My Services
Ongoing Salesforce Support
$800.00
Teams that want a dedicated CRM partner without hiring full time.
Includes:
• CRM administration
• Reporting enhancements
• User support
• System improvements
• Strategy guidance
• Up to 8 hours of support per month
• One monthly review meeting
Business Systems Assessment
$500.00
Businesses that know something is broken but aren't sure where to start.
Includes:
• 60-minute discovery session
• CRM and process review
• Reporting review
• Written recommendations
• Prioritized action plan
Zoho Foundation
$1,750.00
CRM setup and configuration
Includes:
• CRM setup and configuration
• Up to 3 dashboards
• Documentation
• Training session
Explore my range of services designed to help you move forward with confidence, wherever you're headed next.
Salesforce Automation & Integrations
$750.00
Teams ready to eliminate manual work and connect their tools.
Includes:
• Workflow automation
• Flow development
• CRM integrations
• Process improvements
Custom quote based on complexity.
Salesforce Cleanup & Visibility
$1,500.00
Existing Salesforce customers who need visibility and organization. Includes: • CRM health review • Data quality review • Up to 3 dashboards • Up to 10 custom fields • Basic cleanup and configuration • Documentation summary • One training session
Zoho Starter
$750.00
CRM review
Includes:
• CRM review
• Configuration adjustments
• Up to 2 dashboards
• Walkthrough session
Salesforce CRM Implementation
$2,500.00
Teams setting up their first CRM or migrating to a new one.
Includes:
• CRM setup and configuration
• User setup
• Core object configuration
• Basic reporting
• Data import
• Training session
Custom quote based on scope.
Zoho Support
$800.00
Ongoing administration
Includes:
• Ongoing administration
• Reporting
• User support
• Enhancement requests
• Up to 8 hours of support per month
• One monthly review meeting
Ready to make customer relationships easier?
Send us a quick message—let’s build a smarter, happier CRM together!