Sales Cloud Quick Start Package

Pricing: $3,999

Sales Cloud Quick Start Package

Approximate Completion: 3 Weeks

Project kickoff and process review

We will review the project's scope and request access to your Salesforce organization to start configurations.

Lead management set up

We will tailor leads in Salesforce to ensure you can efficiently capture lead information relevant to your business, qualify your prospects and understand your lead funnel.

Account customization

We will structure your account information to allow you to document critical data about individuals, households, or business entities involved in your sales cycle.

Contact configuration

We will customize contacts to allow you to capture relevant information regarding the individuals that work with the business entities you do business with.

Opportunity set up

We will configure Salesforce opportunities to help you capture any information relevant to your deals as well as help you manage your Sales pipeline in a way that fits your business processes.

Data import training

We’ll perform a custom, one-hour webinar data import training session to train on importing leads, accounts, and contacts in Salesforce.

Salesforce Training

We’ll perform a one-hour training on how to create reports and dashboards for your business to enable you to track data in real-time.

Eric is that rare collaborator who excels at both strategy and execution. He helped us adapt our sales plan in response to changing customer profiles, and then took the lead on the nuts and bolts of crafting deliverables and reporting. His work and work ethic are exceptional in every way, and have had a markedly positive impact on our business.

Dave Lowensohn

COO & Co-Founder at Candid

Eric’s expertise in revenue operations, Salesforce and web3 make him a unique asset. He’s been instrumental in helping us refine and operationalize our Sales processes as we aim to boost our team and revenue growth. If you need help optimizing your operations during rapid expansion, Eric is the expert you'll want by your side!

Sajjad Rehman

VP of Revenue at Immunefi

I’ve had the pleasure of working with Eric on multiple occasions and he’s been a true difference maker. If you want to identify and implement cost-saving efficiencies to your ops org or an expert to help with your Salesforce implementation, look no further than Eric.

Jeremy Avin

CMO at Truehold

Eric has been a trusted partner of mine for years when it comes to scaling organizations. His hands-on experience leading startups makes him a great partner for technology implementations, coaching sales and operations leaders, and crafting growth strategies

Zubin Canteenwalla

COO at Saltbox, Inc.

Eric's super power is his ability to help you leverage Salesforce for your team's productivity and effectiveness. He is super easy to work with and "gets it" not as a process person but as a true business partner. If you need Salesforce help, there's no one better.

Sandy Carter

COO at Unstoppable Domains, Inc.

Eric not only provided valuable insights for our sales strategy, but also helped us turn those insights into action and provided great leverage for our start up!"

Lucy Voss

Regional Director - West at Saltbox, Inc.