Contact us

Get your free Consultation now!

Whether you have questions, need a solution, or want to explore our services, TrueSolv is here to help.

Contact Form Demo

Salesforce setup
Package for SaaS

TrueSolv Salesforce Setup Package is a fixed-scope, fixed-price Salesforce setup service designed specifically for SaaS companies

See Pricing Packages
Book a Call
salesforce saas setup package truesolv
Salesforce Setup for SaaS Companies — Fixed-Price Packages | TrueSolv
12+ Years of Salesforce Experience
120+ Salesforce Projects Delivered
4.9/5 Average Client Rating
15+ Salesforce Certifications

SaaS companies struggle with Salesforce setup

Most implementations run over budget, over time, and leave teams with a messy CRM nobody actually uses.

Leads disappear in spreadsheets

Your team gets inquiries from your website, LinkedIn, and email — and nobody knows who owns what. Deals disappear before they even start.

No one can answer: how much is in the pipeline?

Your CEO asks a simple question. Your VP Sales opens three different spreadsheets. Twenty minutes later, nobody has a confident number.

Every rep works their own way

Five salespeople, five different processes. No shared stages, no shared language, no forecast you can trust. Onboarding a new hire takes weeks just to explain how things work here.

Marketing and sales live in separate worlds

Marketing drives leads. Sales loses them in the handoff. There's no attribution, no closed loop, and no way to know which campaigns actually drive revenue.

Paying for Salesforce, using 20% of it

Licenses purchased, basic setup done — and that's it. No automation, no integrations, no dashboards that mean anything. The bill arrives every month for a glorified contact list..

Churn is invisible until the client is already gone

No health scores, no renewal alerts, no product usage data in one place. Your CS team finds out a subscription is ending when the cancellation email lands in their inbox.

Built specifically for SaaS teams

Our Salesforce Setup packages are tailored for SaaS and digital companies at the right stage of growth.

Early-stage SaaS (Seed–Series A)

You just raised and need a real CRM before your sales team doubles. Want to start clean with best practices baked in and no technical debt.

Growing subscription businesses

You're running on spreadsheets and scattered tools. Revenue is growing but you're losing deals because there's no single source of truth.

Product-led growth companies

You have free trials converting to paid. You need Salesforce to track the funnel from product usage to closed deal automatically.

Companies migrating from HubSpot / Pipedrive

You've outgrown your current CRM. Ready to move to Salesforce but need an expert to migrate cleanly without losing data or momentum.

Full Service Scope

Everything included in your package

CRM Foundation
  • ✓
    Salesforce org setup & initial configuration
  • ✓
    Custom objects, fields, & page layouts for SaaS
  • ✓
    User roles, profiles & permissions
  • ✓
    Lead, Opportunity & Account data model
  • ✓
    Email templates & communication setup
Automation & Flows
  • ✓
    Automated lead assignment & routing rules
  • ✓
    Subscription / trial lifecycle automation
  • ✓
    Follow-up task & reminder automation
  • ✓
    Stage-based Opportunity update flows
Reporting & Dashboards
  • ✓
    MRR / ARR pipeline dashboard
  • ✓
    Sales funnel conversion reports
  • ✓
    Churn & renewal tracking reports
  • ✓
    Individual & team performance dashboards
Handover & Support
  • ✓
    Team training session (video + walkthrough)
  • ✓
    Admin guide & documentation package
  • ✓
    Post-launch support
  • ✓
    Dedicated Project Manager throughout
Delivery Timeline

From kickoff to go-live

1
Week 1

Discovery & Scoping

Kickoff call, requirements gathering, business process mapping, technical specs sign-off.

2
Week 1–2

Foundation Setup

Org configuration, data model, users, profiles, custom objects, fields and page layouts.

3
Week 2–3

Automation & Integrations

Flows, process builder, email templates, third-party integrations, data migration.

4
Week 3–4

Reports, UAT & Training

Dashboard build, QA testing, team training session, admin guide delivery.

✓
Go-live

Launch & Post-Support

Your Salesforce is live. Post-launch support included in all packages.

Fixed-Price Packages

Choose your Salesforce setup package

Transparent pricing. Known scope. No hourly billing surprises. All prices are one-time fixed project fees.

Starter

Perfect for early-stage startups that need a clean CRM foundation fast.

$3,000
one-time · 2-week delivery
  • ✓
    Lead Capture
  • ✓
    Core CRM Setup
  • ✓
    Email & Calendar Sync
  • ✓
    Sales Quota Setup
  • ✓
    Data Migration up to 1000 records
  • ✓
    1 Dedicated Lead Developer
  • ✓
    14 days post-launch support
Most Popular

Growth

The go-to choice for growing SaaS teams scaling their revenue operations.

