Free Quickstart

Highly skilled experts help you and your team get up and climbing fast.

By Jason Booher — Founder, Solution Architect

We Summit Mountains: Free Quickstart

Expert help to point your first steps in Salesforce in the right direction.

Why do we offer a free quickstart?

The first steps at adopting any new platform are crucial to long term success. We Summit Mountains wants to form long term relationships with clients to help them grow on the Salesforce platform.

We Summit Mountains would like to be there to help make the beginning of that journey fast and smooth. We will meet with you and your team to three free 1 hour calls, to provide training, light configuration, small data migrations from other platforms, and Salesforce 101 training.



What are the end goals?

  1. Quickly training you and your team on how to use Salesforce, and configuration to make sure that it meets your initial needs.
  2. A deeper understanding of how powerful the platform is, and what it can do for you and your team.
  3. Discussion on longer term vision, integrations, and how to keep getting the most of your investment into the Salesforce platform.

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. Let's have an initial 30 minute discussion call with your Salesforce AE. We want to make sure that we understand what is needed for the success of the free quickstart.
  2. We scheduled the first call, and get started.
  3. It is that easy.