Ongoing AdminSupport

CPQ Support &

Optimization

Automation & Process Improvement

Day-to-day platform management so your Salesforce stays clean, secure, and working the way your team needs it to.​

  • User management & access control

  • Troubleshooting & issue resolution

  • Reports & dashboard maintenance

  • Data cleanup & quality management

  • Monthly health check report

  • Sandbox testing before deployment

Keep your quoting engine accurate and your sales team moving, from pricing errors to bundle configuration.

  • Quote errors & pricing rule issues

  • Product & bundle configuration

  • Discount approval workflows

  • Order & amendment support

  • CPQ process improvements

  • Pre-deployment CPQ validation

Services

Reduce manual work, eliminate recurring errors, and build processes that scale with your business.

  • Flow creation & optimization

  • Validation rule improvements

  • Reducing manual data entry

  • Improving data accuracy

  • Streamlining approval workflows

  • Process documentation

Consulting packages that grow
with you

Essential

All plans include a 3-month minimum commitment. Overage billed at $95/hour. Full service details available upon request.

Request Full Service & Pricing Guide.

Not included:

Full CPQ / SF implementations

Major org migrations

Custom development (Apex / LWC)

Third-party integrations

Growth

Partner

$2,500/Month

Up to 20 hours /month

$4,000/Month

Up to 40 hours /month

$6,000/Month

Up to 60 hours /month

  • Everything in Essential

  • CPQ support & optimization

  • Flow builds & automation

  • Sandbox testing

  • Process documentation

  • User management & access

  • Basic troubleshooting

  • Reports & dashboards

  • Monthly health report

  • Everything in Essential

  • CPQ support & optimization

  • Flow builds & automation

  • Sandbox testing

  • Process documentation