Get Started with ClearPoint and Salesforce

Take the next step in your Salesforce journey

Getting started packages

What We Offer

We designed our Getting Started packages to kickstart your Salesforce journey with ClearPoint at a low-cost, commitment-free entry point.

Below are our packages for organisations new to Salesforce and for organisations that already have Salesforce.

Choose what suits your needs

1: Salesforce Adoption Health Check

Your Salesforce system looks good, but staff adoption is low. It seems your people are not using the solution adequately or efficiently.
Together, we will look at what could be holding you back and identify what you need to succeed and achieve value from your Salesforce investment. Part of our Adoption Health Check is a plan to get your organisation on track to grow or better serve your customers.
We follow a two-step process:
Step 1: Short and sharp discovery phase with business stakeholder, technology stakeholders, and Salesforce solution review to prepare for what’s next;
Step 2: We create an action plan for your Salesforce “re-launch”.
The output action plan contains the recommended timings, cost configuration/development items, training material creation, communication plan, and adoption tips/tricks needed to effectively re-launch the Salesforce system within your business.
Output: Workshops + solution review + Action Plan summary report of recommendations, time and cost estimates.
Cost: $7k    |    Duration: 2 weeks

2: Salesforce System Health Check

How do you know if your existing Salesforce solution is evolving in alignment with your business? Have you maximised your return on investment or customised it too much?
Have you recently taken over responsibility for Salesforce in your company and want to understand its current state and uncover any risks?
Our system audit and health check looks at your Salesforce solution from a system and technical perspective. We will evaluate your Salesforce solution’s maintenance, performance, data quality, integration functionality, and best-practice configuration. Then, we’ll provide you with an actionable summary report to plan your next steps.
Output: Workshops + solution review + action plan summary report of risks, recommendations, time and cost estimates.
Cost: $7k    |    Duration: 2 weeks

3: Migration Assessment

Do you have an outdated CRM system? Are you using SugarCRM, Hubspot or Dynamics CRM, and not getting the expected benefits?
We will help you understand what is required to migrate to the world’s number one CRM, Salesforce. Our assessment will identify what is and isn’t working in your business that the CRM could address.
We unpack how a Salesforce migration can enhance your customer engagement or manage your internal processes.
As part of the process, we look at your modules, configuration, data, reporting, integrations, and customisations/modifications. Our assessment will outline the technical impact and likely costs of a move to Salesforce so that you can make an informed decision.
Output: Workshop + summary report of options, time and cost estimates.
Cost: $15k    |    Duration: 1-2 weeks

4: Rapid Start for Service Cloud or Sales Cloud

Focus on what you need to achieve success with our Acceleration packages.
Team up with ClearPoint with this starter package that kickstarts your cloud customer relationship management (CRM) journey. We will focus initially on either Service Cloud or Sales Cloud.
Together, we’ll review your team’s goals and challenges to find the best solution for you. This three-week initiative includes workshops where we’ll customise Salesforce’s standard out-of-the-box solution to your needs, dependant on your goals. Rapid Start for Salesforce delivers you a foundation CRM system.
Output: Workshop + working Salesforce system + backlog of future work.
Cost: $20-25k    |    Duration: 3 weeks

We'd love to help you accelerate with Salesforce! Get in touch below

Why ClearPoint

We combine the right platforms, with the best design and engineering expertise, to deliver innovative digital solutions.

We are the leaders in DevOps and Continuous Delivery in NZ, having implemented some of the most complex DevOps transformations.

We increase the velocity within your teams through our individual talent, hybrid and ClearPoint teams that will increase your capability, when you need it.

Exceptional technical leadership that you can draw upon to innovate and deliver faster and safer.