Salesforce Consulting Packages

Organize and set your CRM up and running

Salesforce iPad


Salesforce is a customizable top-notch cloud CRM system. When you acquire licenses for Salesforce it can be customised to better meet your needs, Salesforce has some already built-in business processes and business data and we can tune it to work best for you.
Your data will have the fields and the values that you need in your analysis and we will make sure that the data is populated in automated ways. For instance we will help you set up the html forms to collect your leads and connect your gmail so that all emails related to your accounts are recorded.
See the description of our packages below for a detailed step by step analysis of what we will do together.



  • We created a finely tuned service request handling process for health care industry. In this scenario nurses had to reach patients and report the updates from the visits. We automated all the request dispatching, warehouse updates and monthly reporting. We had one on one training sessions with the team Leaders.

    Adecco Outsourcing - Merck Serono Adecco - Merck Serono
    Enterprise and Communities
  • We worked together identifying the main characteristic each contact of the Fondazione had so that they could be clustered an analyzed. We set up the html form web to lead and the gmail integration. Finally we had training sessions with all the 5 users.

    Fondazione Ca Foscari Fondazione Ca Foscari
    Group Edition
  • Ondulit required an indepth analysis of the sales process because it was performed by various internal and external agents. We tailored the Opportunities to take into accounts different referrals and project owners. We performed both off-site and on-site training to the sales team.

    Ondulit Ondulit
    Professional Edition


We offer two packages and the possibility to have a customized quote for your project. Most of the time this will be referred to Group, SalesforceIQ or Professional Editions, we can discuss if you have other types of licenses. Please refer to your Salesforce contact about the different licenses.

Analysis of the datamodel required by your business Implementation of the datamodel, custom and standard objects Creation of reports vertical on your data Different visibility for different users Web to lead HTML setup and graphic refinement of the form Email to Salesforce Analysis of advanced automation needed by your business Apex automated busienss actions Business Workflows Visualforce pages to tailor the user experience for your users Data quality

We have a track record of large clients but we have also worked with SME. Drop us a line and we will discuss your current scenario and what comparable projects we have done in the past to get a better feeling of what we can achieve together.