Our Salesforce Quickstart packages are built for organisations that want results without the wait. Whether you’re implementing Sales Cloud, Service Cloud, Nonprofit Success Pack (NPSP), or Nonprofit Cloud (NPC), we focus on the essentials that drive impact-so you can start using Salesforce effectively in days , not months.

Get Salesforce up and running faster.

Quickstarts are streamlined Salesforce implementations built to get you up and running quickly and with confidence. In just a few weeks, we focus on configuring the core features your team truly needs, setting up user roles, automations, and reporting, and ensuring your team is trained to use Salesforce productively from day one. There are no unnecessary add-ons or drawn-out timelines, just a focused, practical setup that gets your team moving and creates a strong foundation for future growth.

Understand how Salesforce Quickstart works.

A Quickstart is a focused implementation designed to help you begin your Salesforce journey with speed and confidence. Instead of trying to do everything at once, we set up the features you need most, following best practices and keeping future growth in mind. It’s the fastest way to go live with Salesforce while ensuring a strong foundation for later expansion.

Explore the benefits of a Salesforce Quickstart.

Quickstart packages are perfect for organisations that want quick results, predictable scope, and clear outcomes. With a fixed timeframe and well-defined deliverables, you’ll know exactly what you’re getting. We bring Salesforce expertise, proven playbooks, and industry know-how-so you don’t have to figure it out on your own.

Discover what is included in a Quickstart.

Every Quickstart package is designed to give your team a strong and practical starting point with Salesforce. It includes configuration of the most important features tailored to your organisation, along with ready-to-use reports and dashboards to help you track performance from day one. Your team also receives hands-on training for both admins and users, ensuring confident adoption, as well as clear documentation and recommendations to guide your next steps once you’re live.

Salesforce Service Cloud is a customer service and support platform that enables businesses to deliver personalised, efficient, and connected experiences. It provides tools like case management, omnichannel routing, AI-powered insights, a knowledge base, and automation to resolve issues faster. With Service Cloud, teams can enhance customer satisfaction, increase agent productivity, and provide seamless support across phone, chat, email, and digital channels.

We help your sales team move faster by setting up leads, opportunities, and accounts in a way that matches your sales cycle. Dashboards show you what’s in the pipeline, while email and calendar integration keep everything connected. At the end of the project, your sales team is trained to work smarter and sell more effectively.

Nonprofit Success Pack (NPSP)

For nonprofits, fundraising and donor management are critical. Our NPSP Quickstart configures the Household Account model, donation tracking, campaign management, and standard nonprofit dashboards. Your staff will learn how to manage donations, run fundraising campaigns, and report on impact-all from Salesforce.

Nonprofit Cloud (NPC)

For nonprofit organisations, Quickstart focuses on service requests and case intake. We configure workflows for application handling, document collection, and approvals, alongside role-based dashboards for stakeholders. With Salesforce NPC, your team can deliver services more efficiently and transparently.

Featured industry solutions

Follow a structured Quickstart implementation process.

Project Alignment Session

We begin with a collaborative project alignment call to understand your objectives, timelines, and key stakeholders. This is where we confirm requirements and plan the engagement so that every phase runs smoothly. By aligning early, we ensure your Salesforce journey is focused and efficient.

Solution Exploration

Next, we dive into discovery sessions using a pre-configured Salesforce environment tailored for your industry. Here, we explore your requirements in detail, walk through possible solutions, and clarify how Salesforce can support your goals. These sessions provide a clear roadmap and eliminate uncertainties before we begin configuration.

Data Readiness & Migration Prep

Data is at the heart of your CRM. During this phase, we help you prepare clean, structured data for migration. We provide easy-to-use templates and guidelines, so your team only needs to complete them. By starting early, we avoid delays and ensure your Salesforce org has reliable, accurate information from day one.

Configuration Walkthroughs

As we configure your Salesforce org, we conduct “show and tell” walkthroughs at regular intervals. These interactive sessions give you visibility into the platform’s progress, allow you to provide feedback, and ensure the configuration evolves in line with your needs.

End User Training

Once your Salesforce solution is set up, we conduct end user training sessions for your team. These sessions ensure every user understands how to navigate the system, perform their daily tasks, and take advantage of the new tools. Training is hands-on, practical, and customized for your team’s workflows.

User Acceptance Testing (UAT)

In parallel, we guide you through User Acceptance Testing. Here, your team validates the system against real-world scenarios to confirm everything works as expected. This step ensures your Salesforce implementation is reliable and aligned with your business processes before going live.

Post-Go Live Support

Our partnership doesn’t end at launch. After deployment, we provide dedicated support to help your team transition smoothly into full-time use. Whether it’s resolving issues, answering questions, or offering tips for optimization, we make sure you’re confident and comfortable with Salesforce.

Choose the right Salesforce Quickstart option.

Relevant Insights

Quickstart Solutions FAQs

What is a Salesforce Quickstart Implementation?

A Salesforce Quickstart is a focused, limited-scope project designed to implement core Salesforce functionality quickly. It’s a fast-track approach that delivers immediate business value while laying the groundwork for future growth and scalability.

Who can benefit from a Quickstart?

Quickstart packages are designed for organisations of all sizes that want a fast, reliable Salesforce setup without the time and cost of a full-scale implementation. Whether you are a small nonprofit just getting started or a large enterprise looking to launch a new Salesforce product quickly, a Quickstart gives you a structured path to go live faster and start seeing ROI sooner.

What does post-go-live support look like?

After your Salesforce org goes live, we provide dedicated support to ensure a smooth transition. This includes answering questions, resolving early issues, and helping your team build confidence in using the system effectively.

Do you offer customizations beyond the Quickstart?

Yes! While our Quickstart offering is scoped for speed and simplicity, we also provide full-scale Salesforce consulting and development services. If you need advanced integrations, custom objects, Apex development, or analytics dashboards, we can extend the project to fit your needs.

What makes Atlas Consulting different from other consultants?

Atlas Consulting focuses on delivering real business outcomes-not just technology implementations. We combine deep industry knowledge with Salesforce expertise to ensure your solution is practical, scalable, and aligned with your organisation’s goals.

Salesforce clouds we live in

Sales Cloud

Service Cloud

Marketing Cloud

Financial Services Cloud

Nonprofit Cloud

Salesforce Platform

Our Salesforce services

Advisory Services

Salesforce Implementation

Salesforce Re-implementation

Salesforce Custom Development

Salesforce Support

Salesforce Integration

The industries we serve

Nonprofit Organisations

Wealth Management

Sales Agency

Allied Healthcare

Membership Organisations

Business Services

Featured industry solutions

Payments for Salesforce

Quickstart Solutions

Nonprofit Solutions

Associations and Membership Management

Allied Health CRM

Order to Cash with Xero & Salesforce

Featured industry solutions

Follow a structured Quickstart implementation process.

Choose the right Salesforce Quickstart option.

Relevant Insights

Top 5 Benefits of Salesforce Quickstart

The Power of Quickstart – How Fast Implementation Transforms Your Business

Salesforce Quickstart for Nonprofits – Fueling Impact, Faster

Quickstart Solutions FAQs