salesforce CRM quick start

CRM (Customer Relationship Management) implementations are difficult, and CRM systems are prone to poor adoption. This is often due to long, drawn-out projects that attempt to solve for all requirements and often still miss the mark. Opportune's CRM Quick Start approach simplifies implementations to core features and focuses on speed to value.

Approach

Short timeline - 4 weeks to go-live
Limited to core configuration (no custom development or integrations)
Small implementation team (1-2 consultants)
In-person, hands-on training
Dedicated, proactive support by the implementation team after go-live

Salesforce CRM Quick Start

Benefits

Deliver value quickly
Limit required testing by reliance on no-code configuration
Small, dedicated, in-person teams limit handoffs and prevent unnecessary documentation and gaps in communication

Quick Start Scope

Feature review and initial configuration definition
Adoption metrics review and planning
Account, Contact, and Opportunity page layout configuration
Home page dashboard configuration
Essential branding (logo and color scheme)
Mobile app configuration
Security model definition and configuration
Stakeholder demos and feedback sessions
User documentation and training
Dedicated, proactive support the week of go-live
Adoption review and feature roadmap development

Have questions?

Contact the Experts

Kurt King

Partner

Kent Landrum

Partner

Ross Benton

Director