Plans & Pricing

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Premier Support
$1,500/mo

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Most Popular

Silver
$2,500/mo

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Gold
$4,000/mo

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Platinum
$6,000/mo

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Monthly Price

Additional taxes may apply depending on your country.

Premier Support

$1,500

Silver

$2,500

Gold

$4,000

Platinum

$6,000

Feature Comparison

Declarative Services

LM Basic
  • 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
Silver
  • 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
Gold
  • 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
Platinum
  • 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 Implamentation

LM Basic
  • 1 Onboarding Meeting
  • 1 Monthly Engagement Meeting (30 mins)
  • 1 Quarterly Review Meeting
Silver
  • 1 Onboarding Meeting
  • 2 Monthly Engagement Meeting (30 mins)
  • 1 Scheduled Client Defined Coaching Session
  • 1 Quarterly Review Meeting
Gold
  • 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
Platinum
  • 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 Implamentation

LM Basic
  • 1 Onboarding Meeting
  • 1 Monthly Engagement Meeting (30 mins)
  • 1 Quarterly Review Meeting
Silver
  • 1 Onboarding Meeting
  • 2 Monthly Engagement Meeting (30 mins)
  • 1 Scheduled Client Defined Coaching Session
  • 1 Quarterly Review Meeting
Gold
  • 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
Platinum
  • 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

LM Basic

Discrete Work – Add on services

Silver
  • Includes two new Flows per month

Gold
  • Includes four new Flows per month

Platinum
  • Includes four new Flows per month

Data Migration Service

  • Initial Data Migration across Leads, Opportunities, and Accounts
  • 3rd Party Data Cleansing Services
  • Deduplication Services
LM Basic

Discrete Work – Add on services

Silver

Discrete Work – Add on services

Gold

Discrete Work – Add on services

Platinum
  • Initial Data Migration across Leads, Opportunities, and Accounts

Integration Services

LM Basic

Discrete Work – Add on services

Silver
  • Basic Support for existing Zapier Flows
  • Basic CTI Support for Current Installation
  • New Integrations are Discrete Work – Add on
  • services
Gold
  • Basic Support for existing Zapier Flows
  • Basic CTI Support for Current Installation
  • New Integrations are Discrete Work – Add on services
Platinum
  • Basic Support for existing Zapier Flows
  • Basic CTI Support for Current Installation
  • New Integrations are Discrete Work – Add on services

Support Request Process

LM Basic
  • Access to Knowledge Base
  • Web to Case Creation Only
Silver
  • Access to Knowledge Base
  • Web to Case Creation Only
Gold
  • Access to Knowledge Base
  • Web to Case Creation Only
Platinum
  • Access to Knowledge Base
  • Web to Case Creation Only

SLA

LM Basic
  • 48 Hours based on time of ticket submission
  • Resolution Time Base on Tickets
Silver
  • 48 Hours based on time of ticket submission
  • Resolution Time Base on Tickets
Gold
  • 48 Hours based on time of ticket submission
  • Resolution Time Base on Tickets
Platinum
  • 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
LM Basic

Discrete Work – Add on services

Silver

Discrete Work – Add on services

Gold

Discrete Work – Add on services

Platinum

Discrete Work – Add on services

Coaching Services

  • Business Process Best Practices
  • Business Process Optimization
  • Redefine Business KPIs
  • Campaign Management
  • User Adoption
LM Basic

Discrete Work – Add on services

Silver

Discrete Work – Add on services

Gold

Discrete Work – Add on services

Platinum

Discrete Work – Add on services

Client Admin Training Services

LM Basic

Discrete Work – Add on services

Silver
  • 1x Salesforce Admin Certification Guidance
  • Admin guide to Salesforce Trailhead
Gold
  • 1x Salesforce Admin Certification Guidance
  • 1 Monthly Admin coaching sessions
  • Admin guide to Salesforce Trailhead
Platinum
  • 1x Salesforce Admin Certification Guidance
  • 2 Monthly Admin coaching sessions
  • Admin guide to Salesforce Trailhead
Monthly Price

Additional taxes may apply depending on your country.

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

Frequently Asked Questions

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