LM Basic
Starts at
$1,500
Subscribe |
Silver
Starts at
$2,500
Subscribe |
Gold
Starts at
$4,000
Subscribe |
Platinum
Starts at
$6,000
Subscribe |
Feature Comparison
|
- Custom Field Creation
- List View Creation
- Basic Dashboard and Report Creation
- User Management
- Einstein Activity Capture
- Out of the Box Cadence Creation
- Queue and Assignment Rules
- Duplicate / Matching Rules
|
- Custom Field Creation
- List View Creation
- Basic Dashboard and Report Creation
- User Management
- Einstein Activity Capture
- Out of the Box Cadence Creation
- Queue and Assignment Rules
- Duplicate / Matching Rules
- Customize Lightning Page Layouts
- Record Type Management
- Custom Path / Settings Management
|
- Custom Field Creation
- List View Creation
- Basic Dashboard and Report Creation
- User Management
- Einstein Activity Capture
- Out of the Box Cadence Creation
- Queue and Assignment Rules
- Duplicate / Matching Rules
- Customize Lightning Page Layouts
- Record Type Management
- Custom Path / Settings Management
- Advanced Dashboard and Report Creation
- Custom user Profiles and Permission Sets
- Advanced Cadence Creation
- Customize Lightning Homepages
- Basic Campaign Management
|
- Custom Field Creation
- List View Creation
- Basic Dashboard and Report Creation
- User Management
- Einstein Activity Capture
- Out of the Box Cadence Creation
- Queue and Assignment Rules
- Duplicate / Matching Rules
- Customize Lightning Page Layouts
- Record Type Management
- Custom Path / Settings Management
- Advanced Dashboard and Report Creation
- Custom User Profiles and Permission Sets
- Advanced Cadence Creation
- Customize Lightning Homepages
- Advanced Campaign Management
|
What’s included
Pre Implementation
|
- 1 Onboarding Meeting
- 1 Monthly Engagement Meeting (30 mins)
- 1 Quarterly Review Meeting
|
- 1 Onboarding Meeting
- 2 Monthly Engagement Meeting (30 mins)
- 1 Scheduled Client Defined Coaching Session
- 1 Quarterly Review Meeting
|
- 1 Onboarding Meeting
- 2 Weekly Engagement Meeting (30 mins) – during implementation
- 1 Bi-Weekly Engagement Meeting (30 mins) – post implementation
- 1 Scheduled Client Defined Coaching Session
- 1 Quarterly Review Meeting
|
- 1 Onboarding Meeting
- 3 Weekly Engagement Meeting (30 mins) – during implementation
- 1 Weekly Engagement Meeting (30 mins) – post implementation
- 2 Scheduled Client Defined Coaching Session
- 1 Quarterly Review Meeting
|
Post Implementation
|
- 1 Onboarding Meeting
- 1 Monthly Engagement Meeting (30 mins)
- 1 Quarterly Review Meeting
|
- 1 Onboarding Meeting
- 2 Monthly Engagement Meeting (30 mins)
- 1 Scheduled Client Defined Coaching Session
- 1 Quarterly Review Meeting
|
- 1 Onboarding Meeting
- 2 Weekly Engagement Meeting (30 mins) – during implementation
- 1 Bi-Weekly Engagement Meeting (30 mins) – post implementation
- 1 Scheduled Client Defined Coaching Session
- 1 Quarterly Review Meeting
|
- 1 Onboarding Meeting
- 3 Weekly Engagement Meeting (30 mins) – during implementation
- 1 Weekly Engagement Meeting (30 mins) – post implementation
- 2 Scheduled Client Defined Coaching Session
- 1 Quarterly Review Meeting
|
Automation Services
|
Discrete Work – Add on services |
- Includes two new Flows per month
|
- Includes two new Flows per month
|
- Includes two new Flows per month
|
Data Migration Service
- Initial Data Migration across Leads, Opportunities, and Accounts
- 3rd Party Data Cleansing Services
- Deduplication Services
|
Discrete Work – Add on services |
Discrete Work – Add on services |
Discrete Work – Add on services |
- Initial Data Migration across Leads, Opportunities, and Accounts
|
Integration Services
|
Discrete Work – Add on services |
- Basic Support for existing Zapier Flows
- Basic CTI Support for Current Installation
- New Integrations are Discrete Work – Add on services
|
- Basic Support for existing Zapier Flows
- Basic CTI Support for Current Installation
- New Integrations are Discrete Work – Add on services
|
- Basic Support for existing Zapier Flows
- Basic CTI Support for Current Installation
- New Integrations are Discrete Work – Add on services
|
Support Request Process
|
- Access to Knowledge Base
- Web to Case Creation Only
|
- Access to Knowledge Base
- Web to Case Creation Only
|
- Access to Knowledge Base
- Web to Case Creation Only
|
- Access to Knowledge Base
- Web to Case Creation Only
|
SLA
|
- 48 Hours based on time of ticket submission
- Resolution Time Base on Tickets
|
- 48 Hours based on time of ticket submission
- Resolution Time Base on Tickets
|
- 48 Hours based on time of ticket submission
- Resolution Time Base on Tickets
|
- 224 Hours based on time of ticket submission
- Resolution Time Base on Tickets
|
Plan Additions
Development Services
- Custom Code
- APEX Code
- APEX Triggers
- Custom Metadata
- Custom Settings
|
Discrete Work – Add on services |
Discrete Work – Add on services |
Discrete Work – Add on services |
Discrete Work – Add on services |
Coaching Services
- Business Process Best Practices
- Business Process Optimization
- Redefine Business KPIs
- Campaign Management
- User Adoption
|
Discrete Work – Add on services |
Discrete Work – Add on services |
Discrete Work – Add on services |
Discrete Work – Add on services |
Client Admin Training Services
|
Discrete Work – Add on services |
- 1x Salesforce Admin Certification Guidance
- Admin guide to Salesforce Trailhead
|
- 1x Salesforce Admin Certification Guidance
- 1 Monthly Admin coaching sessions
- Admin guide to Salesforce Trailhead
|
1x Salesforce Admin Certification Guidance
2 Monthly Admin coaching sessions
Admin guide to Salesforce Trailhead |