Tiếng Việt
日本語A lot of SMBs want to try Salesforce but hold off because they’ve heard CRM rollouts usually take months, need a dedicated project team, and carry real risk of stalling out halfway through. To address that exact concern, Sonix built the 30-Day Salesforce Quick Start package: a clearly defined scope on a fixed timeline, so you can go live fast without betting on an open-ended project.
Table of contents
Process
The 4-week timeline, step by step
Week 1: Discovery & Design
Understand your current sales process, and identify the fields and pipeline stages you actually need. The output is a lean design focused on core needs, instead of trying to cram in every possible feature from day one.
Week 2: Configuration & Import
Configure Sales Cloud based on the agreed design, import your existing customer and lead data into the new system, and clean up any obvious duplicates during the import.
Week 3: Training & Pilot
Run a 4-hour live training session for the sales team, then pilot the system with real data in a live setting before the official go-live, to catch anything that needs adjusting early.
Week 4: Go-Live & Handover
Officially go live across the full team, hand over usage documentation, and start a 30-day post-go-live support window to work through whatever comes up in the first weeks of real use.
Package scope
What the 30-Day Salesforce Quick Start package includes
To keep the 30-day commitment realistic, the scope is defined clearly upfront, similar to how Salesforce Trailhead recommends setting milestones for a Sales Cloud project: adding users, configuration, data import, and training as the four core milestones before go-live.
| Item | Scope |
|---|---|
| Platform | Sales Cloud, up to 10 users |
| Data import | Up to 5,000 records (leads, contacts, accounts) |
| Training | 4 hours of live training for the sales team |
| Post-go-live support | 30 days from official go-live |
The design principle behind this package: start minimal with exactly what the sales team needs to run day to day, instead of trying to build a fully-featured system in week one. After 30 days of real use, expanding further is based on needs that actually show up, not upfront guesswork.
Is it a fit?
Who this is (and isn’t) a fit for
It’s a fit if your sales team is under 10 people, your sales process isn’t overly complex yet (no multi-step approvals or deep integrations needed right away), and you want a system running for real this month, rather than a rollout plan with no clear end date.
It’s not a fit yet if your company needs complex integrations with multiple other systems from the start, has multi-level approval processes, or already has a sales team over 10 people. For those cases, a custom-scoped implementation project, not boxed into 30 days, makes more sense, and Sonix can still advise on that path.
Investment
Cost
The Quick Start package runs $3,000 to $5,000, depending on how complex your current sales process is and how many records need importing. This doesn’t include Salesforce’s monthly license fee, which is billed separately based on the tier you sign up for. The final cost gets locked in the proposal after your first conversation, with nothing added beyond the agreed scope.
Salesforce
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Sonix Vietnam
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