Welcome
Congratulations on choosing Salesforce.
Congratulations on choosing Salesforce. Here’s how CrossPeak Quick Start takes you from purchase to a system your team actually uses, in five simple steps.
CrossPeak Salesforce Quick Start
Salesforce.Live in 48 hours.
A guided setup that takes you from purchase to a system your team actually uses — built by certified experts in as little as 24–48 hours.
800+Salesforce projects delivered
30+Certified Salesforce experts
9.83/10Customer satisfaction
Most Salesforce projects start with months of meetings. Quick Start starts with a conversation — and ends with your team selling in Salesforce.
The Quick Start wizard
Eleven guided steps.
One climb.
Everything we need for your build is captured in one place, one step at a time. No email chains. No guesswork.
- Info
- Branding
- Leads
- Accounts
- Contacts
- Opps
- Team
- Users
- Data
- Reports
- Review
How it works
From purchase to adoption.
Five simple steps.
About two minutes. Captions shown below each step.
Step 01
Kickoff
Meet your CrossPeak team
It starts with a kickoff session. We meet your team, welcome you to Salesforce, walk through what it can do for your business, and give you some introductory training. We’ll also introduce the Quick Start dashboard, the tool that guides you through onboarding.
Step 02
Discovery
In the Quick Start dashboard
Next is discovery. In the Quick Start dashboard, you tell us about your business: your branding, your team, how you track leads and deals, and any data you’d like to bring over. Everything we need for your build lives in one place.
Step 03
Build
As little as 24 hours · up to about a week
Then we build. Depending on how much customization you’d like, your Salesforce environment is ready in as little as twenty-four hours, or up to about a week.
Step 04
Onboarding
Hands-on training
Once it’s built, we onboard your team with hands-on training, so everyone is comfortable and using the new system from day one.
Step 05
Ongoing support
After launch
And we don’t disappear after launch. CrossPeak stays with you for ongoing maintenance and support, so as your business grows, Salesforce grows with it.
Ready when you are
That’s Quick Start.
That’s Quick Start. When you’re ready, your CrossPeak team will send you a private link to begin.
Meet Summit
Your guide
up the mountain.
Summit interviews you about your goals, your industry and what drives your business — then keeps a Notebook of everything it learns, so nothing gets lost and nobody asks twice.
SummitYour Quick Start guide
Scripted preview for illustration — not live AI. Your real conversation adapts to your business.
Just talk with Summit
Use your voice or type in chat. Voice-to-text means you can answer the way you’d explain it to a colleague.
A Notebook that grows
Objectives, drivers, systems, pain points, team, timeline and requirements — captured as you go.
Knows your tools
Recognizes 58 common business apps by name and logo, and looks up the ones it doesn’t know.
A person is one tap away
Say “talk to a person” and live CrossPeak support takes over. Our team sees your progress and steps in if you get stuck.
Connect Salesforce · Beta
Already on Salesforce?
Summit reads the room.
Sign in through your browser and, within moments, Summit delivers a briefing on your org — what’s working, what needs attention, and where CrossPeak can help. Then it adds 25–50 notes to your Notebook.
BetaRead-only
Sample briefing
Press “Run sample review” to see what a briefing looks like.
Working What’s working
Your sales team logs in regularly and opportunities move through clear stages.
Attention Needs attention
Older Workflow Rules and Process Builder automation overlap, and a few validation rules slow down data entry.
Security Security
Health Check flags password and session settings worth tightening, plus inactive users still holding licenses.
Help Where CrossPeak can help
Consolidate automation into Flows, reclaim unused licenses, and clean up duplicate accounts.
Illustrative example only. Your briefing is generated from your own org.
Read-only reviewSummit looks. It never changes anything in your org.
Purged after 7 daysAuthorizations are deleted after 7 days of inactivity.
Health, security, automation, dataUsers, licenses, failed logins, Apex coverage, packages, reports and more.
Data-quality gate
Messy data stops
at the gate.
