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Packages

Clear scope. Clear timeline. Fixed quote.

Our packages are the fastest way to get value from Salesforce. Each one has a defined scope and timeline; we confirm a fixed price after a free 30-minute scoping call.

1–2 weeks

Org Health Check

Best for: Teams already on Salesforce who feel it has become slow, messy or expensive.

  • Security & permission review
  • Automation and code review
  • Data quality and duplicates report
  • Licence usage review
  • Prioritised fix list and read-out session
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4–6 weeks

Service Cloud QuickStart

Best for: Support teams handling requests by shared inbox.

  • Email-to-case and web-to-case
  • Queues, assignment and escalation rules
  • Service console and macros
  • Knowledge base setup
  • SLA milestones
  • Service dashboard and training
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3–8 weeks

CRM Migration Sprint

Best for: Companies moving from HubSpot, Zoho, Pipedrive or Dynamics.

  • Source audit and field mapping
  • Two trial migrations with reconciliation
  • Automation rebuilt in Flow
  • Cut-over plan and final load
  • Two weeks of hypercare
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6–8 weeks

Experience Cloud Portal

Best for: Organisations that want partners, customers or patients to self-serve.

  • Branded portal on LWR
  • Role-based access and sharing
  • Request or case submission
  • Knowledge and FAQs
  • Custom LWC components
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8–12 weeks

Health Cloud Foundations

Best for: Healthcare providers starting with Salesforce for care coordination.

  • Patient data model with person accounts
  • Intake and eligibility flows
  • Care plans and care teams
  • Referral and order tracking
  • HIPAA-aligned security model
  • One EHR or partner integration
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3–4 weeks

Agentforce Pilot

Best for: Teams that want to prove AI value before a bigger investment.

  • Use-case workshop and selection
  • Data readiness check
  • One production-ready agent
  • Guardrails and test plan
  • Results review with metrics
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Monthly

Managed Success

Best for: Any team that needs ongoing Salesforce help without a full-time hire.

  • Dedicated admin and developer hours
  • Agreed response times
  • Seasonal release reviews
  • Monthly report and roadmap call
  • Unused hours roll over one month
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Need something bigger?

Custom engagements.

Multi-cloud programs, complex integrations and dedicated delivery teams are scoped individually. Use the project planner for a quick timeline, then let’s talk.

Open the project planner Contact us

Let’s make Salesforce work for you.

Book a free 30-minute consultation. We’ll look at where you are, where you want to be, and give you an honest view of the fastest way there.

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