A Krystal Solutions Salesforce Quickstart Implementation package is the fastest way to get your company up and running with your new Salesforce system. Our packages are designed to cater to different degrees of Salesforce customizations and Salesforce Editions (Sales Cloud or Service Cloud).
Requirements Gathering & Schema Design
Custom Fields* (Up to 20 per Org)
Page Layouts* (1 Per Object)
2 Custom Reports
1 Custom Dashboard (Containing Up to 6 Components)
User Training (2 Hours)
All the Features of Our Amethyst Package
Custom Fields** (Up to 40 per Org)
Page Layouts** (1 Per Object)
3 Custom Reports
2 Custom Dashboards (Containing Up to 6 Components Each)
Custom List Views (Up to 4)
Validation Rules (Up to 4)
Basic Sharing Rules & Security Settings
All the Features of Our Sapphire Package
Custom Fields*** (Up to 60 per Org)
Page Layouts*** (1 Per Object)
4 Custom Reports
3 Custom Dashboards (Containing Up to 6 Components Each)
Custom List Views (Up to 6)
Validation Rules (Up to 6)
Automated Processes (Up to 3)
Email Alerts / Templates (Up to 3)
All the Features of Our Emerald Package
Custom Fields**** (Up to 100 per Org)
Page Layouts**** (1 Per Object)
5 Custom Reports
4 Custom Dashboards (Containing Up to 6 Components Each)
Frequently Asked Questions About a Salesforce Quickstart Implementation
What are custom objects and fields?
Custom objects are custom database tables that allow you to store information unique to your organization within Salesforce. Custom fields can store various kinds of information (e.g. a phone number) on an individual record of any standard or custom object. If the object is the table, the fields would be the columns and the records would be the rows.
What are list views?
List Views allow you to quickly view or edit multiple records (e.g. Leads) that are relevant to you so you can better manage your workflow. Custom List Views can be created that filter records based on certain criteria (e.g. Lead Status, Opportunity Stage).
What are validation rules?
A Validation Rules is a set of criteria that verifies that the data a user has entered in a record meets the standards you specify before the user can save the record. For example, a Validation Rule can prevent users from entering a date outside of a specified range or require that certain fields are populated in a particular order.
What is an automated process?
An Automated Process is a set of criteria that triggers a desired action in order to reduce clicks for your users. Automated Processes can be setup using individual Workflow Rules or via the new Process Builder, which allows multiple sets of criteria to be evaluated and trigger a combination of outcomes. Automated Processes can be used to automatically update field values, create records, send email alerts, or assign tasks—among other things.
What is a role hierarchy and how is it used?
A Role Hierarchy is an organizational chart that defines your company's departmental structure. It is comprised of Roles (e.g. CEO, VP Sales, Marketing Manager) that report to one another. Users can only be assigned to a single Role, which can grant them access to records owned by other users below them in the Role Hierarchy (if the default sharing settings are restricted for certain objects). The Role Hierarchy is also used as the basis for the Forecast Hierarchy, which is used to rollup forecast numbers within the Collaborative Forecasts feature of Sales Cloud.
I'm not sure how much customization I will need – how do I know which salesforce Quickstart implementation package is right for me?
The package comparisons above are for informational purposes and serve to illustrate the included features and levels of customization you get with each tiered, fixed-cost package. During your Free Initial 30-Minute Consultation, we will get a better sense of your goals and unique business processes to help you carefully select the right Quickstart package to save you the most money long term. If during the Requirements Gathering or Implementation phases it becomes apparent that you need additional customizations or training required beyond what is included in your selected package, they will be estimated and billed at our standard rate of $125 per hour. In some cases, it may be more cost-effective to upgrade to a larger package, so we will present you with every practical option along the way.
Our Salesforce Quickstart Implementation packages are billed as fixed-cost projects and are typically completed within 1-2 weeks. Any additional customizations or training required beyond what is included in each package will be billed at our standard rate of $150 per hour. Our competitive rates provide access to a team of Certified Salesforce Consultants specializing in different areas. All Salesforce Consulting Services clients receive a Free Initial 30-Minute Consultation to evaluate the scope of work and help you select the right services, after which we will provide a formal proposal with estimates before we move forward.