Salesforce packages

Salesforce QuickStart and implementation packages

Fixed scope, fixed timeline, and a fixed quote after one scoping call. Start with a one week audit or go straight to a QuickStart build.

Review first 250+ org audits and builds behind the checklist

A ranked list with effort and impact against each item, so the argument is over.

Full org audit: data model, automation, security model, technical debt
Salesforce Optimizer and Health Check review with findings explained in plain English
Adoption analysis: which features you pay for and nobody uses
Integration and data quality assessment
Prioritised roadmap with effort and impact against each item
Ninety-minute findings walkthrough with your team

Not included: Any build or configuration work · Data migration · User training delivery

Yours to keepWritten audit reportPrioritised roadmapRecorded walkthrough session

Quick start 500+ projects behind the three week playbook

Updating a deal takes seconds, so the pipeline is current when leadership looks at it.

Sales process discovery and pipeline design
Objects, fields, page layouts, and record types configured to how you sell
Lead capture, assignment, and routing rules
Opportunity stages with exit criteria and validation
Core reports and a sales leader dashboard
Accounts, contacts, and open pipeline migrated and deduplicated - up to 100,000 records
Two live role-based training sessions, recorded, plus a thirty-day hypercare window

Not included: CPQ or complex quoting · Custom Apex development · Marketing automation · More than one external integration

Yours to keepConfigured production orgMigrated dataTraining recordingsAdmin handover documentation

Full build 48% of routine enquiries self-served for a senior care client

Routine cases resolve without a human, and your agents work on what actually needs judgement.

Service Cloud console, case model, and omni-channel routing across up to three channels
Knowledge base structure and migration of up to 50 existing articles
Agentforce Service Agent built on your real case history
Topics, actions, and guardrails configured with the Einstein Trust Layer
Escalation paths with full context handover to human agents
Deflection and CSAT dashboards so you can prove the result
Agent tuning across the first month of live traffic

Not included: Field Service · Telephony or CTI provisioning · Custom LLM development · Salesforce licence costs

Yours to keepLive Service Cloud orgDeployed Agentforce agentDeflection dashboardRunbook for tuning

Full build 100% project success rate across 250+ engagements

A stable, documented org your team believes again, without a rebuild.

Technical debt cleanup: duplicate automation, unused fields and objects, conflicting rules
Migration of legacy Workflow Rules and Process Builders to Flow
Data quality remediation and deduplication
Security and sharing model correction
Performance fixes for slow pages and reports
Documentation of everything that remains, and why

Not included: New feature development · Platform migration to another CRM · Ongoing administration

Yours to keepRemediated orgAutomation inventoryData quality reportLiving documentation

Ongoing support 3x Salesforce releases handled for you every year

A named architect owns the roadmap, so the org improves every single month.

Named admin and architect, not a shared ticket queue
Three plan sizes, matched to your org at the scoping call and reviewed quarterly
User support, requests, and change management
Release readiness across all three Salesforce releases a year
Ongoing automation and report building
Quarterly health check and roadmap review
Agent and integration monitoring where those are live