Implementation Starting at $4,200

Salesforce Sales Cloud Quickstart

Accelerate your Sales Cloud setup with our Quickstart. US-based certified consultants offer tailored training, ensuring completion in just weeks.

What's Included

Embarking on a Salesforce journey? Let Summit guide your path. Here's why we stand out:

  • Transparent Estimation

    Receive a no-cost estimate, detailing cost and timeline for a smooth implementation.

  • US-Based Expertise

    Our consultants, all native English speakers, are 100% based in the U.S., ensuring clear communication.

  • Certified Brilliance

    Our team boasts Salesforce-certified consultants, guaranteeing expert-led implementations done to Salesforce best practices.

  • Guided Delivery

    Every Quickstart project benefits from the oversight of a dedicated Delivery Manager, ensuring even complex needs are met seamlessly.

  • Proven Processes

    We've honed proprietary tools and methods that guarantee successful Quickstart project deliveries every time.

  • Future-Forward Focus

    We ensure your initial success and guide you toward harnessing Sales Cloud's full potential for long-term growth and automation.

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Silver Package

  • User setup & security configuration

  • Customized user interface

  • Essential CRM setups: Leads, Accounts, Contacts, Opportunities

  • Custom field creation

  • Sales process & Opportunity stages alignment

  • Email sync for Outlook/Gmail

  • Insightful reports & dashboards

  • 2 hours each of User & Admin training

Platinum Package

  • Encompasses Silver & Gold

  • Post-sales process setup

  • Advanced record-level security & sharing

  • Inclusions of Assets & Service Contracts

  • Order management

  • Payment processing

  • Sales forecasting & console

  • Advanced automations, including complex pricing rules

Gold Package (Includes Silver features):  For brevity, only unique features need to be listed as the rest are already included in Silver.

Important Considerations

Looking beyond implementation services? We offer integration, custom development, training and support for Sales Cloud.

Ready to Chat?

Get a jumpstart by connecting with one of Summit's Salesforce Certified Experts today.

Related Success Stories

Summit has helped hundreds of clients with over 1,500 successful implementations. Dive deeper into our clients challenges and the solutions our team of Salesforce experts created.

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City of Delaware, OH

The City of Delaware teamed with Summit to create a custom Salesforce solution to manage email campaigns for delinquency issues and escalations, and program efficiency monitoring.

City of Westerville, OH

The city of Westerville embarked on a Services Cloud implementation for economic development as part of its digital transformation and innovation initiative.

Florance County, SC

Summit's team of Salesforce experts collaborates with Florence County to Implement Salesforce Cloud-Technology & Economic Development Accelerator

Summit's Salesforce Certifications

As a firm specializing in Salesforce project work, we place a high value on obtaining and maintaining Salesforce certifications for the various Salesforce products we support and services we offer. Our team has obtained over 60 certifications spanning over 20 unique areas of certification. Every member of our delivery team holds at least one certification, and many team members have earned more than five.

"Easy to Work With"
Angie W.

Northwoods worked with Summit to help migrate our Microsoft Dynamics CRM system to Salesforce.  Summit was extremely knowledgeable, thorough, and easy to work with.  They were able to help us configure the system to handle complex business processes while making the system easy for end users.  They were also able to migrate all our legacy Dynamics data to the new Salesforce system.  Summit helped train our technical team on Salesforce administration while keeping the project on time and under budget.  I highly recommend Summit for any Salesforce-related project.

"Mind Blowing!"
Rachael H.

As a leader of a small non-profit aimed to scale rapidly and efficiently, I knew it was critical to transition from antiquated spreadsheets to a sophisticated CRM. We dabbled in Salesforce on our own the year prior. To put it mildly, I was terrified to go there again. Summit met my apprehension with confidence and reassurance. They were timely, efficient and positioned us to utilize Salesforce in ways we hadn’t imagined. Every day I’m in awe of what Salesforce can do; to the team’s credit for imparting their wisdom. Summit has positioned us for unprecedented opportunities at Walk with a Doc. Thank you!

"BEST Salesforce Consultant Available"
Catherine Z.

We went through 3 consultants before finding Summit. The difference was night and day, and the cost was very reasonable. They helped us get our Communities up and running in less than a week (after 2 other teams essentially dragged their feet for 9 months - yes, 9 months!). We are ecstatic! We also have Managed Services with them, for a few hundred bucks a month they are our go-to for anything Salesforce. The team is INSTANTLY responsive - like within 2 minutes. I have experienced other consultants and can tell you, there is no comparison. Hire Summit!

"Did a Wonderful Job"
Paige B.

We have primarily been using Salesforce for our sales team. Recently we decided to bring our support team on and Summit did an awesome job helping us get everything set up the way we needed.

"Great Learning and Implementation"
Annette H.

Great experience with Summit. They are very knowledgeable about Salesforce and their turn around is outstanding. I am looking forward to working Part 2 of our plan with them.

"Transformation Data w/ Excellent Service"
Kay W.

The skill set and knowledge that Summit has brought to this project far surpasses our initial expectation- especially since our initial contact with Salesforce corp. was challenged in regards to utilizing training videos to suit our scope and need. Summit and team has been helpful in supporting our team with a custom solution in order for us to be able to serve our community better. They are timely and professional, and eager to learn about the why before telling us the what.

"Made our Dream CRM a Reality!"
Matt S.

Summit made our Salesforce dream a reality. As a small non-profit on a limited budget with very specific CRM needs we were challenged to find a suitable Salesforce partner. Fortunately we were introduced to Summit, and from day one they made the formidable task of implementing Salesforce doable (and even enjoyable!). The Summit team are pros, from their accessibility and communication to industry knowledge and attitude, they never said 'no' to a request. When we encountered hiccups along the way they took the time to trouble shoot and make fixes, even when it was outside the original scope of the project. We didn't deviate from the project timeline or budget, which says a lot considering our custom needs for data collection/reporting, donor communication, and third party plug-ins. If you are considering implementing Salesforce or have any Salesforce needs, I highly recommend Summit and their team.

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