Service

Cloudtopia Quickstart

Get your business up and running with Salesforce in as little as four weeks, with an implementation built around how your team actually works.

From initial setup and configuration to data, reporting and training, Cloudtopia Quickstart gives growing businesses a practical route into Salesforce without making implementation more complicated than it needs to be.

Start Salesforce the right way

Getting Salesforce licences is the easy part. The real value comes from configuring the platform around your business, your processes and the people who will actually use it.

Cloudtopia Quickstart takes you through the key stages of a Salesforce implementation, from understanding what you need through to configuration, data and training.

The result is a Salesforce setup that’s ready for your team to use, without unnecessary complexity or functionality you don’t need.

What can your Quickstart include?

We focus on the foundations your business needs to start using Salesforce effectively, with the exact scope shaped around your requirements.

1. Discovery & Design

Understand your processes, users and requirements before configuring Salesforce around the way your business works.

2. Salesforce Setup

Configure the core Salesforce environment, including users, permissions, objects and the foundations your team needs.

3. Data & Migration

Bring important customer and sales data into Salesforce so your team can start with the information they need.

4. Reports & Dashboards

Create useful reporting that gives your team clearer visibility from the moment Salesforce goes live.

5. Integrations & Automation

Connect key tools and introduce appropriate automation where your implementation requires it.

6. Training & Adoption

Give users and administrators the guidance they need to confidently start working with Salesforce.

Built for what you need now

A good Salesforce implementation doesn’t need to include every feature Salesforce offers.

We’ll understand what your business actually needs, configure the right foundations and help your team start using Salesforce confidently.

That gives you a system that works for where your business is today, while leaving you with a solid foundation to develop as your requirements grow.

Setup within 4 weeks

How Quickstart works

Understand your business

We'll learn how your team works, what you want Salesforce to achieve and what needs to be included in your implementation.

Configure your Salesforce

We'll build and configure the agreed solution, bringing together the setup, processes, data and reporting your team needs.

Get your team up and running

We'll prepare you for launch, provide the relevant training and help your team confidently start working with Salesforce.

  • Focused Salesforce Implementation
  • Practical Configuration
  • Training & Adoption

Choose the right level of Quickstart

Great for Growing Teams

Bronze 3 weeks

For businesses that need the core Salesforce foundations configured and ready for their team.

Whats Included:

  • Discovery & solution design
  • Core Salesforce setup
  • Standard object configuration
  • Reports & dashboards
  • End-user training
  • Custom objects
  • Data migration support
  • Email integration & admin training
  • Advanced automation & AppExchange
  • Follow-up support & managed service

The complete Quickstart

Gold 6 weeks

For businesses with broader automation, integration and training requirements.

Whats Included:

  • Discovery & solution design
  • Core Salesforce setup
  • Standard object configuration
  • Reports & dashboards
  • End-user training
  • Custom objects
  • Data migration support
  • Email integration & admin training
  • Advanced automation & AppExchange
  • Follow-up support & managed service

Ready to get started with Salesforce?

Tell us where you are in your Salesforce journey and what you’re looking to achieve. We’ll help you understand the right Quickstart approach for your business.

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    Testimonials

    Don’t Just Take Our Word for It

    Here’s what our clients have to say.

    Cloudtopia really took the time to understand our business then delivered a solution and training which matched our business, our procedures and our needs perfectly.
    James Read

    James Read

    Managing Director, Giant Peach

    "I was really impressed by the detail and thought that came from Cloudtopia. They cared about the end result and the system that we would be using. The time between coming to site to explore our needs and requirements, building the system and implementing was quick. It’s been a positive experience and the system seems extremely straightforward to use and very user-friendly."
    Rebecca Holland

    Rebecca Holland

    Marketing Director, Leaf Expression Systems

    "Cloudtopia really took the time to understand our business then delivered a solution and training which matched our business, our procedures and our needs perfectly."
    Ricky Davies

    Ricky Davies

    Managing Director, Sub Zero & Work

    "Adam at Cloudtopia is an outstanding professional, very knowledgeable and solutions oriented. Our project was complex and we had very specific requirements. Adam managed to transform Salesforce into a tool for crm, stock controls and accounting. Very happy and pleased to highly recommend him!"
    Vanessa Dekou

    Vanessa Dekou

    Managing Director

    Trusted by hundreds of businesses across the UK