Monthly Managed Services
Plans and pricing
Flexible plans and competitive pricing—find the perfect match for your business effortlessly.
Tier I
$
1,500
Monthly
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Ideal for small businesses and associations that need minor adjustments and support for smaller issues.
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Project Manager and Salesforce Consultant with access to senior consultants, developers, and specialized resources.
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Includes weekly synchronization with the Project Manager and Consultant, managing ticket submissions and the backlog, and reporting on hours utilization and burn-down metrics.
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Hours 10 are included at the discounted rate.
Tier II
$
3,000
Monthly
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Supporting Small Business Growth: Beneficial for businesses in expansion mode.
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Resource Project Manager and Salesforce Consultant with access to senior consultants, developers, and specialized resources.
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Involves weekly sync meetings with the PM and consultant, managing ticket submissions and the backlog, and reporting on hours utilized and burndown progress.
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Twenty hours are included at the discounted rate.
Popular
Tier III
$
6,000
Monthly
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Perfect for medium-sized businesses or highly dynamic organizations.
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Resources Project Manager and Salesforce Consultant with access to senior consultants, developers, and specialized resources.
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Includes Weekly sync with PM & Consultant, Ticket submission and backlog management, reporting on hours utilization and burn down.
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Hours 40 are included at the discounted rate.
Maintenance and Updates
Customization & Configuration
Integration
User Management
Reporting and Analytics
Training and Support
What to Next?
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01. Introductory Meeting
We'll arrange an initial meeting to confirm your order and ensure all requirements are met. During this meeting, you'll be introduced to your Project Manager, who will oversee the success of your project. If, for any reason, you're not satisfied, you'll receive a full refund within 7 business days.
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02. Kick-off Meeting
Your Project Manager will schedule a short kick-off meeting to review the project, outline the scope, and discuss the next steps.
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03. Complete the Prep Checklist
(1 week) Before we can proceed, you must complete the Prep Checklist provided.
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04. Discovery
Your Project Manager will schedule a Discovery meeting to review the Prep Checklist with you and confirm that everything is set. During this meeting, they will also discuss the project, its scope, and outline the next steps. Please complete the Prep Checklist and provide the Dynamic Specialties Group with Admin Access to Salesforce.
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05. Onboard
(1-4 weeks) Our team of specialists will begin preparing your backlog and developing a plan based on our discovery. In the meantime, we suggest exploring Trailhead, the Success Community, the Premier Success Accelerator Library, and the Dynamic Specialties Group YouTube Channel. (Please note: This step does not apply if the client has already completed a DSG JumpStart implementation.)
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06. Brief the Team
For each of the items identified in the Backlog, you will need to brief our team in detail with a clear expectation of what is required. The typical briefing process is as follows: Backlog Item is prioritized Client writes brief Meeting with Dynamic Specialties Group to discuss Solution Design Playback Meeting Build & Test solution Deployment Retrospective
Project Success with Our CRM Services.
F.A.Q
No, the hours do not roll over month to month. The hours are used in the month or lost. We monitor burndown as part of the weekly sync meetings to inform you of utilization. If you are concerned, start at a lower tier and work your way up. We are flexible.
Our monthly services provide ongoing support and expertise to help your business get the most out of your Salesforce and/or HubSpot platform. By signing up, you’ll have access to a team of experts who can help you with everything from customization and configuration to training and support.
Our support includes a weekly sync in which we discuss what we worked on last week, what we are working on this week, and future work. We address production bugs, standard org maintenance requests, and feature updates that fit within the monthly budget. We can provide you the ability to submit help tickets through a portal, via email to your PM, or in your weekly meetings. We will manage the work in Asana to build a backlog of work to choose from during slow times. If a project arises that is large in scope or requires specialty skills, we would propose a project.
How are additional hours beyond the allotted amount billed?
Any additional hours beyond the allotted amount will be billed at an hourly rate of $185/hour for the three-tiered program. These rates are subject to change based on the complexity of the tasks and the scope of work involved.
Click the “Buy Now” button to choose your desired tier and submit your payment. A representative will then reach out to schedule an onboarding call and initial discovery session. Once complete, we’ll begin providing ongoing support and expertise to help your business thrive on Salesforce and/or HubSpot.
We offer month-to-month contracts for our monthly services, so you can cancel at any time if needed. However, we recommend a minimum commitment of 3-6 months to see the full benefits of our services.
Why would I choose monthly support rather than hiring my own internal support staff or a freelancer?
Our monthly support services provide a cost-effective alternative to hiring internal support staff or a freelancer. With our services, you get access to a team of experts who can provide ongoing support and expertise for a flat monthly rate. This allows you to save on the costs of hiring, training, and managing internal staff, or the risk and uncertainty of working with a freelancer. Plus, our team has the experience and knowledge to handle all aspects of your Salesforce and/or HubSpot platform, providing comprehensive support for your business.
If a project arises that is large in scope or requires specialty skills, we would propose a project.