Quick Start

Get up and running on Salesforce in 30 days

While every company is unique, every Salesforce implementation shares common elements. That’s why Apprivo developed Quick Start service offerings.

These fixed-price implementations leverage Apprivo best practices, allowing you to benefit from our real-world lessons learned and enabling us to get Salesforce up and running in 30 days.

Each Quick Start follows our proven implementation methodology:

Phase 1: Business Process Review

Apprivo will conduct a business process review (BPR) session with your designated business stakeholders. Market dynamics and the intended strategic value of your Salesforce implementation are discussed and current and future business processes are reviewed. The outcome of this phase is a formal agreement of requirements and priorities.

Phase 2: Design

Apprivo will then document the BPR findings and recommend a set of best practices to meet your unique business requirements. The outcome of this phase is the solution design workbook, a design document that captures the page layouts, required fields, custom fields, pick-list values, and profiles required for your Salesforce implementation.

Phase 3: Configuration

Using the approved solution design workbook, Apprivo will configure the implementation. During this phase, Apprivo will perform two to three review sessions to verify that the configuration approach is following the approved design.

Phase 4: Testing & Customer Handoff

Apprivo will perform end-to-end tests from each user constituent perspective. Apprivo will also conduct one internal training session with your business users, and one technical handoff with your Salesforce administrator.

To learn more, download the Quick Start data sheet or contact Apprivo now.

Quick Start for Salesforce CRM

Quick Start for Salesforce PRM

Quick Start for Salesforce Service and Support