The Essentials package is designed for small teams that need Salesforce up and running quickly with a clean, straightforward sales process.

We focus on core setup, essential customization, and basic automation so your team can start managing leads, activities and opportunities with confidence from day one.

We will partner with you to:

1. Configure users, profiles, and basic access settings
2. Customize core objects (Leads, Accounts, Contacts, Opportunities)
3. Set up page layouts and key fields for daily sales activity
4. Implement a basic lead-to-opportunity process
5. Create simple reports for pipeline visibility
6. Deliver guided user training to support early adoption

The Standard package is designed for growing teams that want their solution tailored more closely to how they sell.

Building on the Essentials setup, this package adds discovery workshops, deeper automation, and custom data modeling to support more structured sales processes and stronger reporting.

*This package is ideal for teams with a defined sales process and moderate automation needs. Complex integrations or large data migrations may require an Advanced or Custom implementation.

We will partner with you to:

1. Everything in the Essentials Package +
2. Lead discovery workshops to understand your sales process and terminology
3. Configure users, roles, profiles, and permissions for up to mid-size teams
4. Customize standard and custom objects, fields, and page layouts
5. Implement additional automation using flows and validation rules
6. Build dashboards and supporting reports for pipeline and performance tracking
7. Deliver deeper training sessions to support user adoption and consistency

The Advanced / Pro package is designed for teams that are scaling Salesforce across departments, integrating with other systems, or migrating from an existing CRM.

This package focuses on data integrity, system architecture, user adoption, and long-term sustainability, ensuring that the solution becomes a reliable foundation for growth.

We will partner with you to:

1. Everything in the Standard Package +
2. Plan and design integrations with third-party systems (e.g., marketing, ERP, finance tools)
3. Develop data migration plans from legacy systems with field mapping and validation
4. Design role hierarchies, sharing models, and access controls aligned to your org structure
5. Implement advanced automation and governance best practices
6. Develop a user adoption and change management strategy
7. Provide an ongoing support block for post-go-live optimization and stabilization

The Custom package is designed for organizations with unique requirements that go beyond standard Salesforce implementations.

Whether you need custom application development, complex integrations, advanced analytics, or remediation of an existing Salesforce org that isn’t meeting expectations, we design and deliver solutions aligned with your business processes and long-term goals.

Our approach begins with understanding your current state, identifying gaps or constraints, and defining a clear, structured path forward, whether that means extending, stabilizing, or redesigning your Salesforce solution.

We will partner with you to:

Extend Your Salesforce Solution

1. Design and build custom applications, components, and workflows
2. Plan and implement complex integrations using APIs and third-party platforms
3. Develop advanced analytics, dashboards, and reporting aligned to business KPIs
4. Extend processes to support evolving business needs

Remediate and Optimize Your Existing Implementation

1. Assess your current implementation, architecture, and data model
2. Identify root causes related to adoption, data quality, automation, security, or performance
3. Create a phased remediation plan and improvement roadmap to reduce disruption
4. Provide long-term support, optimization, and enhancement services as needed

Implementations are only one part of the equation.

If you’re exploring options beyond a new implementation, such as extending Salesforce with custom applications, building partner or customer experiences, or rethinking how your solution supports the broader business, we can help.

Our services go beyond a core cloud setup to include custom app development, Experience Cloud solutions, advanced automation, analytics, and long-term optimization. Whether you’re enhancing an existing org or building something entirely new on your platform, we’ll work with you to define the right approach.

How We Can Help Beyond Implementation

We support customers across the full lifecycle of their platform, including:

• Custom application and feature development
• Experience Cloud solutions and sites for partners, customers, and internal teams
• Advanced automation and process redesign
• Analytics, reporting, and data strategy

If your needs extend beyond implementation services, explore our full range of offerings or connect with us to discuss the right next step.