CRM Sales, Service & Analytics Success --->>

     Call 24 Hours: 1.888.222.5847

QuickStart Package   arrow

QuickStart Package


QuickStart engagements – Our “EIS QuickStart” implementation methodology is a fixed-fee/fixed-scope service engagement offering that enables our customers to quickly implement to improve their sales and marketing business processes. This efficient and effective implementation approach utilizes’s inherent best practices, and Excalibur Information Solution’s unique business and technical implementation expertise to rapidly deliver significant benefit within a predictable budget and time frame. The Quickstart package is designed for small and medium-size business customers, as well as pilot implementations with fewer than 20 users.

Benefits of a QuickStart implementation by Excalibur Information Solutions:

  • A proven project methodology delivered by business process and solution experts.
  • Significant functional improvements in a short period of time.
  • Knowledge transfer and training for excellent user adoption results.
  • Fixed price engagement with a clearly defined scope and set of deliverables.
  • Guidance and expertise on how to best leverage and avoid costly mistakes.
  • Establishment of a scalable platform as your CRM baseline.


  • Time: Approximately 4 – 5 days
  • QuickStart Methodology:
  1. Phase 1: Planning
  2. Phase 2: Solution Design
  3. Phase 3: Configuration
  4. Phase 4: Validation
  5. Phase 5: Knowledge Transfer

What’s included:

Discovery Session (4 Hours)

Using a structured agenda, our consultants will facilitate a requirements gathering session to understand how your business approach to marketing and selling. We’ll uncover the information that should be tracked in as well as how your team interacts with customers and prospective clients. Lastly we’ll capture requirements around how you want to measure your business so that is able to track your success through reports and dashboards. Configuration (16 Hours)

Once we’ve learned your vision, our consultants will then configure to support your selling methodology while making it quick and easy for your users to enter and update records. We’ll make sure that is optimized to provide your users with the best experience possible. Our goal is to reduce frustration, make their job easier and provide you a solid return on your CRM investment.

A QuickStart implementation includes configuration of the following CRM components:

  • Home Tab
  • Leads
  • Accounts & Contacts
  • Opportunities
  • Activities (Tasks, Events and Email)
  • Analytics (10 custom reports and 2 dashboards)

Configuration Review Meeting (2 Hours)

At this milestone meeting we will present the configuration for your review and feedback. At this stage we’ll have 90% configured, but final changes can still be incorporated as needed. We’ll demonstrate how your team will work in the Sales Cloud – managing information and tracking interactions with your customers.

Creation of Reports and Dashboards (2 Hours)

As a business manager, visibility to your company’s data is critical. You need to know the health of your sales pipeline, progress towards quotas and individual sales representative contributions in real time – not when it’s too late. Once the configuration has been completed, we’ll configure two dashboards comprised of 10 custom reports.

Creation of Training Materials (2 Hours)

Excalibur will build a training presentation in MS PowerPoint that reflects your business processes using screenshots from your configured instance. Presentations will be archived inside your organization for you to keep as a reference and use to train new employees.

Delivery of End User Training (4 Hours)

We’ll cover key concepts – how manages data, and best practices on quickly finding, creating and updating records. We’ll show your end users how to effectively use so that they are more productive and successful. Participants will have hands-on exercises to reinforce business processes and drive adoption.

Get your sales and management team up and running quickly while avoiding common CRM implementation mistakes.

The following components are not included in a QuickStart implementation:

  • Web to Lead and Assignment Rules
  • Quotes, Products and Forecasting
  • Outlook Integration
  • Data Migration
  • Mobile Applications