Free Quickstart

Getting Clients On The Wall Fast

By Jason Booher — Founder, Solution Architect

We Summit Mountains: Free Quickstart

Increase Your Client's Adoption Success

Why do we offer a free quickstart?

A good implementation of the Salesforce Platform increases client confidence, and the probability that they will want to invest more into their software. Most clients who try to self implement run into challenges which can be easily be overcome with key training and expertise. We Summit Mountains would like to be there to stack the odds. We will meet with your clients for up to three free calls, to provide essential support and guidance during their initial Salesforce journey.


What are the end goals?

  1. A happy client who has been successfully adopted onto the Salesforce Platform.
  2. Excitement about expanding their Salesforce Org into more of their company.
  3. Knowledge about other Salesforce products, and the value those products could bring.

What Are Common Quickstart Usecases?

The small mountains the free quickstart is built to help your clients climb.

Salesforce 101 Training

We deliver a fast paced, well practiced introduction to Salesforce, covering key features and navigation tips to get your clients started. This can be both for end users, and accidental admins.

Light Data Migrations

Almost every client already has data that they will need to get into Salesforce. If they do not have to manually enter it, it decreases the difficulty of adoption. Let's get them using Salesforce.

Small Customizations

We want your clients to understand how much Salesforce can do. We will cover how easy it is to create reports, dashboards, flows, digital experiences, objects, and more. Let's get them excited that it could handle much more of their business than they first imagined.

Email and Calendar Sync

Using the tools native to your Salesforce Org we will get your clients connected to your email and calendar system and have them sync directly into your Salesforce Org. Let's make it a crucial tool for their day to day.

Initial Security Setup

Let's talk with your clients about how the security they have at their fingertips, and point out how much more secure their data is in Salesforce than in other software they might use in other parts of the company.

Plan Out Your Journey

Purchasing the Salesforce Platform should be the first step of a long journey. Client's don't purchase the best platform to just turn it on. Let's talk with them about AI Tools, Marketing, Integrations, Industry Clouds, and other features that will make their Orgs the most valuable non-human asset in the company.

How To Get Started

  1. If you have a client that wants to get on the salesforce platform, but it does not sound like they need a lot of requirements which would require a large scale engagement, let's talk about their needs and strategize.
  2. From there, I would like to meet the client's team, and discuss how the process works with them, and get them prepared for the quickstart program.
  3. Depending on the client's specific needs I will give them a plan for the quickstart and what things we will need to accomplish to get the most value out of the quickstart.
  4. If you need to send a client more information on the service, this link provides a client facing writeup of our Free Quickstart service. We Summit Mountains: Free Quickstart