AdvisorPro

We combined our popular support packages for Salesforce® and Conga® into one comprehensive offering with three affordable options, providing with an easy-to-use support solution to more fully leverage your investments.

16Hours

$215/hour ($3,440)

Unused Time Expires in 6 Months
Time deducted in ¼-hour increments

  • pricing-check-01 akaCRM - AdvisorPro Assigned Support Advisor
  • pricing-check-01 akaCRM - AdvisorPro Salesforce Support
  • pricing-check-01 akaCRM - AdvisorPro Conga Support
  • X Mark Premier Support Management

40Hours

$195/hour ($7,800)

Unused Time Expires in 12 Months
Time deducted in ¼-hour increments

  • pricing-check-01 akaCRM - AdvisorPro Assigned Support Advisor
  • pricing-check-01 akaCRM - AdvisorPro Salesforce Support
  • pricing-check-01 akaCRM - AdvisorPro Conga Support
  • pricing-check-01 akaCRM - AdvisorPro Premier Support Management

80Hours

$190/hour ($15,200)

Unused Time Expires in 12 Months
Time deducted in ¼-hour increments

  • pricing-check-01 akaCRM - AdvisorPro Assigned Support Advisor
  • pricing-check-01 akaCRM - AdvisorPro Salesforce Support
  • pricing-check-01 akaCRM - AdvisorPro Conga Support
  • pricing-check-01 akaCRM - AdvisorPro Premier Support Management

In-Scope Services

  • Salesforce Clouds:

    Sales Cloud™, Service Cloud™, Pardot™, Community Cloud™, Education Data Architecture (EDA), Nonprofit Success Pack (NPSP), Financial Services Cloud (FSC)

  • Feature Licenses:

    Field Service Lightning, Knowledge, Lightning Dialer, Salesforce Inbox, Sales Cloud Einstein, Service Cloud Einstein, Salesforce Engage, Einstein Analytics 

  • Conga Services:

    Composer®, Courier®, Grid, CollaborateSM, Sign, Conga Contracts for Salesforce (CC4SF) and Conga Contracts (off-platform).

  • Third-Party Apps:

    When utilized in conjunction with Salesforce, the following third-party apps are supported: Apsona, Causeview Advancement, Causeview CV-Impact, DemandTools, DocuSign Electronic Signature, FormAssembly, FormStack, HelloSign, OnceHub (ScheduleOnce), OwnBackup, People Import; RingLead Suite, SMS Magic, Roll-up Helper, TaskRay.

  • User Interface Support:

    Lightning Experience and Classic

  • User Maintenance:

    Adding, modifying, de-activating, password resets, role management, profile management, permission sets, public groups, queues

  • Security Model:

    Record sharing, accessibility settings, password & session settings, delegated administration, backup

  • Configuration:

    Creation or modification of Standard and Custom objects, record types, fields, workflows, process builder processes, approval processes, page layouts, custom links, buttons, actions, report types, apps, tabs, labels, validation rules, assignment rules, auto-response rules

  • Analytics Support:

    Creation, modification and management of custom views, reports,  dashboards and analytic snapshots

  • Data Services:

    Utilizing the built-in import, mass transfer and mass delete wizards; Apex Data Loader; dataloader.io, Jitterbit data loader

  • Development Support:

    Triggers, Visualforce, Flows, Sites, Lighting Components

  • Template Support:

    Creation or modification of Lightning or Classic email templates

  • Mobile Support:
    Salesforce Mobile App and Salesforce Inbox
  • AppExchange Package Support:

    Installation or removal of AppExchange packages

  • Digital Engagement:

    Einstein Bots, Chat, Messaging

  • Training:
    System Administrator and End-User Training
  • Other:

    Other support services as requested by client and agreed to in writing by akaCRM

Additional Terms

  • Live Support Hours: 8am - 5pm (M-F, excluding holidays); Email Support Logging and Case Logging (24 x 7 x 365)
  • No-show appointments or work sessions cancelled with less than 4 hours notice will deduct the greater of 1 hour or 50% of the cancelled scheduled appointment time from the available support plan balance.
  • AdvisorPro™ services are governed by our Professional Services Agreement for packaged services.

Excluded Services

The following items are excluded under AdvisorPro™, but ARE available from akaCRM under ongoing support, Agile Support™ or project-based agreements. If you have needs that fall under these exclusions, contact us so that we may have a qualified representative provide you a quote.

  • New implementations of Salesforce or Conga Contracts
  • Consolidations of Salesforce instances (org consolidations)
  • Commerce Cloud, CPQ, Desk.com®, High Velocity Sales, Marketing Cloud™, Quip, Salesforce Maps
  • Gift Entry Manager (GEM), Salesforce Advisor Link (SAL)
  • AppExchange consulting or packaging
  • 3rd party tools not specifically included or agreed in writing
  • System integration, single-sign-on and application development
  • Legacy solutions: partner portals, Salesforce-to-Salesforce
  • Projects requiring a project manager or requesting project plans
  • Developer training
  • Services or features not supported by your edition of Salesforce®
  • Features not in general release (pilot or beta features) 
  • Services not included on the In-Scope Services list
  • After-hours or On-Site Support 

Have Questions?

Supporting your Salesforce and Conga success.

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Find Us

akaCRM Inc.
6510-A S. Academy Blvd, #258
Colorado Springs, CO  80906

Let's Talk

(877) 928-3337
i n f o @ a k a c r m . c o m

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