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The document then details Salesforce Quick Start Implementation as the fastest route to CRM success, covering rapid configuration, data loading, user onboarding, core feature areas like application management, customer/contact handling, pipeline and activity setup, security, reporting dashboards, and data quality and migration, followed by testing, training, closeout, and roadmap recommendations. It also provides QuickStart pricing packages and optional add-ons.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":11,"@type":70,"position":76},"https://docshare.wps.com/template/presentations/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/salesforce-quick-start-implementation-configero-quick-start-datasheet-2018/250869/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/salesforce-quick-start-implementation-configero-quick-start-datasheet-2018/250869.png","ImageObject",442,249,{"name":88,"@type":89},"\tJames","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-27","2026-09-12",true,{"@type":98,"interactionType":99,"userInteractionCount":20},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"What phases are included in Configero’s Salesforce implementation methodology?","Question",{"text":108,"@type":109},"The lifecycle includes Phase 1 Launch, Phase 2 Discover, Phase 3 Design, Phase 4 Build, Phase 5 Validate, and Phase 6 Deploy, covering planning through testing, deployment, training, and post go-live support.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"How does QuickStart help companies get running on Salesforce quickly?",{"text":113,"@type":109},"QuickStart targets companies early in their CRM roadmap, using less complex configurations and fewer users. 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As a certified implementation partner of Salesforce , we’re committed to enhancing your organization’s Salesforce CRM effectiveness by offering a full array of implementation solutions including:  \nSalesforce’s leading CRM and cloud-computing solutions have thousands of companies around the world effectively managing their customer relationships through multiple channels. At Configero, we go above and beyond to ensure that all aspects of your Salesforce implementation are effectively managed—every step of the process.  \nProven Implementation Methodology  \nConfigero’s implementation methodology is designed to enable a successful deployment of Salesforce. Atypical Configero implementation lifecycle includes the following phases:  \nPhase 1-Launch: Confirm scope , objectives, establish project approach and develop the project plan. Phase 2 – Discover: Identify solution (functional & technical), analyze and define the requirements.  \nPhase 3 – Design: Conduct detailed design workshop , prepare design document and sign-off.  \nPhase 4 – Build: Translate design specifications into a configured and customized Salesforce solution. Phase 5-Validate: Execute test plan to validate the solution is constructed to meet the requirements. Phase 6 – Deploy: Transition solution to live production , Admin & End User training, post go-live Support.  \nBy customizing the implementation solution to match your unique business needs, Configero enables your organization to benefit from enhanced effectiveness and help you realize Salesforce ROI.  \nSalesforce Quick Start Implementation  \nThe Fastest, Easiest Way to CRM Success  \nThe value of CRM technology to an organization depends largely on the initial implementation and how the tool is configured to meet the needs of the unique business. With Configero’s QuickStart Implementation offering, companies can get up running on Salesforce rapidly and successfully, with along-term, strategic vision on business impact and ongoing ROI.  \nQuickStart is ideal for companies just getting started on their CRM roadmap with less complex configurations and fewer users. Configero will configure and customize the platform uniquely to the goals and needs of the organization, load existing data and onboard users to manage the tool daily for maximum usability, reliability and adoption in up to 4 weeks.  \nDiscover, Design, Build and Configure  \nWe’ll implement Salesforce specific to your business requirements and customize the application for ease of use, easy search capabilities and key data points:  \nApplication Management:  \n● Configure object page layouts, page sections, and custom field  \n● Customize home page, custom views, and page layouts  \n● Set up Sales app, tabs, related list views, and mini-view hover details  \nCustomer and Contact Management  \n● Configure account and contact process and custom fields  \n● Configure validation rules and field dependency  \nPipeline and Activity Management  \n● Configure sales and activity processes, including stages  \n● Configure validation rules and field dependency  \nSecurity Settings  \n● Configure enterprise-wide roles and hierarchy  \n● Customize organization-wide sharing settings  \nReports and Dashboard Management  \n● Configure sales pipeline and sales effectiveness reports and dashboards  \nData Quality and Migration  \nThe following activities are designed to load the initial data required for the most effective user adoption.  \nImport Account / Contacts  \n● Download Configero AppExchange Data Loader and setup mappings  \n● Load and perform a review of data after import  \nValidate, Test, Deploy and Train  \nConfigero ensures implementation success by testing the Salesforce instance in a demo environment without disrupting existing methods, and provides deployment and user training to onboard CRM stakehol","cbCais5lF2iRKb4n","https://ap.wps.com/l/cbCais5lF2iRKb4n","pdf",501681,"English","# Proven Implementation Methodology\n## Phase 1-Launch to Phase 6-Deploy\n# Salesforce Quick Start Implementation\n## QuickStart value and fit\n## Discover, Design, Build and Configure\n## Validate, Test, Deploy and Train\n## Close and Roadmap\n# QUICKSTART PRICING\n## Package Options\n## A la Carte Offerings","[{\"question\":\"What phases are included in Configero’s Salesforce implementation methodology?\",\"answer\":\"The lifecycle includes Phase 1 Launch, Phase 2 Discover, Phase 3 Design, Phase 4 Build, Phase 5 Validate, and Phase 6 Deploy, covering planning through testing, deployment, training, and post go-live support.\"},{\"question\":\"How does QuickStart help companies get running on Salesforce quickly?\",\"answer\":\"QuickStart targets companies early in their CRM roadmap, using less complex configurations and fewer users. Configero configures and customizes the platform to business goals, loads existing data, and onboard users to manage the tool daily in up to 4 weeks.\"},{\"question\":\"What activities are covered under application management, customer/contact management, and security settings?\",\"answer\":\"Application management includes configuring object layouts, custom fields, and home pages; customer/contact management covers account/contact processes, custom fields, and validation rules; security settings include enterprise roles and hierarchy plus organization-wide sharing configurations.\"}]","Salesforce Quick Start Implementation - Configero Quick Start Datasheet - 2018 | PDF",1789256481]