All-inclusive CRM setup, configuration, data migration, and user training — at a fixed cost. New or existing customer, we get you productive fast.
Built on 20+ years of hands-on CRM deployments, Fast Track is Salesboom's structured onboarding program that gets your team up and running — and generating measurable results — in the shortest time possible.
Designed for new Salesboom customers. Our experts handle your initial CRM configuration end-to-end — user roles, security profiles, workflows, and custom fields — so your most critical business process runs smoothly from day one. Your team skips the learning curve and starts selling.
For existing Salesboom users who know they're leaving ROI on the table. We audit your current setup, identify your highest-value untapped capability, and implement it — turning your CRM from a contact database into a real revenue engine.
Hands-on, role-specific training means your team actually uses the system — not just the power users.
Focused scope and expert delivery compress a typical 3-month rollout into a matter of weeks.
We configure the reports and dashboards you need to manage by data — not gut feel — from the start.
Every configuration decision is recorded so future changes, onboarding new staff, and scaling are straightforward.
One price covers the full engagement. No hourly overruns, no scope creep charges.
We align your configuration today with where your business is headed tomorrow — integrations, customizations, and all.
Every Fast Track engagement covers these six deliverables:
A complimentary discovery session with an online demo. We learn your business, you learn what's possible. No obligation.
We produce a short-, medium-, and long-term plan covering CRM configuration, rollout sequencing, user training, integrations, and customizations.
User role hierarchies, data-sharing rules, security profiles, custom fields, reports, dashboards, workflow automation, and custom forms for quotes, contracts, invoices, work orders, and web/mobile forms.
Use the configured system, gather feedback, request changes. We iterate until everything works exactly as expected before you flip the switch.
Role-specific training sessions plus a recorded training video your team can reuse indefinitely for new hire onboarding.
Direct access to Salesboom's Professional Services team throughout the engagement. Call us at 1.855.229.2043 or email sales@salesboom.com.
Fast Track works across every industry we serve. Choose your sector below to see how Salesboom is configured for your specific workflows.