AdvisorPro™

Support can be challenging. To help, we combined our popular support packages for Salesforce and Conga into one comprehensive offering with three affordable options, providing an easy-to-use support solution to more fully leverage your investments.

16 Hours

$225/hour ($3,600)

Unused Time Expires in 4 Months; Time deducted in ¼-hour increments

  •  Assigned Support Advisor
  •  Salesforce Support
  •  Conga Support

40 Hours

$215/hour ($8,600)

Unused Time Expires in 8 Months; Time deducted in ¼-hour increments

  •  Assigned Support Advisor
  •  Salesforce Support
  •  Conga Support
  •  Premier Support Management

80 Hours

$205/hour ($16,400)

Unused Time Expires in 12 Months; Time deducted in ¼-hour increments

  •  Assigned Support Advisor
  •  Salesforce Support
  •  Conga Support
  •  Premier Support Management

What’s Included in AdvisorPro?

Salesforce CloudsEducation Cloud™, Marketing Cloud™, Pardot™, Experience Cloud™, Education Data Architecture (EDA), Nonprofit Success Pack (NPSP), Sales Cloud™, Services Cloud™
Feature LicensesField Service Lightning, Knowledge, Sales Dialer, Salesforce Inbox, Sales Cloud Einstein, Service Cloud Einstein, Salesforce Engage, CRM Analytics, Slack
Conga ServicesComposer®, Grid™, CollaborateSM, Sign, Conga Contracts for Salesforce (CSF), Conga Contracts (off-platform), and Orchestrate.
Third-Party AppsWhen utilized in conjunction with Salesforce, the following third-party apps are supported: Apsona, Blackthorn Events, DemandTools by Validity, DocuSign Electronic Signature, FormAssembly, Formstack, Mogli SMS, OnceHub (ScheduleOnce), OwnBackup, People Import; RingLead Suite, SMS Magic, Spanning Backup, Roll-up Helper, TaskRay.
User Interface SupportLightning Experience and Classic
User MaintenanceAdding, modifying, de-activating, password resets, role management, profile management, permission sets, public groups, queues
Security ModelRecord sharing, accessibility settings, password & session settings, delegated administration, backup, multi-factor authentication
ConfigurationCreation or modification of Standard and Custom objects, record types, fields, workflows, process builder processes, approval processes, page layouts, custom links, buttons, actions, report types, apps, tabs, labels, validation rules, assignment rules, auto-response rules
Analytics SupportCreation, modification and management of custom views, reports,  dashboards and analytic snapshots
Data ServicesUtilizing the built-in import, mass transfer and mass delete wizards; Apex Data Loader; dataloader.io, Jitterbit data loader
Development SupportTriggers, Visualforce, Flows, Sites, Lightning Components, Test Methods
Template SupportCreation or modification of Lightning or Classic email templates
Mobile SupportSalesforce Mobile App and Salesforce Inbox
AppExchange Package SupportInstallation or removal of AppExchange packages
Digital Engagement
Einstein Bots, Chat, Messaging
TrainingSystem Administrator and End-User Training
OtherOther support services as requested by client and agreed to in writing by SIG

Ready to Get Started?

SELECT YOUR PACKAGE

Pick an AdvisorPro™ package based on your needs.

MEET YOUR CONSULTANT

After you complete your AdvisorPro™ purchase, we will introduce your assigned consultant (typically 1 to 3 business days). Our consultants are Salesforce® and Conga® certified with the skills and knowledge to guide your success!

RELAX AND SUCCEED

You and your consultant identify your priorities and business needs. Request help via phone, email, or your consultant’s calendar link.
Select your package now!

have Questions? Schedule a call

Additional Terms

  • Live Support Hours: 8am – 5pm (M-F, excluding holidays); Email Support Logging and Case Logging (24 x 7 x 365)
  • No-show appointments or work sessions cancelled with less than 4 hours notice will deduct the greater of 1 hour or 50% of the cancelled scheduled appointment time from the available support plan balance.
  • AdvisorPro™ services are governed by our Professional Services Agreement for packaged services.

Excluded Services

The following items are excluded under AdvisorPro™, but ARE available under ongoing support, Agile Support™ or project-based agreements. If you have needs that fall under these exclusions, contact us so that we may have a qualified representative provide you a quote.

  • New implementations of Salesforce, Slack, or Conga CLM solutions
  • Consolidations of Salesforce instances (org consolidations)
  • Commerce Cloud, CPQ, Desk.com®, Salesforce Engagement (fna High Velocity Sales), Revenue Cloud, Salesforce Anywhere (f/n/a Quip), Salesforce Maps
  • AppExchange consulting or packaging
  • 3rd party tools not specifically included or agreed in writing
  • System integration, single-sign-on, and application development
  • Legacy solutions: partner portals, Salesforce-to-Salesforce
  • Projects requiring a project manager or requesting project plans
  • Developer training
  • Advisory Services
  • Services or features not supported by your edition of Salesforce®
  • Features not in general release (pilot or beta features) 
  • Services not included on the What’s Included list
  • After-hours or on-site support 
have questions? Schedule a call