Salesforce Implementation Options
Choose the package that fits your business needs
Dear Client,
The best work comes out of great relationships. Honesty, respect and gratitude are the keys to successful implementations. This proposal outlines our Salesforce implementation approach with flexible options to match your needs and budget.
We focus on four primary objectives: improving sales efficiency, enabling data-driven decisions, enhancing customer segmentation, and building scalability for future growth.
Pamela White
Salesforce Consultant
RootMode Consulting
Implementation Objectives
Our implementation approach focuses on delivering measurable results across these key areas:
- Sales Efficiency: Streamline your sales process and reduce administrative overhead
- Data-Driven Decisions: Access real-time insights and analytics to guide strategy
- Customer Segmentation: Better understand and target your customer base
- Scalable Growth: Build a foundation that grows with your business
Our Services Include
Comprehensive Salesforce implementation support
Business Process Analysis
- Current state assessment
- Requirements gathering
- Process mapping and optimization
- Solution design and architecture
Configuration & Customization
- Object and field setup
- Automation (workflows, process builder, flows)
- Page layouts and Lightning pages
- Security and sharing rules
- Third-party integrations
Training & Enablement
- Administrator training
- End-user training sessions
- Training materials and documentation
- Post-launch support planning
Analytics & Reporting
- Report and dashboard creation
- KPI tracking setup
- Einstein Analytics (if applicable)
- Data quality management
Implementation Packages
Choose from three comprehensive packages tailored to different business needs:
Essential Package - $30,000
- Core Sales Cloud setup
- Basic customization (up to 10 custom objects)
- User training (up to 10 users)
- 30 days post-launch support
Professional Package - $55,000
- Sales Cloud + Service Cloud
- Advanced customization (up to 25 custom objects)
- Process automation and workflows
- User training (up to 25 users)
- 2 third-party integrations
- 60 days post-launch support
Enterprise Package - $88,000
- Full platform implementation
- Unlimited custom objects
- Complex process automation
- User training (unlimited users)
- Up to 5 third-party integrations
- Advanced analytics and dashboards
- 90 days post-launch support
Add-On Services
Customize your package with these optional services:
- Territory Management: $8,000 - Complex territory hierarchy and assignment rules
- CPQ Configuration: $15,000 - Salesforce CPQ setup for quote management
- Data Migration: $5,000-$20,000 - Clean and migrate data from legacy systems
- Custom Development: $150/hour - Apex, Lightning Web Components, custom integrations
- Einstein AI Setup: $10,000 - AI-powered insights and predictions
- Extended Support: $2,500/month - Ongoing optimization and support
Your 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 |
Payment Terms
Payment Schedule:
- 30% deposit at UAT (User Acceptance Testing) kickoff
- 30% at go-live
- 40% upon project completion
Invoicing: Net 15 days. Late payments subject to 2.0% monthly interest.
Terms & Conditions
Services Scope
Professional services include Salesforce configuration, optimization, training, and analytics as outlined in the selected package and any add-ons.
Intellectual Property
Upon payment of all fees, Contractor assigns to Client all right, title, and interest in deliverables created specifically for this engagement. Contractor retains rights to pre-existing methodologies and tools.
Termination
Either party may terminate with 7 days' written notice. Breaches must be cured within 5 days of notification. Client pays for all work completed through termination date.
Confidentiality
Both parties agree to protect confidential information. This obligation survives termination of the agreement.
Warranties
Services will be performed professionally and consistent with industry standards. Contractor warrants no infringement of third-party intellectual property rights.
Limitation of Liability
Total liability is limited to fees paid under this agreement. Neither party is liable for consequential or indirect damages.
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