Codleo

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.

View All QuickStart Packages

High Velocity Sales Quick Start Package

Completion Timeline:
Approximately 4 Weeks

Email sales@codleo.com
for more information.

Project Kickoff and Strategy Sessions

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

Lead and Account Setup

  • Lead and account setup. We configure & create fields on leads, accounts, and contacts.

Customized Opportunity

  • Customization of opportunity fields for focused tracking. Be productive and increase efficiency.

Lightning Dialer

  • Configuration of the Lightning dialer. This enables use of click-to-call, direct dial, notepad, automatic call logging, and voicemail drops, and so on.