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

Sales Cloud 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 Personalization

  • Customization of leads for qualifying faster & smartly. Personalisation in Salesforce to get results.

Account Configuration

  • Configure accounts for documenting data related to anyone associated with the sales process.

Contact Customization

  • Customization of contacts to ensure deeper connect that give boost to the sales process.

Opportunity Configuration

  • Configure opportunities for monitoring sales & potential sales pipeline, win rates, competitors, and so on.