AI-Powered Onboarding for Salesforce®

Jumpstart Agent™ is the fastest and easiest way to get up and running with Salesforce®. You’ll get a custom tailored CRM out-of-the-box with professional user training in less than a week.

Join the Agentic Onboarding revolution

What is Jumpstart Agent™?

Jumpstart Agent™ is a first-of-its-kind agentic onboarding experience for Salesforce®. We take away the worries of implementation and user adoption, putting you at ease every step of the way.

FAST

Start using Salesforce® in days, not months

COST-EFFECTIVE

Save significantly compared to traditional implementation methods

EASY

Navigate through a simple guided setup process

ALIGNED

Receive a Salesforce® solution that fits your unique business needs

Salesforce® configured perfectly for you

Get started like a pro. Jumpstart Agent™ allows you to leverage industry-leading strategies and best practices, so your business gets exactly what you need for a perfect start on Salesforce®.

Manufacturing & Distribution

Construction & Trades

Retail & Consumer Goods

Professional Services

Software & Tech

Home & Commercial Services

Health & Life Sciences

Media & Entertainment

How does Jumpstart Agent™ work?

Jumpstart Agent™ is the smartest way to get started on Salesforce®. Our patent pending technology, partnered with our experienced onboarding specialists, delivers a customized CRM at a speed and quality not possible with any competing CRM.

1

Live 30 minute Kick-Off with your onboarding specialist.

2

Login to Jumpstart Agent™ to confirm business needs and priorities.

3

Jumpstart Agent™ fully customizes and configures your Salesforce®.

4

Your onboarding specialist provides live training to you and your team. That’s it!

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Frequently Asked Questions

  • Jumpstart Agent™ automates and streamlines the entire setup process, reducing implementation time from months to days. Our software will guide you through every important customization decision, allowing you to launch your Salesforce® CRM faster than ever before.

  • Our software was designed by CRM implementation experts with built-in best practices and expert guidance, ensuring optimal setup for your business needs.

  • Absolutely. Jumpstart Agent™ clients typically save 50% or more compared to traditional implementation methods. Our automated approach eliminates many time-consuming manual processes, directly translating to significant cost savings for your business.

  • Yes! Jumpstart Agent™ is designed with user adoption as a priority. Our intuitive setup process results in a Salesforce® instance aligned to your team’s specific needs, making it easier to use. Combined with rapid implementation, this customized approach boosts enthusiasm and drives higher adoption rates.

  • A dedicated Implementation Specialist guides you through the entire process, from kickoff to training.

  • Definitely. Jumpstart Agent™ is user-friendly for businesses of all sizes and technical backgrounds. Our guided process simplifies Salesforce® implementation, making it accessible whether you’re a CRM novice or a seasoned pro. For those new to CRMs, Jumpstart Agent™ ensures you start your Salesforce® journey on the right foot.