Achieve Full Product Adoption with Karya’s
Quip for Salesforce Jump Start
You’ve made an excellent decision to transform the way you connect with your customers.
With Karya’s rapid and tailored service, you’ll benefit from a customized setup, expert guidance, and personalized shadowing sessions from a veteran Salesforce partner. Our jump start is designed to get you fully operational within weeks, enabling you to maximize the value of Salesforce in record time.
How Karya’s Salesforce Jump Start Works
3.Lead
Mgmt
4.Account & Contact Mgmt
7.Home Page, Reports & Dashboards
8.Final Walk Through & Next Steps
2.End-to-End Discovery
1.Kick Off Call
6.Duplicate & Matching Rules
5.Opportunity
Mgmt
In-Scope (Setup)
Week 1
Kickoff Meeting: Align on goals and Quip usage with Salesforce.
Integration Setup: Install and configure Quip for Salesforce.
Quip Basics: Set up user accounts, permissions, and shared folders for teams.
Week 2
Document Collaboration: Create and share Quip documents linked to Salesforce records (Accounts, Opportunities).
Live Salesforce Data: Embed live Salesforce data in Quip documents for real-time updates.
Task Management: Set up task lists in Quip to track project activities tied to Salesforce.
Week 3
Project Management: Use Quip for managing team projects, creating workflows, and tracking tasks.
Automation: Automate the creation of Quip documents and tasks from Salesforce triggers.
Week 4
Training: Conduct 1-2 training sessions for the team on Quip-Salesforce workflows.
Go-Live Support: Assist with the first live collaborative document and process integration in Salesforce.
Meetings
Kickoff, weekly check-ins, UAT, go-live meeting.
Out of Scope
Complex Automation: Custom workflow automations outside of basic task creation.
Advanced Analytics: Custom reporting on Quip document usage or performance.