Implementation Packages
Choose the right package to launch or streamline your Salesforce environment. Built for small business success.
Basic Package
Perfect for businesses new to Salesforce who need a solid foundation for managing customer relationships.
Starting at $4,500
Key Features
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Initial Salesforce Health Check & Audit
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Lead Management Setup
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Opportunity Pipeline Configuration
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Account & Contact Relationship Management
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User Roles, Profiles & Permission Setup
Plus Package
Ideal for businesses that want to hit the ground running with automation, lead capture, and data migration.
Starting at $9,500
Includes Everything in Basic Package, and:
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Data Import (Leads, Accounts, Contacts, Opportunities)
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Web-to-Lead Form Setup for Website Integration
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Gmail / Outlook Email Integration
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Custom Reports & Dashboards
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Validation Rules for Data Quality
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Sales & Support Process Automation
Premium Package
Built for scaling teams and complex workflows, with full customization, advanced automations, and strategic reporting to drive growth.
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Includes Everything in Plus Package, and:
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Advanced Lead Management Features
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Opportunity Management with Custom Stages
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Account Teams & Person Accounts Configuration
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Custom Sales Processes & Sales Path
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Knowledge Setup
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Chatter & Collaboration Tools
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Product & Price Book Configuration
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Advanced Automation with Flows
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Advanced Security & Governance Setup
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Comprehensive Admin & User Training
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Post-Go-Live Support & Optimization