Salesforce Core Implementation with Sales & Marketing QuickStart


Price $4,000

Completion Timeline: Approximately 2 Weeks

Expertly designed to transform your business operations within two weeks. Leverage lead scoring, customized page layouts, softphone integrations, and email drip campaigns to maximize sales efficiency. Empower your team with training, forecast optimization, and tailored homepages built on the modern Salesforce Lightning platform.

Why Choose Us?

  • 2-week sprint for rapid results with minimal disruption.

  • Built on the latest Salesforce Lightning Experience for modern operations.

  • Tailored solutions to align with your unique sales process.

Contact Us:
Call (916) 510-0537 or email
sales@trinity-crm.com for more information.

What’s Included:

LEAD SCORING & ACCOUNT TIERING

Focus on high-value leads and accounts to maximize sales potential.

BALANCED LEAD DISTRIBUTION & CUSTOMIZED PAGE LAYOUTS

Automate lead assignment for efficient sales team workflows.

SOFTPHONE INTEGRATION & EINSTEIN CONVERSATION/INBOX SETUP

**Softphone Integration based on your current provider. If you're not currently utilizing a softphone, we will help you identify the best solution and integrate it.

Streamline communication and track engagement effectively.

4-STAGE EMAIL DRIP CAMPAIGN SETUP

Drive conversions with tailored, automated lead nurturing campaigns.

SALES ENGAGEMENT SETUP & FORECAST OPTIMIZATION

Improve forecast accuracy and gain actionable insights.

CUSTOM LIGHTING APP WITH CONSOLE NAVIGATION

Experience smooth navigation with modern UI and tools.

SALES & EXECUTIVE HOME PAGES

Get dashboards tailored for decision-making and team performance.

SALESFORCE SALES STRATEGY & TRAINING

Equip your team with expert guidance and training for long-term success.