No gated pricing, no discovery call required to see a number. If you want to talk it through, the first call is free and takes thirty minutes.
Most Salesforce problems in growing companies come from structure rather than configuration: stages without exit criteria, routing that does not match the business, and duplicates the rules keep creating. A full rebuild covering data model, stages, routing, and handoffs sits inside the $2,000 a month retainer, as does forecast methodology and lifecycle architecture.
Published prices. The diagnostic is free. Retainer $2,000 a month for up to 15 hours a week, Kaypo included.
A deal in stage three means something different depending on who owns it, so the forecast becomes opinion.
Cleaning duplicates without changing the rules that create them is a treadmill. The fix is blocking creation, not merging weekly.
Leads landing with the wrong owner, or sitting unassigned while the buyer talks to someone else.
Products, lifecycle, and renewal logic that grew by accretion rather than design, so reporting requires interpretation.
Data model, stages, routing, and deduplication rebuilt inside the retainer. Everything built in a sandbox first.
Audited, restructured, and documented, so the object model matches how you actually sell.
Defined so the same deal gets staged the same way by any rep.
With automatic account association and firmographics attached on arrival.
Rules that stop duplicates entering, plus scheduled merges for what already exists.
A defensible model underneath the number, with variance you can explain after the quarter.
See pricing Book a call
CRM Setup, Audit and Governance
What it covers and what it costs
What we built and what it changed
What a week of reading an existing system turns up, the order a rebuild has to happen in, and what has to hold as you grow.
Everything below is free and needs no call.
Implementation partners commonly quote $25,000 to $150,000 for scoped work, and senior independents bill $200 to $400 per hour. Sapwood runs this inside the $2,000 a month retainer, and included in the retainer for anything outside scope.
Always. Everything is built and tested outside production, you review before anything touches live data, and deployment happens in an agreed window with a rollback plan.
Yes. Migration is part of the retainer at $2,000 a month.
System Administrator on a sandbox, plus a standard admin login on production for read access during inventory. We use named accounts, never shared logins, and revoke our own access at handoff.
No, deliberately. We take no vendor commissions, so the recommendation you get is the one we actually think is right.
Where this sits, and what it costs to fix.
Related reading, all of it free.
Read-only access to your systems, and a written report you keep either way.
Thirty minutes. Tell us what you are working on and we will tell you on the call whether we can help.
We will reach out to you shortly. If you have not heard from us by tomorrow, email hello@sapwood.io.
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