Salesforce Services
Sales Cloud implementation, optimization, and managed services for creative teams. Transparent pricing. No surprises.
QuickStart Packages
Pre-configured Salesforce implementations designed for creative firms. Fixed scope, fixed price, fast delivery.
Essentials
one-time
For firms under 15 people getting started with CRM.
- 2–3 week delivery
- Vertical-specific setup (agency, architecture, brewery)
- 5 reports + 2 dashboards
- Email integration (Gmail/Outlook)
- CSV data import
- 3 hours of training
- 2-week post-launch support
Growth
one-time
For scaling teams that need automation and integrations.
- 3–4 week delivery
- Everything in Essentials, plus:
- 5 workflow automations
- Asana integration included
- Up to 10,000 record migration
- 5 hours of training
- 1 month managed support
Scale
one-time
For established firms with complex requirements.
- 4–6 week delivery
- Everything in Growth, plus:
- Custom Apex/LWC development
- Experience Cloud portal
- Advanced analytics & Einstein
- Admin training included
- 3 months managed support (40 requests)
Need something custom? Let's talk about a tailored implementation.
Health Check & Rescue
Your Salesforce isn't working the way it should. We'll diagnose the problems and fix them.
Quick Check
one-time
Fast diagnostic when you need answers quickly.
- 3–5 business day turnaround
- Automated + 8hr expert review
- Security health score
- Data quality snapshot
- Top 10 findings report
- Quick-wins recommendation list
- 30-minute readout call
Deep Dive
one-time
Comprehensive audit across all seven domains.
- 1–2 week turnaround
- Full 7-domain audit:
- Security & permissions
- Data quality & hygiene
- Automation review
- Technical debt assessment
- Reporting & analytics
- User adoption metrics
- Integration health
- 90-day prioritized roadmap
- 1-hour strategy session
Rescue
one-time
When things are broken and you need them fixed now.
- Full Deep Dive audit included
- 8 hours of remediation work
- Fix top 3 critical issues
- Emergency security patches
- 2-hour user training session
- 30-day support follow-up
- Priority scheduling available
Managed Services
Ongoing Salesforce administration so you can focus on creative work. Predictable monthly pricing.
Daysail
month-to-month
Entry-tier support for smaller teams.
- 10 hours per month
- 24-hour response SLA
- Monthly check-in call
- User management
- Report maintenance
- Automation monitoring
- Release readiness reviews
Coastal
6-month minimum
Full support for growing teams.
- 25 hours per month
- 8-hour response SLA
- Bi-weekly strategy calls
- Automation building
- Data hygiene management
- Quarterly health audits
- 2 training sessions per quarter
Bluewater
12-month commitment
Premium support with a dedicated consultant.
- 45 hours per month
- 4-hour response SLA
- Weekly strategy sessions
- Custom development included
- Advanced analytics & reporting
- Quarterly ROI reviews
- Priority queue access
- Dedicated consultant
Asana + Salesforce Integration
Connect your CRM to your project management. See everything in one place.
Integration Sprint
Fixed-scope 2-week engagement. We audit both systems, configure 3–5 core workflows (won deal → project, status sync, resource planning), and deliver documentation plus training.
Book SprintManaged Integration
Ongoing sync monitoring, error resolution, workflow optimization, and quarterly reviews. Keep your Asana–Salesforce connection running smoothly.
Learn MoreIf you're currently using the native Asana–Salesforce integration, you'll need an alternative. We can help you transition smoothly.
Custom Development
Need something outside the packages? We build custom solutions too.
Lightning Components
Custom LWC components that extend Salesforce functionality for your specific workflows.
Apex Development
Server-side logic, triggers, batch processes, and complex business automation.
API Integrations
Connect Salesforce to any system with custom REST/SOAP integrations.
Custom projects are scoped and quoted individually. Book a discovery call to discuss your needs.
Not sure where to start?
Book a free 30-minute call. We will look at what you have got, tell you what is fixable, and give you honest advice. Even if that advice is you do not need us.