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What is Jumpstart Agent™?
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.
Customer Story: Kaage Homes
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
Retail & Consumer Goods
Media & Entertainment
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
Salesforce configured perfectly for you
Software & Tech
Home & Commercial Services
Healthcare & Life Sciences
Professional Services
Construction & Trades
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 answer simple questions about your business and 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!
Frequently Asked Questions
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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.
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Our software was designed by CRM implementation experts with built-in best practices and expert guidance, ensuring optimal setup for your business needs.
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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.
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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.
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A dedicated Onboarding Specialist guides you through the entire process, from kickoff to training.
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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.