Salesforce Quick Start Packages

Decided to start using Salesforce? We offer quick-start packages to help you implement
Salesforce from the scratch the best way for your organization.

Quick Start

$5,500

2-3 weeks

  • 1 end-user training class, up to 10 attendees per class
  • Up to 20 total custom Fields

All you need for a quick start with Salesforce. Includes custom fields setup, user configuration, end-user training, post-go-live support, and data import help.

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Quick Start Plus

$9,500

3-4 weeks

  • 2 end-user training classes, up to 10 attendees per class
  • Up to 30 total custom Fields
  • Custom Reports

Perfect fit for teams that need custom reports, extended Admin and End-user training, integration help.

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Compare Plans

 

DetailsQuick StartQuick Start Plus
Price$5,500$9,500
Duration2-3 weeks3-4 weeks
Discovery / Business Process Review2 hours to review the business process
Configure UsersConfigure up to 10 Salesforce usersConfigure up to 20 Salesforce users
# of Custom FieldsUp to 20 total custom Fields, to be set up across all main Objects (Accounts, Contacts, Opportunities)Up to 30 total custom Fields, to be set up across all main Objects. (Accounts, Contacts, Opportunities, Leads)
User Training1 end user training classes, up to 10 attendees per class2 end-user training classes, up to 10 attendees per class
Follow-up Support5 hours dedicated to post-go-live support for more than 3 weeks after the completion of QuickStart.
# of Custom ReportsUp to 5 hours dedicated to Custom Reports
Custom Dashboard Charts or GraphsUp to one (1) Dashboard containing three (3) Simple Reports
Admin Training1 Admin Training class
Gmail or Outlook
Integration
Included (Salesforce offered integrations)
Import dataImport of one (1) data file – ready-to-import, single sheet CSV or Excel workbook for Leads or Accounts/Contacts (maximum of 2,000 records). Map Lead, Account/Contact, and/or Opportunity data fields to related Salesforce fields.Import of one (1) data file – ready-to-import, single sheet CSV or Excel workbook for Leads or Accounts/Contacts (maximum of 3,000 records). Map Lead, Account/Contact, and/or Opportunity data fields to related Salesforce fields
Additional-out
of scope

  • Custom Workflows or Approvals

  • Complex Custom dashboards

  • Installation lof AppExchange packages

  • Setting up Custom User Profiles

  • Custom Sales Processes

  • Integration with other systems including payment-processing integration

  • Data export/extraction or cleansing of data

  • Custom code

  • Visualforce pages

  • Portals

Request help with your Salesforce implementation

Delegate to us tasks of any complexity: from simple configurations to a Salesforce app development

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Clients about Ascendix

Hunter Kennedy
Vice President, Source Energy Partners

We were using disparate systems for our customer resource management and project management. After extensive conversations, Ascendix created a custom salesforce environment for us that integrated customer relationship and project management. Our incoming acquisition opportunities are identified and logged into our system at 2-3x the rate they were using previous tools.

Robert Sattler
Principal, Cresa New York

Ascendix helped us move things from Excel spreadsheets to Salesforce. We felt comfortable that Ascendix would not disappear when we needed the help. They really worked with us to get everything over as consistently as we possibly could. I remember I was thinking that we would probably have 50% success with our data imports, but we got it to 85-90%, so everything is converted over. We just felt like they were very hands-on and if we needed something, we could just pick up the phone and call them.

Zachary F. Weiss
Managing Partner, SAB Capital

We hired Ascendix to help us design a proprietary CRM system built on top of Salesforce. We interviewed many Salesforce/CRM developers and decided to work with Ascendix based on their track record and specific experience working with commercial real estate platforms. They have a fantastic turnkey product for commercial real estate companies, but given our unique needs, we decided to engage them to design a proprietary system that incorporated some of their signature systems such as their mapping app. Everything the team did was impressive. From top-notch communication to product development.

David Noble
Vice President of Market Research, Hanna Langholz Wilson Ellis

When searching for a replacement to our existing CRM system, our situation presented several challenges, the most significant of which was the fact that our individual offices were all using different systems. Different systems meant different processes and different workflows for the users. It also meant that the data migration process would be multiplied by the number of systems that we used. After our initial discussion with the Ascendix team, we quickly realized that we were speaking with a partner in this process, someone as invested in our success as we were.

Frequently Asked Questions

My team has unique needs. Do you have custom plans?

Sure! We work with projects of any size and will be happy to come up with a custom offer for your organization. Please contact us to discuss your project.

Where is your team located?

Our team is located in Dallas, United States, and in multiple cities in Ukraine (Eastern Europe).

We are Dynamics 365 users and want to migrate to Salesforce. Can you help?

Yes. Ascendix is a Salesforce certified and Microsoft Dynamics 365 partner. We know both systems very well and regularly help companies migrate from Dynamics 365 to Salesforce and vice versa. Learn more about our Salesforce consulting services.

Why Ascendix?

Thanks for asking. Ascendix was founded in 1996 as a sales force automation company. Today, we are experts in all related to Salesforce and offer complete services including custom software development, cloud migration, and ongoing support. Check our case studies to learn about projects we delivered.

  • 25 years in the CRM business
  • 19 years of Salesforce experience
  • 17 CRM products and apps
  • 2 AppExchange apps and thousands of Salesforce users we support
  • 150+ professionals on board
  • Salesforce Certified Developers, App Builders, and Admins
  • Onshore and Offshore engagement models for cost compression
  • Top CRM consulting & custom software development company on Clutch.co

Is Salesforce license included?

No. You need to buy a Salesforce license separately. Contact us to learn about available pricing options and tips to select the optimal plan.

Do you have special offers?

Yes! Companies that sell, lease, invest, or manage commercial real estate can significantly save on Salesforce implementation with our AscendixRE CRM product on top of Salesforce. We’ve already prebuilt all essential objects, fields, reports you need for daily work. Learn more about AscendixRE.

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