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

Support is Challenging

Salesforce and Conga are powerful platforms which include many technologies and capabilities. You may find it challenging to have the time and knowledge to do it all.

akaCRM created AdvisorPro™ to solve this problem. You get the benfit of experts acoss the entire Salesforce and Conga families of solutions in one easy to manage support package.

Watch 1 minute video to learn how AdviorPro™ can guide your success

What's Included with AdvisorPro

  • Salesforce Clouds:

    Sales Cloud™, Service Cloud™, Pardot™, Experience 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, Tableau CRM (f/n/a Einstein Analytics) 

  • Conga Services:

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

  • Third-Party Apps:

    When utilized in conjunction with Salesforce, the following third-party apps are supported: Apsona, Causeview Advancement, DemandTools by Validity, DocuSign Electronic Signature, FormAssembly, Formstack, HelloSign, Mogli SMS, OnceHub (ScheduleOnce), OwnBackup, People Import; RingLead Suite, SMS Magic, Spanning Backup, 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, multi-factor authentication

  • 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, Test Methods

  • 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™, Revenue Cloud, Salesforce Anywhere (f/n/a Quip), Salesforce Maps
  • Salesforce Advisor Link, Admissions Connect, Gift Entry Manager, Elevate
  • 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 What's Included list
  • After-hours or on-site support 
  • Select Your AdvisorPro Package

    SELECT YOUR PACKAGE

    Pick an AdvisorPro™ package based on your needs. Packages remain available to you for 6 months for the 16-hour package and a full year for 40 and 80 hour packages.

  • Meet Your Consultant

    MEET YOUR CONSULTANT

    After you complete your AdvisorPro™ purchase, we will reach out to introduce your assigned akaCRM consultant (typically 1 to3 business days).

    Our consultants are Salesforce® and Conga® certified with the skills and knowledge to guide your success!

  • Relax and Succeed with Salesforce and Conga

    RELAX AND SUCCEED

    You and your consultant identify your priorities and business needs. Request help via phone, email or your consultant's calendar link.

    Get started now: 

Supporting your Salesforce and Conga success.

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

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