Drip Campaigns
- 1 x Remote End-User Training Session
- 1 x Bespoke Training Material