Salesforce CRM Integration and Implementation Packages
Make customer relationship management (CRM) implementation easier for your organization with Cloud Adoption Solutions. We will guide and support you through our Salesforce CRM implementation and consulting services.
You can rely on our experienced team to develop a sustainable plan with your best interests in mind. Our process involves:
- Developing a plan for Salesforce scalability
- Ensuring configuration
- Building declarative or custom code
Our team will design, build, and test your personalized solution with your involvement to ensure your needs are met when we deliver our scalable Salesforce adoption plan.
What We Offer
- Salesforce Professional Services – This covers planning, consulting, support, and other services to optimize your organization’s potential through CRM.
- Salesforce CRM Integration – We’ll help you integrate the CRM solution through training, guidance while it’s being implemented, and more.
Depending on your budget, you can choose from one of our monthly packages below or let us assess your project and provide a fixed-price basis agreement. If you go with a fixed-price basis, you ensure risk reduction and commitment.
Admin On-Call
Custom Admin Time: Minimum 60 Hours Monthly or Bucket- User Login Support
- Field Creation to Production with Documented UAT
- Field Creation to Sandbox with Documented UAT
- Field Creation to Multiple Sandboxes Documented UAT
- Sales Cloud Report Configuration
- Sales Cloud Dashboard Creation
- User Training
- Train the Trainer, including SOP Documentation
- Custom Training Videos for your Org
- Included Monthly Support Hours: Custom
Admin On-Call
Full: 32 Hours Monthly or Bucket Package- User Login Support
- Field Creation to Production with Documented UAT
- Field Creation to Sandbox with Documented UAT
- Field Creation to Multiple Sandboxes Documented UAT
- Sales Cloud Report Configuration
- Sales Cloud Dashboard Creation
- User Training
- Train the Trainer, including SOP Documentation
- Custom Training Videos for your Org
- Included Monthly Support Hours: 32
Admin On-Call
Plus: 16 Hours, Monthly or Bucket Package- User Login Support
- Field Creation to Production with Documented UAT
- Field Creation to Sandbox with Documented UAT
- Field Creation to Multiple Sandboxes Documented UAT
- Sales Cloud Report Configuration
- Sales Cloud Dashboard Creation
- User Training
- Train the Trainer, including SOP Documentation
- Custom Training Videos for your Org
- Included Monthly Support Hours: 16
Admin On-Call
Billed Upon Consumption, no Minimum Contract- User Login Support
- Field Creation to Production with Documented UAT
- Field Creation to Sandbox with Documented UAT
- Field Creation to Multiple Sandboxes Documented UAT
- Sales Cloud Report Configuration
- Sales Cloud Dashboard Creation
- User Training
- Train the Trainer, including SOP Documentation
- Custom Training Videos for your Org
- Monthly Support Hours billed upon Consumption
Benefits of Salesforce CRM Implementation and Professional Services
Make Your Operations More Efficient
Our team has worked on various automated sales and customer-related processes, like offering promotions, sorting cases based on urgency, and following up on opportunities.
We provide automated business processes based on your needs. Choose from our default Salesforce automation functionality or code-based customization.
A Solution for End Users
You can rely on us to deliver a solution that’s easy to use for end users, like your sales managers, sales personnel, and customer service representatives. We are confident that end users will adapt when Salesforce CRM implementation has started.
A Structured Approach to Solution Delivery
To ensure the success of the project, we take a phase-based approach. This way we can meet your needs without going over the budget. For larger projects, we deliver the key processes first, then roll out the remaining functionalities later on.
Alternatively, we also do one-time delivery if this is what you want for your project.
Why Choose Us
Cloud Adoption Solutions provides Salesforce consulting and implementation services to clients across various industries, including healthcare/life sciences, financial and professional services, and technology sectors. We can provide proven strategies and recommendations tailored to your line of work.
Managed Services
We designate an administrator to coordinate with you throughout the project. Among other tasks, they will be the one to check for critical updates, clean up reports and dashboards, and review setup audit trails.
Sales Ops as a Service
You can rely on us to deliver a solution focused on your Sales Ops, with your sales and pipeline goals in mind. We will provide a scalable plan that involves actionable measures.
Partner Services
Our team will modify your plan for a 360 tech stack to ensure a straightforward user experience and a user-focused interface. The goal is to boost productivity for your sales, service, and operations teams.
Business Process Automation
Make your operations more efficient by eliminating repetitive tasks. Your team can focus more on handling clients and sales operations by automating your business operations.
Contact Us
For questions and inquiries about our Salesforce professional and CRM consulting services, fill out the form below. Our sales team will get back to you as soon as they can.
Important Note
Keep in mind that all admin on-call services include Salesforce administrator duties, weekly governance, and transparent practices.
Admin On-Call services do not include Development services, which will be billed separately. Longer contract terms include multi-year discounts on monthly fees.
Cloud Adoption Solutions
+1 (412)-223-SELL
Call Us
Cloud Adoption Solutions is a 100% woman-owned, fully registered and certified Salesforce.com partner.
Our HQ is in Pittsburgh, PA, and we are also located in Philadelphia, PA; Washington, DC; Asheville, NC.
We work with small and medium businesses in healthcare/life sciences, professional services, and technology sectors.