$7,000
one-time · 4-week delivery
  • ✓
    Everything in Starter
  • ✓
    Outbound Lead Management
  • ✓
    Contract Management
  • ✓
    Lead Routing Automation with Calendly Integration
  • ✓
    Data Migration up to 5000 records
  • ✓
    1 Lead Developer + 1 Account Manager
  • ✓
    30 days post-launch support
Best value for most SaaS teams

Pro

For scale-ups in need of multi setup, automation, and integrations.

$12,000
one-time · 6-week delivery
  • ✓
    Everything in Growth
  • ✓
    Quote Generation in PDF-ready proposals
  • ✓
    Product Integration
  • ✓
    Stripe Integration
  • ✓
    Renewal Automation of deals
  • ✓
    PQL Workflows
  • ✓
    2 Dedicated Developers + 1 Account Manager
  • ✓
    60 days priority post-launch support

Enterprise

Complex requirements?
Custom scope, custom integrations, custom price. Let's talk.

Custom
tailored scope · flexible timeline

Products & clouds we configure

Deep expertise from core Sales Cloud to advanced CPQ and Marketing automation.

Sales Cloud
Core CRM
Service Cloud
Customer support
Experience Cloud
Portals & communities
Marketing Cloud
Email & journeys
Salesforce CPQ
Quoting & billing
Pardot / MCAE
B2B marketing
Agentforce
AI agents
AppExchange Apps
Marketplace apps

From first call to your live Salesforce

A clear, proven process with milestones, deliverables,
and your team involved at every step.

1

Discovery Call

To understand your business, stack, and goals.

Day 1
2

Requirements

To map your processes and define the exact scope.

Day 2–4
3

Proposal & Sign-off

Fixed-price proposal, timeline, and contract signed.

Day 5
4

Implementation

Our certified team start working on your Salesforce.

Week 1–4
5

UAT & Training

You test everything. We train your team. Bugs fixed.

Week 4
🚀

Go-Live & Support

Launch day! Post-launch support from our team.

Go-Live
Salesforce Partner
Registered & Certified
AppExchange
Listed & Verified
Clutch
4.9/5 · Top B2B Company
Linkedin
Top Voices for Salesforce
Case Studies

Real results for SaaS companies

See how we've helped SaaS teams launch and scale their Salesforce operations.

B2B Analytics SaaS

From HubSpot to Salesforce in 4 weeks

Series A startup, 25 users, migrated from HubSpot with full data integrity and zero downtime.

4 wks
Delivery time
+40%
Pipeline visibility
0
Data loss
Package used: Standard Growth
Read case study →
Fintech SaaS

Salesforce & Stripe integration for subscription billing

Connected Salesforce with Stripe, automating MRR tracking, renewal alerts, and churn detection.

6 wks
Full setup
3h/wk
Admin time saved
+28%
Renewal rate
Package used: Premium Scale
Read case study →
MarTech Platform

Salesforce PLG Funnel Setup for Martech SaaS

Setup product-led growth tracking: from free trial signup → activation → expansion → upsell in one Salesforce dashboard.

3 wks
To first dashboard
+55%
Trial conversion
1 src
Of truth
Package used: Standard Growth
Read case study →
Industries

We specialize in digital & SaaS

Our Salesforce setup is tuned specifically for companies that sell software, subscriptions, or digital services online.

SaaS / Software

Subscription tracking, trial-to-paid flows, MRR dashboards, churn prevention.

Tech Startups

Fast setup for funded teams. Build on best practices from day one.

AI & Deep Tech

Complex sales cycles, POC tracking, technical sales team workflows.

Digital Marketing

Agency pipeline management, retainer tracking, client onboarding flows.

Fintech

Compliance-aware setup, Stripe/billing integrations, ARR forecasting.

HealthTech

HIPAA-conscious configuration, provider & patient tracking, integration with health platforms.

EdTech

Student lifecycle tracking, B2B institution sales, LMS integrations.

eCommerce / D2C

Shopify/WooCommerce sync, order management, customer service integration.

Included with every package

Beyond the scope, every TrueSolv project comes with guarantees and extras,
because good service means the details matter.

Dedicated Developer

Our developer is your point of contact from kickoff to go-live.
Real humans. Always reachable.

Included

Post-Launch Support

30–60 days of post-launch support on all packages. Something doesn't work after go-live? We fix it.

Included

Admin Documentation

Process documentation, and walkthrough delivered with every project.

Included

Salesforce Health Check

We run a free Salesforce Health Check to catch any technical debt or optimisation opportunities.

Included

Trusted by teams across the world

Real reviews from real clients directly from our Upwork and Clutch profiles.

★★★★★

"I highly recommend Truesolv for Salesforce outsourcing services." They are a reliable and trustworthy partner who helped us optimize our Salesforce setup, develop all types of workflows, and benefit from automation. The team is quick on their feet, and can scale up or down easily as needed. They simply act as an extension of the internal team.

