Salesforce Starter Setup
A complete Salesforce setup designed to give your organization a structured CRM system, automation, and reporting from day one.
Core Setup
- Account & Contact structure
- Lead management
- Opportunity pipeline
- Custom objects if required
- Data model planning
Automation
- Sales workflows
- Task automation
- Email notifications
- Lead assignment rules
- Process automation with Flow
Reporting
- Executive dashboards
- Sales pipeline reports
- Activity tracking
- Operational metrics
Implementation Timeline
- Discovery session
- System configuration
- Automation buildout
- Dashboard creation
- User onboarding
Typical delivery time: 2–3 weeks