Get Started Package: Launch or Transform Your Salesforce Experience


The Get Started Package is designed to get your Salesforce system up and running—or take your existing setup to the next level. We’ll handle system setup, data migration, custom apps, workflows, and integrations (like MassMailer), ensuring your Salesforce aligns with your organization’s goals. With experience managing Salesforce for an 8,000-member association, we’ll set you up for long-term success.

  • What’s Included:

    • System setup and configuration

    • Data migration and cleanup

    • Custom apps, workflows, and reports

    • Initial training for your team

  • Who It’s For: Nonprofits, small businesses, and associations looking to implement or overhaul Salesforce.

  • Pricing: Starting at $3,000, depending on scope.