codleo consulting

Quick Start Packages

Salesforce has a bouquet of products for businesses that automate processes, and enhance productivity and service. Codleo as the Summit tier partner provides pocket-friendly Quick-start services to set you up for success.

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Sales Cloud Quick Start Package

Completion Timeline:
Approximately 4 Weeks

for more information.

Project Kickoff and Strategy Sessions

  • Project commencement and engagement sessions. Meet our team and review the plan and details.

Lead Personalization

  • Customization of leads for qualifying faster & smartly. Personalization in Salesforce to get results.

Account Configuration

  • Configure accounts for documenting data related to anyone associated with the sales process.

Contact Customization

  • Customization of contacts to ensure deeper connect that give boost to the sales process.

Opportunity Configuration

  • Configure opportunities for monitoring sales & potential sales pipeline, win rates, competitors, and so on.