1. Blueprint
We map your current state with the people who own the process, agree what success looks like, and confirm scope, data, and decisions before any build starts.
Salesforce for SMB
Sales Cloud or Service Cloud implementation for small and mid-market teams. Get up and running with core CRM, pipeline visibility, and Agentforce-ready foundations.
From $8K – Request full details and a tailored proposal from a senior architect.
What's included
- Sales or Service Cloud setup
- Pipeline and activity visibility
- Core lead-to-opportunity workflows
- Agentforce-ready data foundations
Fixed-scope, fixed-price. No surprises.
Leads routed directly to Salesforce – no middleman.
Is Salesforce for SMB right for you?
Salesforce for SMB is usually the right starting point when:
- You are a small or mid-market team and need Salesforce running quickly without enterprise overhead
- Pipeline visibility today depends on spreadsheets or individual inboxes
- You want to adopt Agentforce later without rebuilding your CRM first
How the package runs
Every package follows the same three-phase methodology we use on larger programs, scaled to a fixed scope and a fixed price.
2. Execute
A senior architect leads delivery in short increments, so you see working configuration as it is built rather than waiting for a single reveal at the end.
3. Go-live & govern
We land the change with documentation, training, and governance guardrails, then hand the org to your team with a clear view of what to do next.
Salesforce for SMB: frequently asked questions
Comparing options? See all implementation packages or talk to an architect about a custom scope.