CRMA Analytics Quick Start

Quick Start Packages

Salesforce CRM Analytics Quick Start Packages

Accelerate your analytics journey with tailored, results-driven Salesforce CRM Analytics packages designed for fast, scalable insights.

About CRM Analytics

CRMA Dashboard

🔵 STARTER

Foundation Package

$5K

Hours: 40 hours | Timeline: 1-2 weeks

Deliverables:
  • Initial discovery session
  • Setup of CRM Analytics Growth edition
  • Configuration of user profiles (up to 5 users)
  • Creation of one standard dashboard
  • Basic data integration
  • End-user training session
Scope:
  • User Profiles: Up to 5
  • Data Sources: Single Salesforce object (e.g., Leads or Opportunities)
  • Dashboards: 1 basic dashboard
  • Widgets : Up to 10 components (e.g., charts, tables, filters)
  • Lenses: Up to 5 lenses
  • Data Integration: Salesforce Cloud only
  • Customization: Standard visualizations with limited interactivity
  • Training & Support: 1 training session and 1-week post-implementation support
Best For:

Small businesses or startups seeking foundational analytics capabilities.

⚪ PROFESSIONAL

Scale Package

$12K

Hours: 100 hours | Timeline: 4-6 weeks

Deliverables:
  • Comprehensive requirements gathering
  • Setup of CRM Analytics Plus edition
  • Configuration of user profiles
  • Development of customized dashboards
  • Integration with external data sources
  • Implementation of basic predictive analytics using Einstein Discovery
  • User training sessions and documentation
  • Post-implementation support
Scope:
  • User Profiles: Up to 10
  • Data Sources: Multiple Salesforce objects
  • Dashboards: 2–3 intermediate dashboards
  • Widgets: Up to 20 components
  • Lenses: Up to 10 lenses
  • Data Integration: Salesforce and one external data source
  • Customization: Incorporates dynamic elements and cross-object data
  • Training & Support: 2 training sessions and 2-week post-implementation support
Best For:

Mid-sized companies aiming to enhance analytics capabilities with moderate customization.

🟠 ENTERPRISE

Transformation Package

$22K

Hours: 200 hours | Timeline: 8-12 weeks

Deliverables:
  • In-depth business process analysis
  • Setup of CRM Analytics Plus edition with advanced features
  • Configuration of user profiles
  • Development of advanced dashboards with complex KPIs
  • Integration with multiple external systems
  • Advanced predictive analytics and AI modeling with Einstein Discovery
  • Comprehensive training programs for different user roles
  • Post-implementation support
Scope
  • User Profiles: Up to 15 with custom roles and detailed permission sets
  • Data Sources: Salesforce and up to two external data sources
  • Dashboards: 3–5 advanced dashboards
  • Widgets: Up to 50 components
  • Lenses: Up to 20 lenses
  • Data Integration: Salesforce, ERP systems, and data warehouses
  • Customization: Full interactivity, predictive analytics, and multi-source data integration
  • Training & Support: Comprehensive training program and 1-month post-implementation support
Best For:

Enterprises requiring comprehensive analytics solutions with advanced customization and integrations.

All Packages Include:

  • Analytics enablement strategy session
  • Data readiness & source assessment
  • CRM Analytics org and permission configuration
  • Setup of core dataflows and dashboards
  • Guided walkthrough of key dashboards
  • Go-live support and 1:1 hypercare session

Optional Add-Ons (Hourly Pricing):

  • Additional dashboard buildout:
    • 12–16 hours / $1,500–$2,000 per dashboard
  • External data source integration:
    • 24–40 hours / $3,000–$5,000 per source
  • Predictive modeling with Einstein Discovery:
    • 40–60 hours / $5,000–$7,500
  • Custom training program development:
    • 16 hours / $2,000 per role
  • Ongoing analytics administration:
    • 20 hours / $2,500 per month
  • Quarterly dashboard enhancement:
    • 16 hours / $2,000 per cycle

Hours Allocation Example (Professional Package – 100 hours):

  • Discovery & Requirements Gathering: 10 hours
  • Org Setup & Configuration: 20 hours
  • Data Modeling (Recipes/Dataflows): 20 hours
  • Dashboard Development (3 dashboards): 30 hours
  • Testing & Revisions: 8 hours
  • End-User Training & Materials: 6 hours
  • Go-Live Support: 4 hours
  • Project Oversight & PM: 2 hours

Success Metrics Setup Included:

  • Dashboard usage tracking & engagement metrics
  • Report load performance and uptime logs
  • Insight actionability tracking (closed-loop feedback)
  • User adoption by role/team
  • Business KPIs monitored via dashboards
  • Optional integration with executive reporting frameworks