No gated pricing and no call required to see a number. If you want to talk it through, the first one is free and takes thirty minutes.
Start with an audit rather than a rebuild. Most messy Salesforce instances are the result of years of small workarounds, not one bad decision, so the first job is understanding what exists and what it was meant to do. Then rebuild in order: data model, stages with exit criteria, routing, deduplication rules, and reporting last. Everything in a sandbox before production.
Last updated September 2026
Published prices. The diagnostic is free. Retainer $2,000 a month for up to 15 hours a week, Kaypo included.
Inventory the object model, field usage, automations, and integrations. Change nothing during this phase.
Objects and fields restructured to match how you sell now. Abandoned fields retired rather than left to confuse people.
Each stage defined by something observable, so the same deal gets staged identically by any rep.
By region, tier, industry, and title, with automatic account association and firmographics on arrival.
Merge what exists, then stop new duplicates entering. Both halves, or it does not hold.
Dashboards built on stages and definitions everyone has now agreed to.
Want it rebuilt properly?
A full Salesforce foundation rebuild covering the data model, stages, routing, deduplication, and reporting is part of the retainer. Built in a sandbox, deployed in an agreed window with a rollback plan.
Salesforce without a named owner decays. Fields accumulate, workarounds calcify, and within two years nobody knows why anything is configured the way it is.
The instance was built for how you sold three years ago and never revisited as the motion changed.
The path of least resistance is adding a field. Do that for two years and reporting becomes impossible.
Somebody merged duplicates once. Nothing changed the rules that created them, so the count is back.
Let's chat See pricing
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. Sapwood runs the foundation rebuild inside the $2,000 a month retainer.
Almost never. Migration costs more than rebuilding in place and you lose history. A fresh org only makes sense after an acquisition or a fundamental change in what you sell.
Everything is built and tested in a sandbox. Production changes happen in an agreed window with a rollback plan, usually outside selling hours.
System Administrator on a sandbox and a standard admin login on production for read access during the audit. Named accounts, never shared logins, revoked at handoff.
Sometimes, and we will say so if it is true. A badly architected Salesforce that gets rebuilt usually beats migrating to a badly architected HubSpot.
Where this sits, and what it costs to fix.
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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