Transparent Pricing. Predictable Scope.
Pricing shaped by years of real delivery experience.
Not sure what’s wrong with your Salesforce? Let’s talk.
Understand your next steps in 30 minutes.
What's included
- Review your current setup (high-level)
- Identify key risks and blockers
- Get a clear direction forward
What you get
- Clear problem definition
- Identified risks (high-level)
- Recommended direction
- Short written summary after the call
- No generic advice
- Discount if you proceed with us
Who this is for
You’re unsure what the actual problem is.
Who this is NOT for
You want immediate implementation or development work.
Book Meeting with an Expert
Not sure what’s wrong with your Salesforce? Let’s talk.
All Packages Include
- •Initial discovery & planning
- •Delivery roadmap
- •Data accuracy and integrity check
- •Transparent delivery progress
- •Quality check
- •Documentation
- •User training sessions
- •Post-launch support
Sales Cloud Setup
To launch or reset Salesforce sales processes quickly and correctly.
Approximate 80 hrs
A clean and scalable Sales Cloud foundation.
- Core object configuration
- Sales stages and validation rules
- Page layouts and record types
- Reports and dashboards
- Security baseline
- Custom Automations Setup
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Sales Cloud Setup
Service Cloud Setup
To enable support teams to work efficiently in Salesforce.
Approximate 90 hrs
A production-ready Service Cloud setup for case management.
- Case lifecycle and queues
- Channel setup (email or web)
- Macros and quick actions
- Reports and dashboards
- Knowledge base basics
- Custom Automations Setup
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Service Cloud Setup
Experience Cloud Setup
To enable self-service and collaboration with external users.
Approximate 80 hrs
A secure customer or partner portal built on Salesforce.
- Portal setup and branding
- Access and sharing model
- Core pages and navigation
- Forms and basic automation
- Production deployment
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Experience Cloud Setup
Advanced Sales Cloud Setup
For teams with complex sales processes and reporting needs.
Approximate 140 hrs
Sales Cloud built for scale, automation, and data quality.
- Core object configuration
- Sales stages and validation rules
- Page layouts and record types
- Reports and dashboards
- Security baseline
- Custom Automations Setup
- Lead routing and approvals
- Data quality and dedup rules
- Advanced dashboards
Get Started
Advanced Sales Cloud Setup
Advanced Service Cloud Setup
For high-volume or multi-team support environments.
Approximate 160 hrs
Service operations optimized for scale and efficiency.
- Case lifecycle and queues
- Channel setup (email or web)
- Macros and quick actions
- Reports and dashboards
- Knowledge base basics
- Custom Automations Setup
- Omni-Channel routing
- SLA and entitlement model
Get Started
Advanced Service Cloud Setup
Advanced Experience Cloud Setup
For complex external user scenarios and integrations.
Approximate 140 hrs
A scalable Experience Cloud portal with enterprise-grade governance.
- Access and sharing model
- Core pages and navigation
- Forms and basic automation
- Production deployment
- Advanced sharing and security
- Custom pages and guided flows
- SSO configuration support
- Performance optimization
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Advanced Experience Cloud Setup
AgentForce Setup
To safely introduce AI-driven assistance into service or sales workflows.
Approximate 80 hrs
Deploy Salesforce Agentforce with clear use cases and guardrails.
- Use-case definition
- Knowledge and data readiness
- Agent configuration (1 use case)
- Guardrails and testing
- Enablement session
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AgentForce Setup
Analytic Cloud Setup
For leadership and operations teams that need reliable, actionable insights from Salesforce data instead of static reports.
Approximate 80 hrs
Launch Salesforce Analytics (CRM Analytics / Tableau CRM) with clear KPIs and decision-ready dashboards.
- KPI definition workshop (business & operational metrics)
- Data source analysis (Salesforce objects, relationships, data quality check)
- Dataset configuration and preparation (basic transformations)
- Up to 3 interactive dashboards (executive / operational level)
- Security and access model setup
- Enablement session for users and admins
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Analytic Cloud Setup
Setup Docusign Integration
To automate document signing and status tracking.
Approximate 40 hrs
Reliable DocuSign and Salesforce integration for e-signatures.
- Integration configuration
- Object and template mapping
- 1–2 DocuSign workflows
- User guidance
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Setup Docusign Integration
