Salesforce and CRM audits
Review, organize, and strengthen this part of the customer operation according to the selected scope.
Turn messy data into a usable operating system
CRM & Data Management
CRM audits, cleanup, standardization, and RevOps workflows that make customer information easier to trust and use.
Built around the real operation
Bring structure to the work customers depend on.
The engagement starts with the supplied scope. Deliverables stay tied to the selected package or agreed custom project, without unsupported performance guarantees.
Duplicate cleanup and data standardization
Review, organize, and strengthen this part of the customer operation according to the selected scope.
Pipeline and stale-lead management
Review, organize, and strengthen this part of the customer operation according to the selected scope.
Validation rules, lead routing, and RevOps
Review, organize, and strengthen this part of the customer operation according to the selected scope.
Services & pricing
Choose the level of operational support that fits.
Each listed price is the daily service rate. Choose the exact number of service days at checkout, and the total will be calculated automatically before you pay.
Basic
Fast Health Audit & Roadmap
$150 / day
5-day standard delivery
A focused diagnosis of your Salesforce data health and the next management actions to take.
- Audit of up to 5,000 Salesforce records
- 10-page PDF roadmap
- Five actionable management insights
Standard
Data Cleanup & Standardization
$450 / day
14-day standard delivery
Hands-on cleanup and organization for a growing CRM database and pipeline.
- Up to 50,000 records
- Duplicate-record merging
- Five standardized pipeline stages
- Stale-lead fixes
Premium
Comprehensive RevOps Overhaul
$950 / day
30-day standard delivery
A comprehensive data and workflow overhaul for complex, high-volume CRM operations.
- 100,000+ records
- 10 validation rules
- Five lead-routing workflows
- Two executive SOPs