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AdvisorPro™

Comprehensive support options for your Salesforce CRM deployment.

Salesforce Partner Since 2009

Supporting your Salesforce deployment can be challenging. As a result, SIG created its comprehensive AdvisorPro™ support offering with two affordable options. AdvisorPro is an easy-to-use and easy-to-budget support solution designed to allow you to easily support your Salesforce users so you can focus on your core mission.

AdvisorPro allows clients to float across several support models:

  • Q&A and Training: we answer and teach – you do it
  • Work Sessions: we do it together – while you learn
  • Delegated Admin: we do it for you – when you don’t have the time


See support options below. If you have questions, give us a shout.

AdvisorPro™ Packages

AdvisorPro™ 16

16 Hours
$ 225 Per Hour ($3,600)
  • Unused Time Expires in 4 Months
  • Assigned Support Advisor
  • Salesforce Support
  • Conga Support
  •  
Time deducted in ¼ hour increments.
See full list of include and excluded services below.

AdvisorPro™ 40

40 Hours
$ 215 Per Hour ($8,600)
  • Unused Time Expires in 8 Months
  • Assigned Support Advisor
  • Salesforce Support
  • Conga Support
  • Premier Support Management
Time deducted in ¼ hour increments.
See full list of include and excluded services below.
Best Value

If you require an invoice instead of purchasing on-line, contact your SIG Salesforce Solutions Executive to request an order form.

Ready to get started?

Select Your Package

Pick an AdvisorPro™ package
based on your needs.

Select a Package

Meet Your Consultant

After purchasing AdvisorPro™, you will meet your assigned consultant within 1 to 3 business days. Our consultants are Salesforce® and Conga® certified, ensuring they have 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.

Schedule a no-obligation conversation

What's Included in AdvisorPro™

Supported Salesforce Clouds

Education Cloud™, Marketing Cloud™, Marketing Cloud Account Engagement™, Experience Cloud™, Education Data Architecture (EDA), Nonprofit Success Pack (NPSP), Sales Cloud™, Services Cloud™

Feature Licenses

Knowledge, Sales Dialer, Salesforce Inbox, Sales Cloud Einstein, Service Cloud Einstein, CRM Analytics, Slack

Conga Services

Composer®, Grid™, Collaborate, Sign, Conga Contracts for Salesforce (CSF), Conga Contracts (off-platform), and Orchestrate.

Third-Party Apps

When 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, SMS Magic, Spanning Backup, Roll-up Helper

User Maintenance

Adding, modifying, de-activating, password resets, role management, profile management, permission sets, public groups, queues

Security Model

Record sharing, accessibility settings, password & session settings, delegated administration, backup, multi-factor authentication

Configuration

Creation or modification of Standard and Custom objects, record types, fields, flows (not requiring custom code), process builder processes, approval processes, page layouts, custom links, buttons, actions, report types, apps, tabs, labels, validation rules, assignment rules, auto-response rules

Data Services

Utilizing the built-in import, mass transfer and mass delete wizards; Apex Data Loader; dataloader.io, Jitterbit data loader

Analytics

Creation, modification, and management of custom list views, reports, CRM dashboards, and analytic snapshots

Development Support

Triggers, Visualforce, Flows, Sites, Lightning Components, Test Methods

Template Support

Creation or modification of Lightning or Classic email templates

Mobile Support

Salesforce Mobile App and Salesforce Inbox setup, configuration, and training

AppExchange Package Support

Installation or removal of AppExchange packages

Configuration

Creation or modification of Standard and Custom objects, record types, fields, flows (not requiring custom code), process builder processes, approval processes, page layouts, custom links, buttons, actions, report types, apps, tabs, labels, validation rules, assignment rules, auto-response rules

Digital Engagement

Einstein Bots, Chat, Messaging

Training

System Administrator and End-User Training, including the development of any client-requested materials

Other Support

Other support services as requested by client and agreed to in writing by SIG

Excluded from AdvisorPro™

The following items are excluded under AdvisorPro™, but ARE available under 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, Revenue Cloud, CPQ, Sales Engagement, Salesforce Anywhere (f/n/a Quip), Salesforce Maps
  • 3rd party tools not specifically included or agreed in writing
  • Advisory Services
  • AppExchange consulting or packaging
  • Developer training
  • Legacy solutions: partner portals, Salesforce-to-Salesforce
  • Projects requiring a project manager or requesting project plans
  • System integration, single-sign-on, and application development
  • 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 

Additional Terms

The following additional terms apply to AdvisorPro™:

  • 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 by client 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.
Schedule a no-obligation conversation

Looking to connect with us?

Let's Talk
  • (800) 776-0111

PO Box 16990

San Diego, CA  92176

(800) 776-0111

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