Salesforce Onboarding and Implementation

Empower Your Business with Seamless Salesforce Integration

Expertise: With years of experience in Salesforce consulting, our team has the knowledge and skills to handle any challenge.

Customization: We understand that no two businesses are alike. Our services are customized to align with your specific goals and requirements.

Support: From initial setup to ongoing support, we provide comprehensive assistance to ensure your Salesforce instance runs flawlessly.

Efficiency: Our proven methodologies and best practices ensure a quick and effective implementation process, minimizing downtime and maximizing productivity.

Your questions answered

Our services include:

  • Initial consultation and needs assessment
  • System configuration and customization
  • Data migration from existing systems
  • Integration with other software and tools
  • User training and adoption strategies
  • Post-implementation support and maintenance

Costs vary based on the scope and complexity of your project. We offer a range of packages and can provide a customized quote after an initial consultation. Our goal is to deliver value while ensuring the solution meets your business needs.

Our team uses proven data migration strategies to ensure your existing data is accurately and securely transferred to Salesforce. This process includes data mapping, cleansing, validation, and testing to ensure data integrity and quality.

The timeline for Salesforce implementation varies depending on the complexity and size of the project. A typical implementation can take anywhere from a few weeks to several months. We will provide a detailed project timeline after assessing your specific requirements.

We offer comprehensive post-implementation support, including:

  • Troubleshooting and issue resolution
  • Ongoing system maintenance and updates
  • User support and training refreshers
  • Additional customization and enhancements as your needs evolve

Yes, Salesforce can be integrated with a wide range of other systems and applications, including ERP, marketing automation, and customer support tools. We use APIs and middleware solutions to ensure seamless integration.

Still have unanswered questions?

Get connected with our team and we'll be happy to answer any questions

Our flexible pricing plans

Discover the Perfect Plan for Your Needs! At LeadMetrix, we believe in choice and affordability.

Choose the pricing plan that suits your goals, whether you're a small business or a growing enterprise.

Salesforce Basic

12,500 nis (+VAT)

Strategic Meeting
2 Sessions
Set Sandbox
1 Refresh
Create Fields
Lead, Contact, Account
Create Workflows
Up to 5 basic workflows
Workflow examples:
  • Lead Conversion
  • Status Change
  • Automatic Tasks
  • Automatic Notification to Owner
  • Open Opportunity from Lead
  •  
Create Reports and Dashboards
  • 5 Basic Sales Reports
  • 3 Basic Sales Dashboards
Custom Objects
X
3rd Party Integrations
1 Integration
Engage Stakeholders
3 Sessions
Service/Support Hours
10 Hours
Training
Access to training videos
 
Data Migration
Basic Upload (Accounts/Contacts/Leads)

Salesforce Enterprise

17,000 nis (+VAT)

Strategic Meeting
4 Sessions
Set Sandbox
2 Refresh
Create Fields
Lead, Contact, Account, Opportunity, Cases
Create Workflows
Up to 5 basic workflows
Workflow examples:
  • Lead Conversion
  • Status Change
  • Automatic Tasks
  • Automatic Notification to Owner
  • Open Opportunity from Lead
  • + 3 revisions
Create Reports and Dashboards
  • 7 Basic Sales Reports
  • 6 Basic Sales Dashboards
Custom Objects
1 Custom Object
3rd Party Integrations
2 Integrations
Engage Stakeholders
4 Sessions
Service/Support Hours
15 Hours
Training
Access to training videos
+3 frontal training hours
Data Migration
Upload all historical data (+Activities)

Salesforce Premium

20,300 nis (+VAT)

Strategic Meeting
5 Sessions
Set Sandbox
4 Refresh
Create Fields
Lead, Contact, Account, Opportunity, Cases
Create Workflows
Up to 5 basic workflows
Workflow examples:
  • Lead Conversion
  • Status Change
  • Automatic Tasks
  • Automatic Notification to Owner
  • Open Opportunity from Lead
  • + 5 revisions
Create Reports and Dashboards
  • 10 Basic Sales Reports
  • 7 Basic Sales Dashboards
Custom Objects
3 Custom Objects
3rd Party Integrations
3 Integrations
Engage Stakeholders
4 Sessions
Service/Support Hours
20 Hours
Training
Access to training videos
+5 frontal training hours
Data Migration
Upload all historical data (+Activities)

Meet our clients

Take a look at some of the organizations we proudly work with.

From Web development, marketing/sales operations consultancy to feet-on-the-ground support with WordPress, HubSpot, Salesforce, Eloqua, Pardot, Marketo or a whole host of other platforms, LeadMetrix have got you covered.

About Us

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Accelerating Your Sales and Marketing Success

Accelerating Your Sales and Marketing Success

Accelerating Your Sales and Marketing Success

Accelerating Your Sales and Marketing Success