Quick Start Salesforce Packages
Lovalto is a Salesforce consulting firm offering rapid Quick Start implementation packages that deliver focused solutions in 2-4 weeks with fixed pricing and guaranteed deliverables. Quick Starts are perfect for organizations needing specific Salesforce capabilities deployed quickly without the overhead of extended discovery or open-ended consulting engagements. With a 50/50 payment structure and clearly scoped outcomes, Quick Starts provide predictability and speed.
Quick Start Package Structure
What's Included
- Requirements Documentation: Detailed requirements gathering session capturing business processes, user stories, and acceptance criteria
- Platform Configuration: Custom objects, fields, page layouts, record types, and validation rules built to your specifications
- Automation Development: Workflow rules, Process Builder flows, or Flow Builder automations handling business logic
- Integration Setup: API connections to external systems, data import/export processes, or middleware configuration
- User Training: End-user training sessions and administrator handoff ensuring your team can manage the solution
- Documentation: Configuration documentation, user guides, and technical specifications for future reference
- Deployment: Testing in sandbox, user acceptance testing coordination, and production deployment
Timeline and Process
- Week 1 - Discovery: Kickoff meeting, requirements gathering, process mapping, and Statement of Work finalization. First payment (50%) due upon SOW signature.
- Week 2-3 - Build: Sandbox configuration, automation development, integration testing, and iterative review sessions with stakeholders
- Week 3-4 - Deploy: User acceptance testing, training sessions, production deployment, and final handoff. Second payment (50%) due upon delivery acceptance.
Fixed Pricing Model
- 50% Upfront: First payment due upon signed Statement of Work, securing your project timeline and resource commitment
- 50% Upon Delivery: Final payment due when deliverables are accepted, ensuring satisfaction before final payment
- Scope Protection: Clear scope definition protects both parties from scope creep and budget overruns
- Change Management: Formal change request process for scope additions maintaining project integrity
Common Quick Start Use Cases
Sales Process Automation
- Lead Routing: Automated lead assignment based on territory, product interest, or lead score
- Opportunity Management: Stage progression automation, approval workflows, and quote generation
- Activity Tracking: Sales activity dashboards, task automation, and follow-up reminders
Service Operations
- Case Management: Case routing rules, escalation processes, and SLA tracking
- Knowledge Base: Article creation, categorization, and knowledge-enhanced support processes
- Self-Service Portals: Customer community setup with case creation and knowledge access
Reporting and Analytics
- Executive Dashboards: KPI tracking, trend analysis, and performance metrics
- Custom Reports: Complex report types, cross-object formulas, and scheduled distribution
- Data Visibility: Role hierarchy configuration, sharing rules, and field-level security
Integration Projects
- Marketing Platform Sync: Pardot, Mailchimp, or HubSpot integration with lead synchronization
- ERP Connection: NetSuite, QuickBooks, or SAP integration for order and invoice sync
- Data Migration: One-time or recurring data imports from legacy systems or spreadsheets
Feature Additions
- Custom Applications: Department-specific apps for operations, HR, or project management
- Approval Processes: Multi-step approval workflows with dynamic routing and delegation
- Email Templates: Professional email template libraries with merge fields and tracking
When Quick Start is the Right Choice
- Well-Defined Requirements: You know exactly what you need and can articulate the desired outcome
- Time-Sensitive Delivery: You need the solution deployed quickly for a product launch, seasonal peak, or compliance deadline
- Budget Certainty: You prefer fixed pricing over hourly consulting for budget planning and approval
- Focused Scope: The project is specific and contained, not a multi-month transformation initiative
- Existing Salesforce Org: You have Salesforce already and need to extend capabilities (though new org setups are also possible)
Frequently Asked Questions
What is included in a Quick Start package?
Quick Start packages include requirements documentation, platform configuration, custom object and field creation, automation (workflows/flows), integration setup, user training, documentation, and deployment to production. Scope is defined upfront with clear deliverables and acceptance criteria.
How long does a Quick Start take?
Most Quick Starts complete in 2-4 weeks depending on complexity and scope. Timeline includes discovery, configuration, testing, and deployment phases. Rapid turnaround is possible because scope is clearly defined and controlled.
How does fixed pricing work?
Quick Starts use a 50/50 payment structure: 50% due upon signed Statement of Work, 50% due upon delivery and acceptance. Price is fixed based on clearly defined scope, protecting both parties from scope creep and budget overruns.
What happens if requirements change during the Quick Start?
Scope changes are managed through a formal change request process. Minor adjustments within the spirit of the original scope are accommodated. Significant additions require a separate change order to maintain timeline and budget integrity.
What use cases are good fits for Quick Starts?
Quick Starts work well for sales process automation, case management setup, lead routing configuration, reporting dashboard creation, specific integration projects, and targeted feature additions to existing orgs. The key is having a specific, well-defined outcome.
Source: https://www.lovalto.com