Salesforce Solutions and Support for Every Growth Stage

Essential Support

What’s Included:

  • Up to 8 hours of support/optimization per month

  • Quarterly system health checks

  • Basic reporting and dashboard maintenance

  • Standard Salesforce updates and maintenance

  • User management and security updates

  • Priority response within 24-48 hours

Professional Support

What’s Included:

  • Everything in Essential Support, plus:

  • Up to 15 hours of support/optimization per month

  • Monthly strategy and optimization calls (1 hour)

  • Advanced reporting and analytics development

  • Integration maintenance and updates

  • Quarterly business reviews with recommendations

  • Priority response within 6-8 hours

Strategic Support

What’s Included:

  • Everything in Professional Support, plus:

  • Up to 25 hours of support/optimization per month

  • Weekly optimization reviews

  • Custom development and feature builds

  • Monthly executive briefings and roadmap reviews

  • Early access to new features and beta testing

  • Up to 25 support tickets monthly

  • User training and adoption support

  • Same-day priority response 4-hours

Investment Levels For Development

Foundation Package

Perfect for growing firms with 1-25 users:

  • Complete Salesforce setup & configuration

  • Custom dashboards & reporting

  • Team training & documentation

  • 30-day post-launch support

Investment: Custom quote based on your needs

Professional Package

Ideal for established firms with 25-75 users:

  • Everything in Foundation, plus:

  • Advanced workflow automation

  • Industry-specific customizations

  • Integration with existing tools

  • Executive-level reporting

Investment: Tailored to your requirements

Enterprise Package

Ideal for large firms with 75+ users:

  • Everything in Professional Package, plus:

  • Advanced security & compliance controls

  • Custom API integrations & data migration

  • Executive dashboards & business intelligence

  • Dedicated implementation manager

  • Priority support & maintenance

  • Quarterly business reviews & optimization

Investment: Enterprise-level solutions

Contact us

Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!