CRM Implementation

A GREAT Implementation PLAN is ESSENTIAL to

$1999 One Time

Small Business

1 – 2 users only

Customize Fields & Layouts

Load Contacts from CSV/Excel – 1 file

Saved Searches, Reports & Dashboards

Training – 1 session

$2999 One Time

Basic Team Setup

Customize Fields & Layouts

• Custom screens for up to 3 roles

Load Contacts from CSV/Excel – up to 5 files Includes duplicate removal/merging

• Saved Searches, Reports & Dashboards

Configure Permissions

Lead Capture & Email Capture setup


1. End User Session

2. Management/Marketing Session

$495 One Time

CRM Migration

Migrate Existing Data from Previous CRM

• Contacts

• Companies/Accounts

• Notes/History

• Sales Opportunities

Additional Charges for more than 1 CRM backup

$695 One Time

Email Campaign Setup

Campaign Strategy Consultation

Write and Design 1 Email Template

Create Campaign

Marketing User Training

Additional Charges for additional emails


Zap Setup – $250

1 hour web session to configure 1 Zap with client driving.

Automated FTP Import Setup – $1,495

Creation of FTP folder

Mapping of excel file to SN fields

Configuration of automation

API Integration – $75/month

SN activates existing API for client use

SN dev staff supports client dev staff

  • Answer questions
  • Assist with troubleshooting
  • No actual development included

API Integration (SN Triggered) – $1,495 plus $125/month

Integration Consultation

SN activates existing API for client use

SN creates 1 trigger/web hook to write to external system under conditions defined by client

SN dev staff supports client dev staff

  • Answer questions
  • Assist with troubleshooting

Additional charges for additional triggers/web hooks

SalesNexus works directly with your team to:

    • Strategize and define and prioritize requirements for
      •       Sales processes
      •       Lead generation processes
      •       Lead nurturing processes
      •       Data exchange with key business systems
    • Communicate the “Why” of CRM to your team
    • Plan integration with accounting, ERP and other systems.
    • Create user specific processes for key workflows
    • Create user specific reports and dashboards
    • Design, write and create email templates and campaigns
    • Pilot the system with key users and make adjustments
    • Plan and create user specific training programs and content
    • Conduct on-site and virtual training as required
    • Provide on-going premium help desk and support services.

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Affordable CRM setup and support

SalesNexus services are typically ⅓ the cost of independent CRM consultants.

That’s because we provide implementation and support services in order to ensure you’re successful with SalesNexus and are a client for a long time.

The average customer lifetime for CRMs is only 28 months because they’re typically so poorly implemented.  We make sure you get it right.  SalesNexus customers stay with us an average of 5 years.

See an in-depth cost comparison of SalesNexus vs. other CRMs, including implementation costs here.