Salesforce Service Plans

sf-service-plan

TopLine Results Corporation is the premier Salesforce consulting company in North America. Our staff of experienced and certified professionals across multiple states ensures your company the best and most reliable Salesforce experience available anywhere. With affordable service packages — including our comprehensive Performance+ Service Plan — we can meet every company’s budget and wish list!

Jump Start Salesforce

Premium Startup*: $7,500

  • Needs analysis and project review:
    up to 4-hours
  • Security profiles: up to 5 profiles
  • Workflow automation: up to 5
    basic workflows
  • Templates: up to 5 email templates
  • Set up Leads, Contacts, Accounts & Opportunities: up to 12 custom fields
    per form
  • Scripting: up to 2 hours of basic scripting
  • Products: 1 price book with up to 10 products
  • Dashboards: up to 6 simple reports
  • One CSV file import for contacts/accounts
  • Custom training: new user Salesforce
    introductory training

Service Plans are the Key to Success

Essential Service Plan
$25/user per month

5-user minimum

  • Phone, email and
    online support
  • Support log report
  • New user configuration
  • Security role assignment
  • Outlook integration setup
  • Deduplication rules setup
  • Salesforce1 Mobile
    App support
  • System view creation
  • Chatter configuration
  • TopLine video
    series training
  • TopLine Getting
    Started guide
  • Monthly general training

Performance Service Plan $60/user per month

10-user minimum

  • 1 CSV import for Accounts/Contacts
  • Field changes
  • Page layout customizations
  • Sales path development
  • Workflow automation
  • Dashboards from
    existing reports
  • Advanced queries
  • Email template support
  • Custom CRM training

Essential Plan included

Performance+ Service Plan $85/user per month

10-user minimum

  • Database design meetings
  • Periodic database reviews
  • Classic/Lightening
    conversion analysis
  • Project management
  • Administrator training
  • Web-to-lead setup
  • Development documentation
  • Marketing strategy session
  • Marketing campaign coaching
  • Custom CRM training videos

Startup Plan included
Essential Plan included
Performance Plan included

Note: Please request a formal proposal for complete details and features.

Service Plans – What’s Included

Services Essential Plan
$25/user per month
Performance Plan
$60/user per month
Performance+ Plan
$85/user per month
Phone, email & online support
Outlook integration setup
New user configuration
Security role assignment
Salesforce1 Mobile support
Deduplication rules setup
Public view creation
Support log and report
New user general training (monthly)
Training video library
Getting Started guide
Chatter configuration
Field customizations (*)
Page layout customizations (*)
Sales path development
Dashboards from existing reports
Workflow automation
Advanced queries
Email template support
Customized instructor-led training
One CSV import for Contacts/Accounts
Database design meetings
Periodic database reviews
Classic/lightening conversion analysis
Project management
Administrator training (2 sessions/year)
Development documentation
Marketing strategy session
Marketing campaign coaching
Web-to-lead setup
Premium Startup ($7,500 value)

*Please request a formal proposal for complete details. Pricing is per-user, per-month, quarterly payments required. Development services based on main entities: account, contact, opportunities leads and cases.