Whether your needs are immediate or long-term, large or small, we will work together to determine the best fit for your organization.
Contact us today for a detailed quote!
Discovery / Feasibility Evaluation - Find out if Salesforce.com is right for your business
  • Business Review:
    * Walkthrough of your business model and business applications currently in use
    * Review of Salesforce.com editions suitable to your business
  • Cost & Transition Planning:
    * Documentations of real licensing and resource costs and deployment timeline
    * Preparation of data migration, application configuration, and user training plan
  • Value Maximation:
    * Best practices planning to ensure success using Salesforce.com in your organziation
    * Presentation of possible long-term extensions to increase Salesforce.com effectiveness
Deployed in 1-2 weeks
Basic Support Package - Our most common client-requested services
  • Sales Pipeline & Process Design:
    * Definition of sales process and desired characteristics of prospects (Leads), clients (Contacts), companies (Accounts), and potential sales (Opportunities)
    * Specification of SFDC-based sales workflow & definition of Lead/Contact/Account/Opportunity Views for Sales rep personal tracking
  • Business Productivity & Efficiency Optimization:
    * Customization of SFDC Leads/Contacts/Accounts/Opportunities tables to match your tracking needs
    * Basic aggregation, normalization and SFDC uploading of existing offline prospect & customer data (Word docs, Excel spreadsheets, SQL databases)
    * Initial SFDC data model primary user training
    * Sales rep training per SFDC-based sales workflow and general SFDC best practices
  • Marketing & ROI Tracking:
    * Definition & installation of basic internal productivity and business progress Reports & Dashboards
Deployed in 1-2 weeks
Advanced Support Package - Our most complete deployment for fully-invested Salesforce.com organizations
  • Sales Pipeline & Process Design:
    * Definition of sales process and desired characteristics of prospects (Leads), clients (Contacts), companies (Accounts), and potential sales (Opportunities)
    * Specification of SFDC-based sales workflow & definition of Lead/Contact/Account/Opportunity Views for Sales rep personal tracking
  • Business Productivity & Efficiency Optimization:
    * Customization of SFDC Leads/Contacts/Accounts/Opportunities tables to match your tracking needs
    * Basic aggregation, normalization and SFDC uploading of existing offline prospect & customer data (Word docs, Excel spreadsheets, SQL databases)
    * Initial SFDC data model primary user training
    * Sales rep training per SFDC-based sales workflow and general SFDC best practices
    * Establishment of SFDC-based Document Repository for version-controlled templates (contracts, collateral, customer forms, etc.)
  • Marketing & ROI Tracking:
    * Definition & installation of basic internal productivity and business progress Reports & Dashboards
    * Definition & installation of advanced internal productivity and business progress Reports & Dashboards (including Workflow Rules where applicable)
    * Definition & installation of marketing Campaigns, Campaign-tracking & mass-email features
  • Business Application Integration:
    * Installation of Web-to-Lead, Web-to-Case, and/or Email-to-Case for direct passing of data from your Web page forms and email addresses to SFDC Leads & Cases
    * Basic research & recommendations on 3rd Party / AppExchange tools suitable to fill your business application gaps
  • Workflow Automation:
    * Establishment of SFDC-based email templates for efficient outbound communication
    * Customization of SFDC Cases/Solutions/Task tables to match your tracking needs
    * Installation of Outlook Edition for copying outbound customer emails to SFDC and synching Outlook Contacts/Tasks/Calendar w/ SFDC Contacts/Tasks/Calendar
  • Customer Support Management:
    * Definition of basic activity tracking and customer support process with desired characteristics of Cases, Solutions & Tasks
Deployed in 2-4 weeks
Hourly Managed Service / Special Needs - Custom assistance to support your Salesforce.com administration
  • Common daily / weekly / monthly administration tasks (report & dashboard maintenance, data cleansing, etc.)
  • General process management design (company process flow documents, SFDC glossaries)
  • General project management for business application usage and user adoption
  • Installation of advanced offline data, advanced Cases/Solutions/Activity features
  • Installation of and training on 3rd Party apps to integrate with non-SFDC internal systems (billing, site monitoring, advanced marketing, etc.)
  • Custom development (S-Controls, integrated reporting spreadsheets, VisualForce extensions, etc.)