Home > Quick Starts > High Velocity Sales

If you have got a High Velocity Sales to quickstart up and running, We've got a plan. Read the below sections to understand more.

High Velocity Sales


Timeline: 4 weeks

Key Benefits
  • Build a single, comprehensive view of each consumer to power 1-to-1 journeys
  • Market smarter with AI: power predictive recommendations
  • Integrate every touchpoint and experience with brand across different channels
Team Introduction and Discovery

We’ll discuss your finalized goals for Salesforce, including a customization plan for your sales process.

Lead and Account Setup

We’ll configure and create fields on Leads, Accounts and Contacts — your customer base.

Customized Opportunity

We’ll set up Opportunity fields for precise sales tracking.

Sales Cadence

We’ll configure sales cadence with up to five steps for sales users to follow in high velocity sales.

Lightning Dialer

We’ll configure the Lightning Dialer to use click-to-call, direct dial, notepad, automatic call logging and voicemail drops as well as calling lists.

Salesforce Training

We’ll perform a custom one-hour webinar training session of your Salesforce application.

Ready to get started? We can help.

Contact Us