Every upload is scored before it reaches an engineer. Duplicates, blanks and bad formats are caught early, so your new org starts clean.
| Name | Phone | Account | Check |
|---|
Sample data
–Not scored
Eight sample rows, ready to check.
90%+Automated data-quality gate before anything is imported
4 templatesCSV templates for Leads, Accounts, Contacts and Opportunities
5,000Records included in your migration
Everything included
A complete sales org.
Ready on day one.
One package for 5–15 sales users with a standard B2B sales process. Here’s what’s inside.
15Users, set up and secured (up to)
8Standard reports
6Executive dashboard components
3Automation flows (up to)
5,000Records brought over (up to)
2Recorded training sessions
2 wksPost-launch support
$1,500Flat. One price.
Core objects
The four objects every sales team runs on.
LeadsAccountsContactsOpportunities
Up to 10 custom fields, customized picklists, lead conversion mapping and duplicate rules.
Users & security
Up to 15 users, set up right.
- 3 profiles: System Admin, Sales Manager, Sales Rep
- 5-level role hierarchy
- MFA enforced
- Field-level security
Sales experience
A pipeline your reps will actually use.
- Up to 8 opportunity stages with win probabilities and forecast categories
- Sales Path with coaching text
- Kanban views, list views and record highlights
- Compact layouts, quick actions and a utility bar
- Role-based home pages and contact roles
Executive dashboard · 6 components
See the whole business at a glance.
Pipeline by Stage
Revenue Closed
Lead Conversion Rate
Open Deals by Owner
Activity by Rep
Forecast vs Target
Plus 8 standard reports, ready to run: Leads by Status & Owner, Leads by Source, Accounts by Industry & Revenue, Account Ownership, Current Pipeline by Stage, Closed/Won Performance, Activity Summary by Rep, and Pipeline Forecast by Close Date.
Automation
Up to 3 flows.
1Lead assignment
2Welcome / notification alert
3One more, chosen with you
Branding
It looks like your company.
- Your logo on login and the app header
- Brand color theme
- Custom login page
- Branded Lightning app
Training & support
Your team, confident from day one.
- 2 recorded training sessions: admin and end user
- Hands-on onboarding
- 2 weeks of post-launch support
Mobile
Your pipeline,
Your pipeline,
in your pocket.
We set up the Salesforce mobile app so your reps can update deals from anywhere.
Security & trust
Secure by default.
Not as an add-on.
MFA enforcedMulti-factor authentication is on for every user from the start.
Profiles, roles and field-level securityThree profiles, a five-level role hierarchy and field-level security, so people see what they should.
Invite links, not passwordsOne private link per client, shareable with teammates who work on the same answers.
Read-only org reviewConnect Salesforce only reads. Authorizations are purged after 7 days of inactivity.
Our own org stays walled offCrossPeak’s own production org can never be connected to a client workspace.
The film
See Quick Start
in 80 seconds.
The film is on its way. In the meantime, scroll up and press Play the narrated walkthrough.
Captions available. Narrated walkthrough of the five Quick Start steps.
Pricing
One package.
One price.
Salesforce Quick Start
$1,500flat
For teams of 5–15 sales users with a standard B2B sales process. Ready in as little as 24–48 hours for the standard package.
What’s included
- Leads, Accounts, Contacts, Opportunities
- Up to 15 users, 3 profiles
- 5-level role hierarchy, MFA, field-level security
- Up to 10 custom fields and picklists
- Up to 8 opportunity stages with forecasting
- Sales Path, Kanban, list views, home pages
- Duplicate rules and lead conversion mapping
- 8 standard reports
- Executive dashboard, 6 components
- Up to 3 automation flows
- Your branding on login and app
- Up to 5,000 records migrated
- 2 recorded training sessions
- Mobile app setup
- 2 weeks of post-launch support
- Summit, your AI guide, throughout
Not included in the package: custom objects, CPQ, Service Cloud, Experience Cloud, Marketing Cloud, Field Service, and email & calendar integration. Need one of these? Tell us and we’ll scope it separately.
Start your climb
Your team.
Selling in Salesforce.
Book your Quick Start and your CrossPeak team will send you a private link to begin.