Sales + Service Cloud Starter Pack
Your CRM. Your sales stages. Production-ready in 14 weeks.
Service Cloud Starter Pack delivers a fully configured, production-ready Salesforce environment in 14 weeks. Sales and Service, connected from day one. One shared customer record. No surprises on scope. No surprises on cost.
What Makes This Starter Pack Different
Other Salesforce partners configure a CRM. We configure your CRM: mapped to your sales stages, your service workflows, and your actual pipeline reality. The difference? Sales Cloud and Service Cloud delivered together, on a shared data model, so your teams stop working in silos from the moment they go live. No integration project later. No data gaps. Just one connected revenue operation, ready in 14 weeks.
WEEKS
End-to-end delivery
CLOUDS
Sales Cloud + Service Cloud
SPECIALISTS
2 BAs, PM and Project Director
The problem
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Only 36% of a sales rep’s time is spent actually selling.
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75% of service interactions will involve AI by 2028, but most teams aren’t ready.
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Companies with aligned sales and service see 36% higher customer retention.
Yet in most organizations, when a deal closes, the service team has zero context. The customer has to repeat everything.
What We Deliver
Sales Cloud and Service Cloud share the same data model, the same customer records, the same platform. When a deal closes, service already has full context. When support resolves an issue, sales sees the impact on renewal. We deliver both clouds, configured and connected, with a shared 360° customer view across both teams.
Platform Capabilities
- On the Sales Cloud side : lead and opportunity management, pipeline and forecasting, flows, email templates, and reporting.
- On the Service Cloud side : case management, Omni-Channel routing (email, chat, phone), Knowledge Base, entitlements and SLA tracking, and the Lightning Service Console.
Both share a unified customer record so handoffs are seamless.
What We Build
Sales Cloud - Data & Pipeline
Accounts, Contacts, Leads, Opportunities with custom fields; record types and layouts per profile, lead conversion, sales stages and pipeline config
Service Cloud - Knowledge & SLA
Knowledge base (up to 20 articles), article types and publishing workflow, Service Console, entitlements and SLA milestones (up to 3)
Sales Cloud - Automation
Lead assignment and validation rules, email templates (up to 5), approval process (up to 2), activity tracking
Reporting
Sales: pipeline dashboard, conversion reports, forecast dashboard (10 reports). Service: case volume, agent performance, CSAT, SLA compliance (10 reports)
Service Cloud - Cases & Channels
Case configuration, Email-to-Case & Web-to-Case, Omni-Channel routing (up to 3 channels), auto-assignment and escalation rules
Do you have a question? We are here to answer you
Your Project Team
Business Analyst (Sales)
Sales process mapping, Sales Cloud configuration, automation, reports, dashboards, sales user training.
Project Manager (Service)
Service workflows, case management, console, Knowledge base, Omni-Channel, SLAs, service user training.
Project Manager
Unified project plan, weekly status, steering committees, scope control, cross-cloud coordination.
Project Director
Strategic guidance, architecture validation, quality reviews, go/no-go at each phase gate.
Accelerate NOW
your Growth & Innovation
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