Is Jumpstart Agent™ right for your business?
Salesforce implementation doesn't have to be a long and overwhelming process. We've built a faster, simpler path that works for most small and mid-sized businesses.
But we're not right for everyone. See where you fit.
Perfect Fit
You’re exactly who we built this for!
Getting Started
-> New to Salesforce and want structured guidance
-> Need help without getting overwhelmed
-> Want setup help, not a second job
-> Purchased Sales Cloud and want to start using ASAP
Core Setup
-> Pipeline tracking
-> Account and contact management
-> Sales activity organization
-> B2B or B2C opportunity workflows
Learn As You Go
-> Get hands-on with Salesforce immediately
-> Want simple, tailored setup your team can understand
-> Prioritize user adoption over technical complexity
-> Need confidence, not confusion
Simple & Smart
-> Work smarter with guidance, not a blank canvas
-> Focus on what matters most
-> Leverage proven industry practices
-> Build something easy to support and grow
Limited Resources
-> Maximize ROI without overspending
-> Avoid unnecessary custom work
-> Start simple, add later
-> Value cost-effective, efficient solutions
No Salesforce Admin
-> No Salesforce expert on staff
-> Need non-technical user onboarding
-> Want confidence it's set up right the first time
Ready to get started?
Let’s talk.
Great Fit
Jumpstart Agent™ + Expert Services is a great option for you.
Jumpstart Agent™ First
- > Start with solid Sales Cloud setup
- > Get core business needs implemented and configured the right way
- > Build momentum with working system first
- > Add services after your team is up and running
Advanced Features
- > Need complex automation and workflows
- > Want custom reporting and dashboards
- > Require approval processes or advanced business rules
- > Custom UI or specialized business logic
Integrations
- > Integrate with ERP or Accounting system like QuickBooks or Netsuite
- > Connect to marketing tools
- > Integration with industry-specific or custom built software
Data & Other Products
- > Need data migration from existing systems
- > Set up additional Sales Cloud add-ons or features
- > Set up Service Cloud, Marketing Cloud, Agentforce, Field Service or other Salesforce products
Hands-on Support
- > Want custom training and change management
- > Need expert oversight during rollout
- > Prefer ongoing support for first few months
- > Help ensuring high user adoption rates
This sound like you?
Let’s discuss your needs.
Not A Fit
That’s ok, we’re not for everyone.
Existing Salesforce Org
- > Already has Salesforce and wants to extend it
- > Rebuilding an existing Salesforce org
- > Heavy existing customizations in place
Specialty Clouds
- > Health Cloud, Financial Services Cloud, Manufacturing Cloud, etc
- > Highly regulated industry-specific compliance requirements
- > Heroku, Mulesoft, or Tableau projects
Extensive Integrations
- > Deep ERP or systems integrations required day one
- > Complex data synchronization and ETL processes
- > Custom integration architecture beyond standard use cases
Existing Salesforce Team
- > Already has a team of experts
- > Prefer full control, no guidance needed
- > Already working with implementation partner
Resistant to Change
- > Leadership not aligned on need for change
- > Users expect to keep doing things the old way
- > No commitment to training or process improvement
- > Want technology without behavioral change
Custom Development
- > Want to build everything from scratch using Apex/LWC/etc
- > Need extensive custom objects and applications
- > Prefer coded solutions over standard features
Need something different?
We can point you in the right direction.
Definitely Not
Let’s be honest about this.
Master Procrastinators
- > Experts at "planning to start"
- > Always need just one more meeting before beginning
- > Prefer talking about implementation over actually doing it
Complexity Lovers
- > Think simple solutions are beneath you
- > Want to recreate your exact messy processes in Salesforce
- > Make everything harder than necessary to “build character”
Password Collectors
- > Don't plan to actually use Salesforce
- > Just enjoy managing usernames and passwords
- > Have 12 other unused systems gathering digital dust
Magic Wishers
- > Believe perfection is a reasonable starting point
- > Value good vibes over actual training and preparation
- > Expect your team to magically adapt to new system
Scope Creepers
- > Always want to add "just one more thing"
- >. Turn simple projects into endless expansions
- > Can't resist saying "while we're at it, lets just..."
DIY Disasters
- > Never need any help or guidance and not about to start now
- > Actively ignores all advice
- > Hires experts to prove you don’t need them