QuickStart is CrossPeak Solutions' guided implementation platform. Your team answers one smart, step-by-step wizard, uploads your data, and our delivery team turns it into a polished, professionally configured Salesforce org in two business days. No months of consulting. No scope creep. No surprises.
The production app at quickstart.crosspeaksolutions.com sits behind authentication to protect client implementation data - here is the front door.
Most small sales teams get stuck between two bad options: a six-figure consulting engagement that drags on for months, or a do-it-yourself setup that ships barebones and never gets adopted. QuickStart replaces weeks of email back-and-forth, questionnaires, and rework with a single coherent experience that captures everything our delivery team needs to execute flawlessly, the first time.
The wizard front-loads every decision: lead sources, sales stages, roles, dashboards, branding. By the time you click Submit, the build phase is pure execution, which is how a two-day turnaround becomes a guarantee instead of a gimmick.
A built-in pricing engine shows your total before you submit. Base package covers 15 users and 10 custom fields, with clearly priced add-ons for anything extra. No quote surprises, ever.
Automated validation scores your data before it ever reaches an implementation engineer. Clean data goes straight to build; problems are flagged instantly with a clear path to fix them.
QuickStart walks your team through twelve focused steps, each with contextual help explaining why we ask and what good looks like. Progress auto-saves after every step, so you can fill it out on a laptop at your desk or a phone between meetings.
Company details, industry, branding: logo, colors, and the name of your custom Lightning App.
Lead sources and statuses, account types, opportunity stages with probabilities, roles, and field-level security.
Five guided CSV uploads (accounts, contacts, leads, opportunities, users) validated automatically for format, duplicates, and broken relationships.
See your full configuration and final price, acknowledge the SOW, and submit. Our delivery team is notified the instant you do.
QuickStart looks like a friendly form. Behind it is an orchestration engine purpose-built to make implementations repeatable, fast, and error-free.
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Every QuickStart implementation ships with the touches most small deployments never get: a branded Lightning App, an executive dashboard, Sales Path stage guidance, Kanban pipeline views, record highlights, and a utility bar with quick actions. Plus team training and two weeks of post-launch support, included.
Role-specific, leadership-ready reporting built to your spec, live on day one.
Your logo, your colors, your tab order. Salesforce that feels like your company's system, not a template.
Live team training plus two weeks of post-launch support included, with affordable ongoing support tiers when you want a longer-term partner.
QuickStart is built the way we build everything: a type-safe, modern stack chosen for speed, reliability, and maintainability.
QuickStart was built for Salesforce onboarding, but the pattern is universal: a guided intake wizard, automated validation, transparent pricing, and instant team handoff. Imagine the same engine onboarding your clients, scoping your projects, or collecting your compliance documents.
QuickStart is one example of what CrossPeak Solutions builds. Whether you want QuickStart itself for your Salesforce rollout, a customized version of this platform for your own onboarding process, or a completely custom application designed around your business, we handle it end to end. CrossPeak Solutions will completely build, deploy, and maintain any custom solution we create for you, so your team gets the upside without the overhead.