Cheap and Easy Salesforce Set Up

Zoe Hartsfield

May 30, 2023
you notice your sales data is out of date
you feel like you lack clarity on current pipeline
you want to see reports on booked and forecasted revenue but can’t
you missed an important action item for a potential customer
you expanded your sales team and it’s hard to see who owns what account
you’re seeing duplicates in the data
What does “CRM set up” mean/involve?
When is the best time to set up your CRM and why?
What are the costs if you wait?
What are the benefits if you move quickly?
How do most companies implement their CRM?
Should you get Salesforce or another CRM?

The True Cost of Salesforce

They say you'll spend $5.8 on setting up and managing Salesforce for every dollar you spend on it. And by "they," we mean - Salesforce says that. 

A CRM is a non-negotiable tool for any sales organization, but with spend like that, we understand why people put it off and suffer through spreadsheets for longer than needed. 

What are your options?

We noticed a pattern after looking at upwards of 1000+ B2B sales organizations. While every org is "unique," the uniqueness of their CRM is probably only 20% of their instance. So why are we building Salesforce from scratch every single time?

In the past, you had to either:

  • Hire a consultant (expensive, time-consuming, and they leave when the job is done)
  • Hire internally someone who can build SFDC (expensive, time-consuming, the data model and documentation is often lackluster, and you lose it when they leave)
  • Try to hack it together yourself (time-consuming, often messy, and usually ends up being completely redone in a matter of months, which then becomes expensive)

There's a better way. We built it. 

Salesforce Set Up Made Easy

Now you can configure and implement (build out and go live) an entire Salesforce instance in a matter of clicks, not months. We've taken the best practices from hundreds of RevOps professionals and automated the configuration so it deploys instantly into your Salesforce. With Swantide's app, you can be up and running in minutes. 

With the introduction of AI and search (coming June 2023), the platform will proactively make recommendations for new automations to streamlining processes within your sales tools. 

Because we are a platform, we are cheaper, faster, lighter, more straightforward, and more scaleable than an additional hire or external consultant. 


If you need to set up Salesforce for the first time, or your RevOps team requires an extra set of hands, consider Swantide before spending 3x on a consultant. 

Still, is Swantide the best implementation partner for you? We'd love to SHOW you how powerful this tool is. Click here if you want to see the product in action. 

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