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Monthly Managed Services

Effortlessly empower your business with our Monthly Managed Services.

Plans and pricing

Flexible plans, competitive pricing - choose the right fit for your business with ease.

Tier I

$1,500/month

Some key features
  • Salesforce Sales Cloud Services Included: Lead and opportunity management, customization of fields, reporting and dashboards, user setup and management.
  • Salesforce Service Cloud Services Included: Case management, email-to-case setup, knowledge management, reporting and dashboards, user setup and management.
  • HubSpot Services Included: Contact management, email marketing, lead capture forms, lead scoring, basic reporting.
  • Hours Included: 10 hours per month
  • Up to 5 Users

Tier II

$3,000/month

Some key features
  • Salesforce Sales Cloud Services Included: All services from Tier 1 plus territory management, forecasting and quota management, product and pricebook management.
  • Salesforce Service Cloud Services Included: All services from Tier 1 plus service entitlements, escalation rules, service contracts and entitlements, CTI integration.
  • HubSpot Services Included: All services from Tier 1 plus lead nurturing, lead segmentation, advanced reporting.
  • Hours Included: 20 hours per month
  • 6-15 Users
Buy Tier II now

Tier III

$6,000/month

Some key features
  • Salesforce Sales Cloud Services Included: All services from Tier 2 plus advanced reporting and analytics, marketing automation integration, collaboration and approval workflows.
  • Salesforce Service Cloud Services Included: All services from Tier 2 plus advanced reporting and analytics, customer community setup and management, advanced CTI integration.
  • HubSpot Services Included: All services from Tier 2 plus marketing automation, advanced lead nurturing, lead scoring and segmentation.
  • Hours Included: 40 hours per month
  • 16+ Users
Buy Tier III now

All plans include

Unlock the full potential of your business with our comprehensive plans.

  • Maintenance and Updates

    Ensure your Salesforce and/or HubSpot platforms are always up to date and running smoothly with regular maintenance and updates.

  • Integration

    Integration of Salesforce and/or HubSpot with other tools and systems used by your business.

  • Reporting and Analytics

    Customized reports and analytics to help you track and measure the success of your sales and marketing efforts.

  • Customization & Configuration

    Customization and configuration of your Salesforce and/or HubSpot platform to fit the specific needs of your business, including workflows, reports, and dashboards.

  • User Management

    Set up and manage user accounts for your team, including access levels and permissions.

  • Training and Support

    Provide training and support to help your team get the most out of your Salesforce and/or HubSpot platform.

Project Success with Our CRM Services.

Ready to elevate your Salesforce and HubSpot game? Let our experts handle your next project and deliver exceptional results.

Frequently asked questions

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What are the benefits of signing up for your monthly Salesforce and HubSpot services?

Our monthly services provide ongoing support and expertise to help your business get the most out of your Salesforce and/or HubSpot platform. By signing up, you'll have access to a team of experts who can help you with everything from customization and configuration to training and support.

What is included in the monthly flat rate for each tier?

Each tier includes a set number of hours per month for our team to work on your Salesforce and/or HubSpot platform. In addition, each tier includes specific services tailored to meet the needs of businesses with different user counts, such as lead and opportunity management, case management, and advanced reporting and analytics.

How are additional hours beyond the allotted amount billed?

Any additional hours beyond the allotted amount will be billed at an hourly rate of $185/hour for the three-tiered program. These rates are subject to change based on the complexity of the tasks and the scope of work involved.

How do I get started with your monthly Salesforce and HubSpot services?

Click the "Buy Now" button to choose your desired tier and submit your payment. A representative will then reach out to schedule an onboarding call and initial discovery session. Once complete, we'll begin providing ongoing support and expertise to help your business thrive on Salesforce and/or HubSpot.

How long is the contract for your monthly services?

We offer month-to-month contracts for our monthly services, so you can cancel at any time if needed. However, we recommend a minimum commitment of 3-6 months to see the full benefits of our services.

Why would I choose monthly support rather than hiring my own internal support staff or a freelancer?

Our monthly support services provide a cost-effective alternative to hiring internal support staff or a freelancer. With our services, you get access to a team of experts who can provide ongoing support and expertise for a flat monthly rate. This allows you to save on the costs of hiring, training, and managing internal staff, or the risk and uncertainty of working with a freelancer. Plus, our team has the experience and knowledge to handle all aspects of your Salesforce and/or HubSpot platform, providing comprehensive support for your business.