Clear scope. Clear price. No surprises.

Start with a fixed-price Salesforce Health Check, a defined project, or ongoing support. Every proposal spells out the scope, timeline, and fee before work begins.

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Advisory & Discovery

Know what to build before you build it.

Requirements, options, and a prioritized roadmap with effort and budget estimates.

Typical scope includes:

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Current-state review

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Requirements workshops

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Process mapping

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Solution options and tradeoffs

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Prioritized roadmap

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Effort and budget estimates

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Glass roadmap and magnifying lens representing advisory and discovery

Project Based

Defined scope. Clear deliverables.

Implement Salesforce, modernize your contact center, or roll out Field Service, with a fixed scope and plan.

Typical scope includes:

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Solution design

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Configuration and custom development

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Integrations and data migration

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Testing and user acceptance support

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User training and enablement

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Documentation and handoff

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Interlocking glass blocks representing a completed Salesforce implementation

Managed Services

Your Salesforce admin team, without the hire.

Monthly capacity for administration, fixes, and improvements, with priorities you set.

Typical scope includes:

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Platform administration

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Planned improvements

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Release and change support

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User and permission management

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Roadmap ownership and priority reviews

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Platform health and adoption check-ins

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Connected loop representing ongoing platform health, maintenance, and improvement

What drives the price.

Every proposal is built around your scope, with clear deliverables and fees. If requirements change, we agree on the impact on scope, timing, and cost before we proceed.

Scope of work

The business processes, Salesforce products, and teams involved.

Integration and data

The systems to connect and the data to clean, migrate, or make available across teams.

Change and enablement

The people affected, the processes changing, and the training needed for adoption.

Ongoing support

The level of administration, maintenance, and improvement you need after launch.

Choose the support that fits your business.

What you need

Advisory & Discovery

Project Based

Managed Services

Requirements and solution planning

Primary focus

For the agreed project

For agreed improvements

Roadmap and recommendations

Defined deliverable

Project-specific

Reviewed regularly

Build and implementation

Separate engagement

Within project scope

Within agreed capacity

Testing and user enablement

Planning and recommendations

For the delivered solution

For agreed changes

Ongoing administration

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Separate engagement

Within agreed scope

Support arrangements

Engagement-specific

Defined launch support

Agreed coverage and response expectations

Frequently Asked Questions

How does pricing work?
Do you offer fixed-price projects?
Can we start small?
Can you improve our existing Salesforce setup?
What is the Salesforce Health Check?
What do you need from our team?
Are Salesforce licenses included?
How quickly can you start?
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Not sure where to start?

Start with a Salesforce Health Check. In two weeks, you get a prioritized list of fixes with an estimate for each, for a fixed $2,500. The fee is credited toward your project when it starts within 60 days.