TD
Tamara Dabbas
Director, Special Projects · Tamara
★★★★★

"We've outsourced to TrueSolv a huge project for our SalesForce instance." Our collaboration saved us a lot of time on educating ourselves on how to develop this functionality. The team is brilliant — always online and ready to help! All the adjustments are implemented spectacularly fast.

AR
Artem Rodichev
Head of Performance · IPONWEB
★★★★★

"TrueSolv team are amazing!" Speed, quality & super competent people both on business & tech side combined with proactivity results in awesome solutions delivered. Proactively foreseeing issues and offering scalable & sound solutions is what I like the most. Highly recommended!

VT
Victor Tabuncic
Certified Salesforce Solution Architect
★★★★★

"I appreciate expertise, speed, quality & competency." TrueSolv did a great job in all the areas where it matters. Sergey is able to gather a team and execute on customer's request as needed and provide meaningful results on a timely manner. I recommend TrueSolv services.

AZ
Andrei Zakharevich
Founder · Rational Cloud LLC
★★★★★

"We give a high rating for the services provided in terms of quality." TrueSolv Team participated as Salesforce developers in our "Salesforce Agent Integration" project. We received all the services we requested as stipulated in the contract, as well as the necessary support where applicable.

YM
Yuval Moed
CEO & Founder · Eazyshow
★★★★★

"It is incredible their capability to satisfy our business needs." Providing professional services with a high level of competencies, very good communication and capability to deliver on time and on quality. We really hope to work with you for a long period. Nice job TrueSolv!

MD
Michele Delia
Business Unit Manager · WebResults

Why choose Truesolv now

Fixed price with no surprises

We quote once, we stick to it. No time-and-materials billing, no scope creep invoices. The price you see is the price you pay.

SaaS-native expertise

We don't set up generic CRMs. Every configuration is built around subscription metrics, PLG funnels, and SaaS growth patterns.

Certified Salesforce partner

Our team holds active Salesforce certifications. We're listed on AppExchange and regularly reviewed by Salesforce directly.

You're never left alone

Dedicated developer, post-launch support, and a team that stays reachable even after project close. We're a long-term partner, not a one-off vendor.

Global clients, remote-ready

We've worked with clients across US, EU, Israel, and APAC. Async-friendly team, English fluency, timezone-flexible delivery.

Results-driven delivery

We measure success by pipeline visibility, automation coverage, and time-to-value.

FAQ

Everything you need to know about our Salesforce Setup for SaaS packages.

Each package has a clearly defined scope document that we agree on before work begins. If something is outside scope, we'll quote it separately — you always decide whether to include it. We don't start work without your written sign-off on scope, so there are no surprise invoices. Minor adjustments within the spirit of the project are always handled without extra charge.
The Standard Growth package is by far the most popular choice for early-stage and growing SaaS companies. It covers everything you need to run your sales operation end-to-end. Most Series A companies land here. If you're pre-revenue, the Starter package works great. Once you're at 50+ users with multiple integrations, the Scale package becomes the right fit.
Yes, this is a very common request. We offer a Salesforce Health Check as a standalone service, and we frequently handle "rescue" projects where the org has grown uncontrolled. In these cases, we'll start with an audit, then propose a cleanup and optimization scope. These are typically priced similarly to our setup packages depending on complexity. Contact us and describe your current situation — we'll recommend the right approach.
We regularly integrate Salesforce with Stripe, HubSpot, Intercom, Jira, Slack, Zapier, Google Workspace, Calendly, Zoom, Mixpanel, Segment, and more. If your tool isn't listed, it doesn't mean we can't do it — most modern SaaS tools have a REST API or native Salesforce connector. We'll evaluate during discovery.
You'll need Salesforce licenses to use the platform — these are purchased directly from Salesforce and are separate from our setup fee. We can help you choose the right Salesforce edition (Starter, Pro, Enterprise) based on your team size and needs. Setup fees we charge are for implementation work only.
Absolutely. Many clients start with the Starter package and then engage us for additional projects as they grow — adding integrations, automations, or moving to Service Cloud. Think of each package as a project, not a subscription tier. Everything we build is clean and modular, specifically so it's easy to expand later without ripping out the foundation.
We designed these packages to be low-overhead for your team. You'll need to participate in the discovery call, review and sign off on the scope document, and be available for a final UAT review before go-live. Beyond that, our developer handles everything and updates you via async communication (email or Slack). We don't need daily calls or lengthy status meetings.
Every package includes 30–90 days of post-launch support. After that, you can either manage independently (we'll leave you with full documentation and training), or you can opt into an ongoing Salesforce Admin retainer with us. We also offer project-based work for new features, integrations, or customizations at any time. Many clients come back to us 3–6 months after go-live with their "next phase."
Start your project

Get your free Consultation now!

Ready to transform your Salesforce experience? Whether you have a question, need a custom solution, or want to learn more about our services, the TrueSolv team is here to help. Fill out the form, and let’s work together to elevate your business operations!

Contact Form Demo