Salesforce Quick Start Package

We know what it takes to be successful and how to align to drive customer success

Our unique position in the market, our deep expertise and knowledge of Salesforce & the ecosystem means you reach objectives faster. 50 projects as Vanguard and Collectively our experienced team have done over 1000 projects! An award winning Salesforce SAE, Partner & SI Leader & Award wining Head of services, technology expert and SF innovation award winner!

Salesforce Sales Cloud Quick Start Package

Maximise your sales effort with the world’s number one sales application

Company Info 
Standard usersUp to 5
Role hierarchy 
Lead process1
Sales processes2
Assignment Rules2
Web to Lead Preparation 
Reports & DashboardsHow to use & where to find
Products & Price books1 Price book, up to 3 products
Custom Fields5
Data ImportUp to 1000 rows does not include files
Outlook / Gmail connection 
Company Info 
Number of standard usersUp to 5
Role hierarchy 
Case Assignment Rules2
Case Queues 
Web to case Preparation1
Email to case 
Case Escalation Processes1
Service Console Setup 
Reports & DashboardsHow to use & where to find
Prepared Data ImportUp to 1000 rows
Custom Fields5

Salesforce Service Cloud Quick Start Package

Deliver an amazing customer experience with the world’s #1 customer service application

Salesforce Marketing Cloud Quick Start Package

The number one marketing platform for intelligent customer journeys

Discovery & Installation 
IP Warm up Support 
Business / Marketing Processes 
Data Discovery 
Email Studio Installation 
Users & Permissions 
Email Studio Configuration 
Contact form integration1
Email templates2
Email personalization 
List set upUp to 3
Sample email list 
Content Builder & Web Studio Set up 
Set up Data Extensions (Bringing Salesforce Data to SFMC)3
Data sync with cloud20 Fields
Preference Center (Default) 
Approval process set up 
Super User Training2 hours
Install and enable the Pardot connector 
Setup Domain, URL & Website tracking 
Subscription page set up1
Automation rules2
Email templates2
Landing page1
Forms or form handlers2
Engagement Studio Journey / Drip Campaign1
Preference Center 
Custom field mapping20
Salesforce Engage Setup 
Pardot TrainingUp to 2-hour webinar training

Salesforce Pardot Quick Start Package

The B2B Marketing automation solution