Quick Sales: StreamForce's Sales Process Accelerator

Setting up Sales Cloud can be a complex and time-consuming process. Defining your sales process requires significant time and resources, and once defined, configuring the system can be both expensive and challenging. Custom configurations often lead to system performance issues, increasing costs and delaying implementation. Additionally, ensuring that your configuration can accommodate future growth is another significant challenge.

To address these challenges, StreamForce developed Quick Sales, a Sales Process Accelerator. This innovative solution employs an outcome-based model and integrates best practices to create a standardized lead-to-opportunity lifecycle for new, renewal, and up-sell/cross-sell businesses. Quick Sales ensures that your company can configure Sales Cloud swiftly and efficiently, while its standardized sales process is versatile enough to be utilized by any company for any product, thereby mitigating future growth challenges.

Quick Sales leverages our extensive experience with private equity firms, their portfolio companies, and independent organizations across various industries and market segments. This solution has been successfully deployed to several of our customers, enabling them to quickly implement Sales Cloud with additional extensions.

By using Quick Sales, your organization can streamline the setup process, reduce costs, and ensure a scalable solution that supports future growth.

The Quick Sales accelerator included the following features.

  • Best Practices enabled Opportunity stages and Sales Process
  • Predefined Page Layouts, List Views
  • Lead Life cycle Process
  • Lead, Account & Contact Management
  • Standardized & Extendable Sales Process & Stages
  • Supports New, Renewals and Cross-Sell/ Up-Sell
  • Customizable Quoting Process
  • Products, Pricebook & Flat Discount model
  • Lightweight CPQ framework for Contracts, Renewals & Amendment
  • Reports and Dashboards for different personas
  • Duplication, Security Settings, Forecasting
  • Standardized Activity tracking & Email Notifications

Extension options:

  • Org Assessment and Cleanup
  • Data Cleanup & Migration
  • Territory Management
  • 3rd Party Integrations
  • CPQ
  • Order Management
Quick Sales Stages

Given the numerous daily tasks, tickets, and meetings already vying for your operations team’s attention, introducing a new large-scale project or strategic playbook could impede the achievement of vital tactical objectives. To alleviate this stress and ensure seamless implementation, StreamForce Solutions offers standard Sales Cloud Deployment accelerators that can be leveraged to ease your team’s workload.