Aimed at helping budget-conscious organizations get up and running quickly on Salesforce CRM, QuickStart implementations are performed by experienced consulting partners who are familiar with the specific needs of nonprofit organizations.
Dramatic improvements in a short period of time
A road map to help your organization meet your management needs
Knowledge transfer and best practices so that you can further optimize features on your own
Faster Implementations, Proven Results
With a predefined scope of work, the QuickStart service helps organizations maximize their Salesforce potential in a short 40 hour consulting engagement. Additionally, all the work can be done remotely, thus eliminating costly travel expenses.
The Salesforce.org currently recommends four partners for a QuickStart implementation. Please review their websites and contact them directly if you are interested in more information. They include (in alphabetical order):
Requirements gathering, summary, and project management
Application customization including user setup, workflow processes, communication templates, custom reports
Data importing from predefined Excel spreadsheet
Due to the short amount of time for a QuickStart implementation, some consulting activities must be excluded from the QuickStart and would have to be ordered under a separate Statement of Work. Those services include, but are not limited to, the following:
Installation of AppExchange packages
Integration with other systems including payment-processing integration
Data export/extraction or cleansing of data
The Nonprofit Quickstart Implementation Program Partners provide basic, established-scope implementations starting at just $5,000.
Customer must have a designated Salesforce System Administrator to serve as the client’s project manager for the duration of the Nonprofit QuickStart implementation. This resource should also be the designated System Administrator responsible for ongoing Salesforce management. Customer is responsible for providing the following documents to the partner prior to scheduling project kick-off: