Investment Plans for Artificial Intelligence (AI)
It’s time to invest in AI. Select one of our plans to help you get started. Each plan includes strategic planning, technological adjustments, and cultural shifts.
Essentials
$2,500 / Month
Design, create and document your written plan.
Unlimited service and support for the following areas.
Evaluate how your company uses Salesforce now.
Gain access to all our automated tools to help you with your project.
Analyze areas where AI could add value, such as customer service, sales forecasting, or operational efficiency.
Define specific outcomes you want to achieve, like improving lead conversion rates, streamlining workflows, or automating repetitive tasks.
Establish policies to standardize data entry and maintain ongoing data integrity.
Identify gaps or inefficiencies in your current workflows the Agentforce can address.
Verify that customer records, case histories, and interaction logs are complete and accurate.
Define all the building blocks you will need to adopt Agents.
Create a timeline detailing when and how you will implement Agentforce.
Evaluate your current licensing and define the Total Cost of Ownership (TCO) with a clear ROI.
Create a written implementation plan and timeline for completion.
Standard Customization
$4,500 / Month
Design, create and deploy your standard requests.
Unlimited service and support for these areas.
All the items included in the Essentials plan.
Set up and enable all Salesforce AI tools.
Use built-in tools like Duplicate Rules and Validation Rules to enforce data integrity.
Customize standard objects like Leads, Opportunities, and Accounts to align with your workflows.
Add custom fields to capture AI-relevant data points.
Continuously monitor AI model performance and adjust parameters based on new data or changing business goals.
Integrate disparate systems into a unified platform to eliminate silos and provide a holistic view of your data.
Review your existing data in Salesforce and other systems to ensure it’s accurate, complete, and up to date.
Ensure that your Salesforce instance is optimized, and that data is clean and well-organized.
Begin training your team by adopting Trailhead courses related to AI capabilities.
Creates confidence with your users for successful implementation.
Establish KPIs to monitor and define project success.
Custom application
$7,500 / Month
Design, create and deploy your custom request.
Unlimited service and support for these areas
All the items included in the Essentials and Standard Customization plan.
For unique business needs, create custom objects and relationships.
Use Salesforce Flow Builder to automate actions based on AI predictions.
Incorporate decision trees and real-time triggers to respond dynamically to AI outputs.
Use Einstein Analytics to create dynamic dashboards that highlight AI insights, such as predictive trends and anomalies.
Tailor dashboards to specific roles (e.g., sales, service, marketing).
Display Einstein predictions directly on account, opportunity, or lead pages.
Add custom Lightning components for AI visualization.
Create user guides for interpreting AI-driven insights like lead scores or churn predictions.
Implement data security best practices like field-level encryption and secure access controls.
Use Einstein Discovery explanations to provide transparency in AI-driven decisions.
Regularly review AI outcomes for fairness and accuracy.
*Fixed fee of $7,500 per month during application development.