Sales Cloud – QuickStart Package

Salesforce Quickstart Package

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Completion time

2 weeks




1 Consultant

1 Salesforce Developer

1 Project Manager

1 QA Specialist


Sales Cloud is designed to drive business growth by empowering sales reps to work faster and smarter. Convert more leads, close more deals, and understand the health of your entire organization.

Key Benefits

  • A robust Salesforce solution tailored to your business in a short period of time.
  • Comprehensive 360 degree view of your customer’s data across your company.
  • Drive automation on time-consuming tasks and take the burden off your team’s shoulders.
  • Enhance the communication among your team members and close deals faster.
  • Improved analytical data and reporting.

What’s Included


  • Comprehensive solution design.
  • Roll-out plan.


  • Configure Leads: record types, up to 10 custom fields, validation rules, lead conversion mappings, layouts, up to 5 list views.
  • Configure Accounts: record types, up to 10 custom fields, validation rules, layouts, up to 5 list views.
  • Configure Contacts: record types, up to 10 custom fields, validation rules, layouts, up to 5 List views.
  • Configure Opportunities: up to 5 sales process, record types, up to 20 custom fields, validation rules, layouts, up to 5 list views.
  • Configure Products: record types, up to 10 custom fields, validation rules, layouts, up to 5 list views.
  • Configure Price Books: record types, up to 10 custom fields, validation rules, layouts, up to 5 list views.
  • Up to 5 Workflows for improving business processes automation.
  • Quality Assurance to validate your unique business needs.
  • Data import for Leads, Accounts, Contacts, Products with predefined CSV format.
  • Up to 3 Dashboards to visualize different KPIs at different levels, including required source reports.
  • Dedicated Point of Contact monitoring, supervision, and control.

Training Session

  • One complimentary 90min remote training session.

Get Your Free Consultation

Trusted by great companies.

From start-ups to Fortune 500s, we help businesses of all sizes get the most out of their Salesforce experience.

Green Building Initiative
Banco Sabadell
Norwegian Cruise Line
Larkin Community Hospital
Discovery Channel

What people are saying

Five starts

Five stars on customer satisfaction and Salesforce appexchange ratings.

"Excellent Consultants. During the training I received by the SkyPlanner team, I was lucky to better understand the powerful capabilities of They were very effective, straight-to-the-point, and with a solid knowledge of the CRM and the platform. Definitively they showed us how to streamline the business process within our company. Great group of people spreading valuable knowledge to make businesses grow. I highly recommend them."

Ramiro Allen — Chief Software Engineer @ TurboPay Limited

"Excellent partner! We have been working with SkyPlanner for almost one year now. It has been a pleasure working with their team. If it wasn't for them we would have not been able to go-live with our platform when we did. They understood our needs and were not only able to execute but guide us in our decisions. We continue using them for our on-going projects. They have a deep understanding of the overall platform. Their team is always ready, willing and able to help."

Ivan de Moya — VP Innovation Technology @ SunStreet

"SkyPlanner was professional, creative, reliable and extremely accommodating. From the onset of the project, it was clear that we had found the right partner. Our project was complex and every time we hit a roadblock, SkyPlanner was helpful in identifying and implementing a solution. Jorge Fernandez [SkyPlanner's Co-Founder & Managing Director] was our primary contact and we cannot say enough about what an asset he was in bringing our project to resolution."

Ryan Borcherds — Marketing @ Deliver Lean

"On time, on budget, great quality on every project. Whenever I get asked to recommend a partner, I do not hesitate on my reply: Go with SkyPlanner. I had the privilege to have worked with many teams over the years, none have brought to the table the enthusiasm the SkyPlanner team has. This combined with their professionalism and expertise are the reasons I ONLY recommend one partner: SkyPlanner. In every project (and we have done many) they have consistently delivered on time and on budget with significantly superior quality."

Juan Meza — Strategic Business Development Director @ Sony Electronics Inc.

"Outstanding Service! Happy to have them as our partner! SkyPlanner is by far the most experienced and reliable Salesforce partner. We almost gave up on Salesforce thanks to our previous partner, fortunately we found SkyPlanner and they came to the rescue! They took their time to understand our needs and complexity of our organization. Highly talented, professional and dedicated team. I cannot stress enough how happy we are to have them as our partner and we look forward to continue building our relationship."

Nolan Pereira — Project Manager @ BLU Products

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