Getting Started

The right start

If you’re just getting started on your CRM journey, we can help you get on the right path to success. With a variety of resources and options for building a unique roadmap aligned to your specific business challenges, operations and goals, we partner with you and your team to ensure you get the most out of Salesforce over time and can easily evolve and customize your instance based on your needs. Choose from one of the options below to engage with us and jumpstart your CRM strategy.

Register now and for 30 days you’ll have access to a trial set of top features and capabilities of the world's most popular CRM application.
Discovery Session: Configero experts are available for half-day or full-day discovery sessions with your team to understand where the greatest opportunities lie for CRM implementation and optimization.
Business Process Review: engage with Configero experts to analyze your current environment and processes to identify critical issues and recommend solutions for enhancing business performance.
Best Practices for Implementing Salesforce CRM: Guide features step-by-step best practices for ensuring implementation success.