Salesforce Consulting Services
Professional implementation and optimization
Dear Client,
Thank you for considering our Salesforce consulting services. We're excited to help you optimize your CRM platform and achieve your business goals.
This proposal outlines our hourly consulting approach, which provides flexibility to address your evolving needs while maintaining clear budget expectations. We're committed to delivering exceptional value and results for your organization.
Pamela White
Principal Consultant
RootMode Consulting, LLC
Attachment A - Services Overview
Comprehensive Salesforce consulting services
Customization & Configuration
- Custom object and field creation
- Workflow and process automation
- Page layout and app configuration
- Validation rules and formulas
Data Management
- Data migration and import
- Data cleansing and deduplication
- Data quality best practices
- Backup and archival strategies
Training & Enablement
- End-user training sessions
- Administrator training
- Documentation and guides
- Ongoing knowledge transfer
Analytics & Reporting
- Custom report creation
- Dashboard design and implementation
- Analytics best practices
- Insights and recommendations
Term & Billing
Contract Term: Month-to-month or project-based as agreed
Billing Structure:
- Initial deposit: $1,750 (due upon acceptance)
- Monthly not-to-exceed cap: $3,500
- Billed monthly in arrears based on actual hours worked
- Detailed time logs provided with each invoice
Payment Terms: Net 15 days from invoice date. Late payments subject to 3% monthly interest.
Project Investment
| Description | Qty | Unit Price | Total |
|---|---|---|---|
Salesforce CRM Setup Initial setup and configuration | 1 | $15,000.00 | $15,000.00 |
Custom Integration Development API integrations with existing systems | 80 | $200.00 | $16,000.00 |
Training & Support 3 months of onboarding support | 1 | $14,000.00 | $14,000.00 |
Pamela White
Principal Consultant
RootMode Consulting, LLC
Attachment B - Terms & Conditions
Relationship Philosophy
This agreement is built on mutual respect and collaboration. We believe in transparent communication, quality work, and fair compensation. Both parties commit to acting in good faith throughout the engagement.
Warranties & Representations
Consultant warrants that all services will be performed in a professional manner consistent with industry standards. Consultant represents having the necessary expertise and authority to perform the services outlined.
Confidentiality
Both parties agree to maintain confidentiality of proprietary information. This includes business strategies, technical information, customer data, and other confidential materials shared during the engagement.
Intellectual Property
All work product created specifically for Client becomes Client's property upon full payment. Consultant retains ownership of pre-existing methodologies, templates, and general consulting approaches.
Non-Solicitation
During the term and for 12 months after, Client agrees not to solicit Consultant's employees or contractors for employment or engagement.
Independent Contractor
Consultant is an independent contractor, not an employee. Consultant is responsible for all taxes, insurance, and benefits. Consultant maintains control over work methods and schedules.
Termination
Either party may terminate this agreement with 30 days written notice. Client remains responsible for payment of all services performed through the termination date.
Payment Terms
Invoices are due within 15 days of receipt. Late payments incur interest at 3% per month. Consultant may suspend services for overdue accounts exceeding 30 days.
Expenses
Reasonable, pre-approved expenses will be reimbursed with proper documentation. This may include software licenses, travel, or other project-related costs.
Indemnification
Each party agrees to indemnify the other against claims arising from its own negligence or breach of this agreement. Neither party is liable for consequential or indirect damages.
Dispute Resolution
Any disputes will be resolved first through good-faith negotiation. If unsuccessful, disputes will be resolved through binding arbitration in accordance with applicable state laws.
Data Protection
Consultant agrees to comply with GDPR, CCPA, and other applicable data protection regulations when handling Client data. Client is responsible for maintaining appropriate Salesforce licenses and user access.
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