Technical Strategy

Salesforce, live in weeks

Quickstarts are fixed-price, fixed-scope packages that get your team working in Salesforce — not a rollout that drifts for a year and bills by the hour.

Essentials and Professional go live in three to six weeks. Custom projects are scoped and quoted around your process.

Book a scoping call

Rather not pick a slot? Send a message instead.

Who it's for

Small and mid-sized organizations rolling out Salesforce for the first time, and teams restarting an implementation that stalled — whether that is a sales team working leads and opportunities, a service team working cases, or a process that is neither.

Every package includes discovery, configuration, data import, user training and 30 days of post-launch support. The price is flat: inside the agreed scope there are no surprise hourly bills.

Packages

Three tiers cover most rollouts. Essentials and Professional each configure one cloud — Sales or Service, whichever your team runs on. Essentials starts at $5,500; Professional and Custom are quoted on the scoping call. No package includes Salesforce's own license fees, which you buy directly from Salesforce.

Essentials

From $5,500

3–4 weeks
Up to 10 users

A small sales or support team that needs a clean, working CRM fast.

Professional

5–6 weeks
Up to 25 users

Growing teams with a defined sales or service process and email integration.

Custom

Scoped per project

Bringing a business process that isn't lead or service — client onboarding, project delivery, approvals, operations tracking — into Salesforce.

Every package is a fixed price, agreed in writing before any work starts. Tell us which one looks right and we will quote it on the call.

What's included

Professional is everything in Essentials with larger limits. Custom is built around your own process, so its scope is set during discovery.

Scroll the table sideways to compare all three packages.

What each Salesforce Quickstart package includes
Included	Essentials	Professional	Custom
Discovery workshops	1 session (2 hrs)	2 sessions	Process-mapping workshops, scoped to the process
Cloud configured	Sales Cloud or Service Cloud	Sales Cloud or Service Cloud	Salesforce Platform (custom app)
Objects, fields, page layouts	Standard objects	Standard + up to 3 custom objects	Custom data model designed for your process
Business process	1 process — a sales pipeline (leads, opportunities, stages) or a service pipeline (cases, queues, escalation)	Up to 2 processes, in the same cloud	Your custom process mapped end to end
Automation (Flows)	Up to 3	Up to 8	Scoped to the process
Reports and dashboards	5 reports, 1 dashboard	15 reports, 3 dashboards	Scoped to the process
Data import (from spreadsheets)	Up to 10,000 records	Up to 50,000 records	Scoped per project
Email integration (Gmail or Outlook)	—	Included	Included
Third-party integration	—	—	Scoped, as the process needs
Roles, profiles, security setup	Basic	Role hierarchy	Full role hierarchy + permission sets
User training	1 live session	2 sessions + admin handoff	Process-specific training + admin handoff + recorded guides
Post-launch support	30 days	30 days	60 days

Add-ons

Bundle these into any package at signing, or add them after go-live. They are quoted with the package.

Additional users, including their training and setup
Additional custom objects
Additional integrations
Complex data migration — legacy CRM, deduplication
Extra live training sessions
A managed services retainer after go-live
Out-of-scope work, handled as a written change order

Terms

Payment

50% at signing, 50% at go-live
Invoices payable within 15 days (Net 15)
Quotes valid for 90 days

Assumptions

You buy Salesforce licenses directly from Salesforce
You name a project owner who can attend workshops and approve decisions within 3 business days
Import data arrives as CSV or Excel
Work is delivered remotely; on-site days are billed separately plus travel

Not included

Salesforce license fees and AppExchange subscriptions
Custom code (Apex, Lightning Web Components)
Work beyond the package limits, which is handled as a written change order

How it starts

A 30-minute scoping call

Free, and it settles which package fits. If none of them does, we'll say so. Pick a time.
A signed statement of work

Fixed price, fixed scope, and a start date — before any work begins.
Discovery within two weeks

Kickoff happens inside two weeks of signing, and the clock on your timeline starts there.

Which package fits?

Grab 30 minutes on the calendar and tell us what your team runs on today.