Guided Services

Guided Services


Lean on us for continuous, dedicated guidance through any of our monthly plans for there-whenever-you-need-us support spread across our experienced team.

Let's chat over a free 1-hour consultation to discuss the plan that's best for your business needs, or ask about our 6-month and 1-year subscription discounts!

What's Included

Documentation
Instructional walkthroughs
System maintenance
End users training
User adoption
Issue and bug resolution
Reports and dashboards
Best practice analysis
Salesforce consulting
Business process consulting
Ongoing support
Robust team of certified Salesforce experts ready to help

Monthly Service Plan Options

The Lite Service Plan includes 20 support hours per month.

LITE

Standard starting Guided Service plan

The Deluxe Service Plan includes 50 support hours per month.

DELUXE

BONUS: Includes administrator training!

The Premium Service Plan includes 100 support hours per month.

PREMIUM

Includes everything in the Deluxe plan PLUS on-demand response* 

*response within 1-2 business hours
The Unlimited Service Plan includes unlimited support hours per month.

UNLIMITED

Includes everything in the Premium plan PLUS we will: 

delegate cloud computing
manage Salesforce operations
support business operations
export results
Free Consultation