Appt / Reservation Mgmt Packages

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.

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Customization: Basic customization of fields, layouts, and data to match the business's needs.

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Data Migration: Transfer existing customer data into Salesforce.

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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:

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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.