A focused Salesforce build in 2‑4 weeks, at a fixed price.
Fixed pricing, clear deliverables, and a 50/50 payment structure, for organizations that need a specific Salesforce capability deployed quickly without extended discovery or an open‑ended engagement.
What a package includes.
A Salesforce Quick Start is a fixed-price package that delivers one focused Salesforce capability in 2-4 weeks, with clear deliverables and a 50/50 payment structure. LOVALTO defines the scope upfront and covers requirements, configuration, automation, integration, training, documentation, and deployment. It is for organizations with well-defined requirements that need the work live quickly.
| Deliverable | What it covers |
|---|---|
| Requirements documentation | A requirements session capturing business processes, user stories, and acceptance criteria |
| Platform configuration | Custom objects, fields, page layouts, record types, and validation rules built to your specifications |
| Automation | Flows built in Flow Builder to handle the business logic |
| Integration setup | API connections to external systems, data import and export processes, or middleware configuration |
| User training | End‑user training sessions and an administrator handoff so your team can manage the solution |
| Documentation | Configuration documentation, user guides, and technical specifications for future reference |
| Deployment | Sandbox testing, user acceptance testing coordination, and production deployment |
Discovery, build, deploy.
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Week 1: discovery
Kickoff meeting, requirements gathering, process mapping, and Statement of Work finalization. The first payment (50%) is due on SOW signature.
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Weeks 2‑3: build
Sandbox configuration, automation development, integration testing, and iterative review sessions with stakeholders.
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Weeks 3‑4: deploy
User acceptance testing, training sessions, production deployment, and final handoff. The second payment (50%) is due on delivery acceptance.
One price, paid in two halves.
50% upfront
The first payment is due on the signed Statement of Work, securing your project timeline and resource commitment.
50% on delivery
The final payment is due when deliverables are accepted, so you confirm the work before paying the balance.
Scope protection
A clear scope definition protects both parties from scope creep and budget overruns.
Change management
A formal change request process handles scope additions while keeping the project on track.
Where a Quick Start fits best.
Sales process automation
- Lead assignment by territory, product interest, or lead score
- Stage progression automation, approval workflows, and quote generation
- Sales activity dashboards, task automation, and follow‑up reminders
Service operations
- Case routing rules, escalation processes, and SLA tracking
- Knowledge article creation, categorization, and knowledge‑enhanced support processes
- Customer self‑service portals with case creation and knowledge access
Reporting and analytics
- Executive dashboards for KPI tracking, trend analysis, and performance metrics
- Custom report types, cross‑object formulas, and scheduled distribution
- Role hierarchy configuration, sharing rules, and field‑level security for data visibility
Integration projects
- Account Engagement (Pardot), Mailchimp, or HubSpot integration with lead synchronization
- NetSuite, QuickBooks, or SAP integration for order and invoice sync
- One‑time or recurring data imports from legacy systems or spreadsheets
Feature additions
- Department‑specific apps for operations, HR, or project management
- Multi-step approval processes with dynamic routing and delegation
- Email template libraries with merge fields and tracking
The Quick Start service
What fits, how a build runs, and how it connects to our other services.
See Quick Start →When a Quick Start is the right choice.
- Well‑defined requirements. You know what you need and can describe the outcome you want.
- Time‑sensitive delivery. The solution has to be live for a product launch, seasonal peak, or compliance deadline.
- Budget certainty. Fixed pricing suits your budget planning and approval better than hourly consulting.
- Focused scope. The project is specific and contained, rather than a multi‑month transformation.
- An existing Salesforce org. You already have Salesforce and need to extend it. New org setups are also possible.
Quick Start, answered.
What is included in a Quick Start package?
Quick Start packages include requirements documentation, platform configuration, custom object and field creation, automation built in Flow, integration setup, user training, documentation, and deployment to production. Scope is defined upfront with clear deliverables and acceptance criteria.
How long does a Quick Start take?
Most Quick Starts complete in 2-4 weeks depending on complexity and scope. Timeline includes discovery, configuration, testing, and deployment phases. Rapid turnaround is possible because scope is clearly defined and controlled.
How does fixed pricing work?
Quick Starts use a 50/50 payment structure: 50% due upon signed Statement of Work, 50% due upon delivery and acceptance. Price is fixed based on clearly defined scope, protecting both parties from scope creep and budget overruns.
What happens if requirements change during the Quick Start?
Scope changes are managed through a formal change request process. Minor adjustments within the spirit of the original scope are accommodated. Significant additions require a separate change order to maintain timeline and budget integrity.
What use cases are good fits for Quick Starts?
Quick Starts work well for sales process automation, case management setup, lead routing configuration, reporting dashboard creation, specific integration projects, and targeted feature additions to existing orgs. The key is having a specific, well-defined outcome.
Bigger, fuzzier, or already in trouble?
Open-ended or evolving work fits Hourly Consulting. If the org needs a diagnosis before you commit to a build, start with a Health Check. If a prior build stalled, that is Implementation Recovery. The service summary is on Quick Start.
Know what you need?
Tell us the outcome and we will scope the shortest path to it, at a fixed price.