Salesforce Consumer Good Quick Start Package

Salesforce Consumer Good Quick Start Package



Completion Timeline:
Approximately 2 Weeks

Call +1 (289) 937-1775 or
for more information.


Project Kickoff and Business Process Reviews

  • We’ll discuss your finalized goals for Salesforce, including a customization plan for your process.

Lead Personalisation

  • Experience a seamless and streamlined lead management process that empowers your sales team to achieve their goals effectively.

Opportunity Configuration

  • Rely on us to configure opportunities in Salesforce, providing a comprehensive view of your sales and potential sales pipeline. With detailed insights on win rates, competitors, and sales stages, reporting becomes effortless and effective.

Retail Stores and Products Customisation

  • Our expert team will customize retail stores in Salesforce to efficiently capture information about each physical location under an account, streamlining visit planning.
  • Additionally, we'll create categories and assortments of products, enabling seamless tracking against retail stores.

Visit Planning and Execution

  • Our tailored solution allows your reps to customize visits, ensuring they can efficiently plan and determine the necessary tasks to be completed at each store.


  • We will perform a one hour training session.