Four Phases to Go-Live
A structured, proven approach that gets you live in 8 weeks — not months.
Discovery
Business process mapping, requirements gathering, stakeholder interviews, data audit, and solution design document.
Build
Org configuration, custom objects/fields, page layouts, automation, data migration, and integration setup.
Test & Train
UAT, user training sessions, admin training, documentation, and sandbox-to-production deployment plan.
Go-Live & Support
Production deployment, hypercare period, post-launch optimization, and 3 months of included support.
Salesforce Products & Capabilities
Sales Cloud
Leads, opportunities, pipeline management, forecasting, and revenue analytics for your sales team.
App Development
Custom apps, objects, automation, Lightning pages, and everything to tailor Salesforce to your business.
Data Architecture
Data model design, migration from spreadsheets or legacy CRMs, and integration with existing systems.
User Adoption
Training materials, admin guides, ongoing support, and change management to ensure your team actually uses it.
One package. One price. One date.
Most growing companies need the same thing: a working CRM their sales team will actually use. That's what this is.
CRM Launch
Founding-client pricing — available for our first five implementations.
Your first real CRM. One sales team moving off spreadsheets, a basic tool, or a Salesforce org nobody ever finished setting up.
- Sales Cloud core configuration
- Up to 15 users, one sales process
- Leads, opportunities, and pipeline setup
- Standard reports and dashboards
- Spreadsheet or CSV data import
- Business analysis and QA testing
- User and admin training with documentation
- 30 days hypercare after go-live
SCOPED SEPARATELY
Legacy CRM migration, third-party integrations, custom development, and additional Salesforce clouds. We'll tell you in the scoping call if you need any of them — before you buy, not after.
Larger or more complex
Scoped after discovery
More users, more processes, or systems that need to talk to each other. Priced from a written scope, not an hourly estimate.
- Multiple teams and sales processes
- Legacy CRM data migration
- Integrations with your existing systems
- Custom development where configuration won't do
- Phased rollout planning
- 30 days hypercare after go-live
Scope is fixed in a written statement of work before any build begins. If your requirements change mid-project, we quote the change before doing the work — no open-ended hours, no surprise invoices.