Explorer
$15,000 - $30,000
- Appointment/Scheduling Setup: Implement basic appointment scheduling features, allowing clients to book appointments online.
- Contact and Account Management: Set up the core Salesforce CRM features to manage customer contacts and basic account information.
- Automated Email Messaging: Configure basic email templates and automated responses for appointment confirmations and reminders.
- Customization: Basic customization of fields, layouts, and data to match the business's needs.
- Data Migration: Transfer existing customer data into Salesforce.
- User Training and Documentation: We will provide demos and documents, and hold training sessions for your end-users to ensure they have all of the information they need to be successful with Salesforce
Pioneer
$30,000 - $60,000
- Everything in Bronze plus:
- Integration: Integrate Salesforce with other project management tools, accounting software, or scheduling applications.
- Advanced Reporting: Create customized reports and dashboards to track project progress, resource allocation, and costs.
- Mobile Access: Configure Salesforce mobile features for on-site project management.
Trailblazer
$60,000 - $150,000
- Everything in Bronze & Silver plus:
- Resource Optimization: Implement advanced resource allocation and scheduling features.
- Financial Tracking: Integrate with financial systems for advanced cost tracking and financial management.
- Document Version Control: Enhance document management with version control and access controls.
- Workflow Automation: Set up complex workflow automation for change orders, approvals, and project-related processes.
- Client Portal: Create a client portal for clients to track project progress and access project-related documents.
Please Keep in Mind: Our pricing packages are flexible and adaptable to your unique needs. They provide a helpful starting point, but we're here to tailor a solution that perfectly aligns with your requirements. Let's start a conversation.
