Services

CloudAdmin® Packages

Essentials
▸ 20 hours / month
▸ Up to 15 Salesforce users
 
Pro
▸ 30 hours / month
▸ Up to 50 Salesforce users
 
Enterprise
▸ 40 hours / month
▸ Up to 100 Salesforce users
 
Enterprise+
▸ 80 hours / month
▸ >100 Salesforce users
 

All packages include:

  • Complete platform management
  • All standard & custom objects
  • All declarative automations
  • Quarterly releases
  • Data backups
  • Critical updates and security management
  • On-demand Training
  • Data Quality (Import / Edits / Exports)
  • Reporting & Dashboards
  • Selected 3rd party applications

Excludes:

  • Apex development
  • Platform-level 3rd party applications
  • See EZ start packages for new Salesforce implementations

EZ Start Packages

Basic
▸ Basic Setup of Salesforce Platform
▸ Set Up Sales Team Users
▸ Dedupe, Scrub & Import Accounts & Contacts (up to 5k Records)
▸ Basic Duplication Prevention
▸ Set Up Opportunity Tracking
▸ Deliver 2 Sales Tracking Reports
▸ Deliver 1 User Adoption Report
▸ 2 hours Salesforce Success User Training
▸ Available via Salesforce Messaging Service (Chatter)
 
 
 
Advanced
Basic +
▸ Import Leads (up to 5k Records)
▸ Configure Complete Sales Path (Lead to Opportunity Closed)
▸ Configure Sales Quoting (2 Quotes)
▸ Configure Activity Tracking
▸ Deliver 1 Sales Forecast Report
▸ Deliver 1 Sales Dashboard
▸ 4 hours Salesforce Success User Training
 
 
 
 
Complete
Advanced +
▸ Import Accounts & Contacts (25k Records)
▸ Import Leads (10k Records)
▸ Additional Sales Quotes (4 Quotes)
▸ Custom Business Automations (5 Processes)
▸ Data Validation Rules (5 Rules)
▸ Mobile Apps Configuration
▸ Custom User Home Screen
▸ Sales Approvals Management*
▸ Deliver 6 Custom Reports
▸ Deliver 3 Custom Dashboards
▸ Dedicated PM / Implementation Engineer
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