Skip to main content
CoIT — Salesforce Partner

Defined scope, controlled complexity, known price from day one

The perfect middle ground: implementations with defined structure that balance scope, time, and cost. Available for Sales Cloud, Service Cloud, and Field Service.

Explore packages by cloud

Select a cloud to see all implementation activities and compare scope between Foundation, Professional and Enterprise.

Transactional — Fixed Scope
Sales Cloud

Sales Cloud

Implement or expand your Salesforce Sales Cloud with packages covering everything from a single module to a complete commercial transformation with Revenue Cloud, Agentforce and Data Cloud.

Discovery & Planning
Lead Management
Account & Contact
Opportunity Management
Pipeline & Forecasting
Reports & Dashboards
Automation (Flows)
Email Integration
Mobile & Config
Data Migration
Territory Management
Revenue Cloud / CPQ
Partner Portal
Agentforce & Einstein
Data Cloud

Detailed comparison by size

Key differences between Foundation, Professional and Enterprise.

General scope
ScopeType of implementation
Standard module
Full cloud
Multi-cloud / complex
Estimated timelineTotal project duration
Up to 8 weeks
Up to 12 weeks
Up to 16 weeks
Users / resourcesNumber of users included
Up to 25 users
Up to 75 users
Up to 200 users
Sales modelTransactional (fixed) or consultative (discovery)
Transactional
Transactional
Consultative
IntegrationsConnections with external systems
Up to 4 points
Up to 8 points
Apex DevelopmentCustom code complexity
No Apex
Up to 3 triggers
Up to 15 triggers
Data migrationVolume and complexity
Basic CSV
Multi-object
Multi-system
Sales Cloud Configuration
DiscoveryDiscovery and planning session
2 Discovery sessions (up to 8h). Includes standard profiles, roles, and permissions setup
Full process
Multi-phase + workshops
Lead ManagementLead management, assignment, web-to-lead
Fields, layouts, web-to-lead
Includes Foundation + assignment rules, queues, record types, duplicate rules
Includes F + P + AI scoring + advanced routing
Account & ContactAccount, contact and hierarchy management
Fields, layouts, sharing rules
Hierarchy, teams, sharing rules
Includes F + P + enrichment + Data Cloud
Opportunity ManagementOpportunity management and sales processes
Stages, products, price books
Includes Foundation + Path, up to 3 sales processes, record types
Includes F + P + multiple sales processes, approval processes, advanced products/price books
Pipeline & ForecastingForecasting and pipeline visibility
Pipeline reports, forecast categories, 1 forecast type
Collaborative forecasting, quotas
Einstein Forecast + overlay splits
Reports & DashboardsManagement reports and executive dashboards
Up to 6 reports, up to 1 dashboard
Up to 12 reports, up to 2 dashboards
Up to 18 reports (includes custom report types), up to 3 dashboards
Email IntegrationGmail/Outlook integration
Basic Gmail/Outlook
Gmail/Outlook + templates (10)
Gmail/Outlook + templates + Activity Capture
Territory ManagementTerritory management and assignment
Complete model + assignment rules
Revenue Cloud / CPQProduct catalog, pricing and quotes
Available as separate engagement
Partner PortalPartner portal (Experience Cloud)
Deal registration, dashboards
Agentforce & AI
Agentforce for SalesSales Agent with prompt config and action mapping
1 standard agent
Up to 2 standard Salesforce agents, maximum 3 topics per agent
Einstein ScoringLead & opportunity scoring with AI
If applicable (add-on)
Lead + Opportunity scoring (requires add-on license)
Data CloudData unification and segments
If applicable (add-on)
Custom development
Apex TriggersBusiness logic triggers
Up to 3
Up to 15
Lightning Web ComponentsCustom UI components
Up to 2 basic
Up to 10
Apex ClassesBusiness logic classes
Up to 5
Up to 20
Batch Jobs / APIsBatch processes and custom endpoints
Up to 5 batch
Flows / AutomationsDeclarative automations
Up to 5 Flows
Up to 10 Flows
Up to 25 Flows + batch
Custom ObjectsCustom objects created during implementation
Up to 5
Up to 10
Custom Fields (std. objects)Custom fields on standard Salesforce objects
Up to 15 per object
Up to 25 per object
Custom Fields (custom obj.)Custom fields on custom objects
Up to 20 per object
Up to 30 per object
Data & integrations
Migrated objectsNumber of objects in migration
Up to 5 objects
Up to 10 objects
Up to 15 objects
Record volumeTotal records to migrate
Up to 50K records
Up to 150K records
Up to 500K records
DeduplicationData cleaning and quality
Basic
Included
Advanced
External integrationsEndpoints with external systems
Up to 4 points
Up to 8 points
Deliverables & support
DocumentationTechnical and user documentation
User manuals + Functional config manual
Technical + user guides
Technical + admin + operations
TrainingIncluded training sessions
Up to 2 sessions (Train-the-Trainer)
Up to 4 sessions (Train-the-Trainer)
Up to 8 sessions (Train-the-Trainer)
Post-go-live hypercareIntensive support period
Up to 1 week
Up to 2 weeks
Up to 4 weeks
Support levelPost-implementation support type
Email
Scheduled calls
Dedicated resource + standups
Success metricsContractual KPIs
Up to 2 KPIs
Up to 4 KPIs
Up to 6 KPIs

Implementation packages do not include Salesforce licenses. The client is responsible for having the required licenses and editions for the contracted features. Capabilities marked as 'add-on' or 'requires license' need additional licensing.

Ready to implement?

Tell us your need and we'll recommend the ideal package with defined scope and price.

Why with us?

What sets us apart as a Salesforce implementation partner.

Certified Sales Cloud Consultants

Certified Sales Cloud Consultants

Our team holds the Salesforce Sales Cloud Consultant certification, ensuring best practices in pipelines, forecasting, and sales automation.

Agentforce and Data Cloud

Access Salesforce's newest clouds. Our packages include AI and unified data options.

Competitive LATAM pricing

30–50% less than global partners, with equivalent quality. Senior team from day one.

Post-implementation roadmap

Each package includes an evolution plan: future phases, Managed Service, and continuous optimization.

Contractual metrics

We define measurable KPIs in the contract: adoption, resolution times, forecast accuracy. We commit to results.

Why choose a package?

Defined scope, known price

Each package has a fixed scope and defined budget from day one. No cost surprises or unexpected scope changes.

More than a Quick Start

Packages include integrations, custom development, and data migration that Quick Starts don't cover. Full power, with structure.

Evolution ecosystem

Implement with the package you need today. After go-live, evolve with Managed Service or scale with an Implementation Project.

Adoption and training included

We don't just configure: we include role-based training, adoption consulting, and post-go-live hypercare so your team actually uses it.

Frequently asked questions

Ready to implement?

Tell us your need and we'll recommend the ideal package with defined scope and price.