How quick-start packages make Salesforce optimization easier to achieve
Every mid-market leader running Salesforce has asked the same question:
“Can you provide a clear starting point, something predictable, structured, and proven, instead of an open-ended consulting engagement?”
The short answer: yes. At Equals 11, a certified Salesforce consulting partner, we designed our tiered pricing and quick-start packages to give organizations exactly that.
Why Mid-Market Clients Want Quick-Start Packages
When we speak with CIOs, CMOs, and nonprofit directors, three pain points come up again and again:
Many mid-market organizations hesitate to move forward with Salesforce consulting because projects often feel unpredictable. Proposals can be so open-ended that leaders are left unsure about the true cost or the ROI they’ll achieve.
The scope of work can also feel overwhelming. Most teams don’t need a complete Salesforce reimplementation; they simply need targeted Salesforce optimization services that deliver quick, measurable impact.
Finally, while internal teams may understand the long-term value of these improvements, boards and CFOs often require proof of ROI before they’re willing to approve larger investments. This combination of uncertainty, scope overload, and pressure to demonstrate value is exactly why structured quick-start packages resonate so strongly with mid-market clients.
That’s why mid-market organizations prefer tiered Salesforce consulting services with clear entry points. They want to start small, prove impact, and then scale with confidence.
Why Equals 11 Chose Tiered Pricing
When we founded Equals 11, our mission was clear: help enterprises optimize their Salesforce investment, not just maintain it.
But we noticed a pattern:
Clients were hesitant to commit without a roadmap.
Scope creep often derailed timelines.
Executives wanted predictable outcomes tied to KPIs.
So we created a tiered quick-start model. Instead of overwhelming clients with long-term commitments, we start with defined packages that deliver value fast, such as health checks, audits, and pilots, and then expand into broader Salesforce consulting engagements once trust and ROI are proven.
How Equals 11 Structures Quick-Start Packages
Our approach maps directly to the biggest needs of mid-market organizations:
1. Health Check & Discovery
A compact assessment of your Salesforce environment:
Org health score (config, security, adoption)
Data quality snapshot (duplicates, completeness, sources of truth)
Prioritized roadmap for the next 90 days
2. Optimization Audit
A deeper review across one or two functions (Sales, Service, Marketing, or Nonprofit Programs):
Workflow mapping and automation gap analysis
License and cost optimization
12-week Salesforce optimization plan tied to business KPIs
3. Quick-Win Pilot
A focused implementation that delivers visible impact:
Examples: donor engagement scoring with Einstein, data quality sprint, pipeline hygiene automation, or case routing accelerator
User adoption training and KPI baseline vs. post-pilot comparison
4. Scale-Up & Managed Services
Once you’ve proven the model, we expand it:
Multi-team rollout of Salesforce optimizations
Cross-department dashboards and workflows
Admin enablement, governance, and ongoing managed services
One of our nonprofit clients wanted to better prioritize donor outreach. Instead of diving into a massive CRM overhaul, we began with a discovery and optimization audit.
Using Einstein Prediction Builder and Next Best Action, we built donor engagement scores and action recommendations directly into Salesforce.
The result?
Fundraising staff could instantly see which donors were most likely to give again.
Outreach became more personalized and effective.
Donor retention improved, without additional headcount.
→ Read the full Case Studies here
The Value of Tiered Salesforce Consulting Services
Our quick-start approach benefits leaders in three key ways:
Predictable scope. You know exactly what’s included, with no surprises.
Faster ROI. You get measurable wins quickly, which is crucial for budget approvals and user adoption.
Flexibility to scale. Start small, prove impact, and expand with confidence into larger Salesforce consulting projects.
So, Can Equals 11 Provide Tiered Pricing?
Yes. But more importantly, we provide it because it’s what our clients actually need.
Mid-market organizations want clear Salesforce quick-start packages, designed by a trusted Salesforce optimization partner, that make it easy to move forward.
Our model gives you a safe, structured way to prove value before committing to a larger transformation. If you want to turn Salesforce from a cost center into a growth driver, Equals 11 is here to help.
→ Book a quick conversation with our Salesforce consulting team
