OFI pricing is based on hours and packages. OFI has structured fees for items such as setup and monthly maintenance. The menu below offers specific services that can be selected individually as needed. Customization (referencing the Business Analysis Support Flow above) is our specialty; tailoring your CRM to your specific business needs. The cost for a la carte items from the  menu below  will vary based on selections. OFI works diligently to insure that you stay within your budget. With any service contracted, OFI reguires a payment of 20% in advance.

1.    ORGANIZATION SETUP  2+ hours

·         Company Profile

·         License Management

·         Fiscal Year

·         Currency Management

·         Language

·         Locale and Time Zone

·         Organization Business Hours

2.    USER SETUP  2+ hours

·         Creating/Management of User Profiles

·         License and Permissions management

3.    SECURITY AND ACCESS  2+ hours

·         Organization Level Security

·         User-Level Security

·         Creating/Management of Sharing Model

·         Login Access Policies

·         Password Policies

·         Security Health Check

·         Trusted IP Ranges

·         Profiles

·         Login IP Ranges

·         Permission Sets

·         Permission Set Groups

·         Roles

·         Role Hierarchy

·         Sharing Rules

·         Teams

·         Public Groups

·         Folder Security

·         Restriction Rules

4.      STANDARD AND CUSTOM OBJECTS  1+ hours

·         Creation/Management of Standard/Custom Objects

·         Standard/Custom Field Creation/Management

·         Lightning App Builder

·         Page Layout

·         Record Types

·         Validation Rules

·         Flow Triggers

·         Search Layouts

·         Creation/Management of Related Lookup Filters

5.      SALES AND MARKETING APPLICATIONS  3+ hours

·         Lead Creation/Management

·         Campaign Creation/Management

·         Opportunity Management

·         Product/Pricebook Creation/Management

·         Product Scheduling

·         Collaborative Forecasting

6.      SERVICE AND SUPPORT APPLICATIONS  3+ hours

·         Case Creation/Management

·         Support Processes

·         Case Assignment Rules

·         Case Queues

·         Case Teams

·         Salesforce Knowledge

·         Omni Channel

7.    PRODUCTIVITY AND COLLABORATION  1+ hours

·         Activity Management

·         Tasks

·         Events

·         Public Calendars

8.    DATA AND ANALYTICS MANAGEMENT  4+ hours

·         Data Loader

·         Data Import

·         Data Export

·         Data Import Wizard

·         DataLoader.io

·         Duplicate Management

·         Duplicate Rules

·         Matching Rules

9.    ANALYTICS - REPORTS AND DASHBOARDS  2+ hours

·         Report Management

·         Tabular

·         Summary

·         Matrix

·         Joined

·         Chart Management

·         Dashboard Creation/Management

10.   WORKFLOW/PROCESS AUTOMATION  2+ hours

·         Workflow Rules

·         Email Alerts

·         Email Templates

·         Outbound Messages

·         Approval Process Creation/Management

·         Process Creation/Management

·         Process Builder

·         Flow Builder

11.   DESKTOP AND MOBILE ADMINISTRATION  1+ hours

·         Salesforce Mobile App Management

·         Chatter

·         Public Groups

12.   APPEXCHANGE  1+ hours

·         Package Management

·        App Management