Deal Desk Get partner help on any deal
Codey, the Salesforce character AE Command Center · Deal Desk

Get partner help on any Salesforce deal. We reply within 4 business hours.

Pick what you need, tell us about the customer, and we come back within 4 business hours with the consultant we would put on it. Nine ways we help, from a closed deal that needs an implementer to an AI opportunity you want to qualify.

Ava AI assistant

Ask Ava anything about this page, Salesforce deals or our tools.

What do you need?

Each request gets a reply within 4 business hours. Choose one to start the form with it selected.

Implementation partner

The deal is closed or closing and the customer needs someone to deliver it.

You get

  • A consultant matched to the cloud and industry, named in our reply
  • Discovery with the customer, then a written scope with assumptions and phases
  • Delivery by the team that scoped it, including Salesforce-funded Jump Starts

Send us

  • Clouds and editions sold
  • Target go-live or any deadline
  • Systems the customer expects to connect

Preliminary scoping

The opportunity is open and the customer wants to know what the services side looks like.

You get

  • A scoping conversation with the customer
  • A written scope with assumptions and phases they can compare
  • Pricing on our published model: $185 to $225 per hour, fixed fee or phased once discovery is done

Send us

  • What the customer is evaluating and why now
  • Decision date and who signs
  • Anything a competitor partner has proposed

Solution architect on a call

The customer has technical questions you want answered by someone who builds it.

You get

  • An experienced consultant for the cloud in question on the call
  • Straight answers on fit, effort and risk
  • Follow-up notes you can forward

Send us

  • The questions the customer has asked
  • Who will be on the call
  • Two or three times that work

Technical discovery

The deal depends on data migration, ERP or other integrations, or a security review.

You get

  • An integration-minded consultant (we have 12 MuleSoft Certified Integration Architects and 8 Platform Architects)
  • A view of the data and integration risks before they stall the deal
  • Options with tradeoffs, not a single tool push

Send us

  • Systems in scope (ERP, billing, marketing, data warehouse)
  • Data volumes or record counts if known
  • Security or compliance requirements

Partner presentation

The customer wants to meet the implementation partner before committing.

You get

  • A short, customer-specific partner overview
  • Relevant case studies from their cloud or industry
  • How the project would run, start to finish

Send us

  • Customer industry and size
  • What they care about most
  • Who will attend

Free health check

An existing customer is underusing Salesforce, frustrated, or approaching renewal.

You get

  • A free Salesforce health check for customers AEs refer
  • Findings on what is holding adoption back and what to fix first
  • A practical fix plan the customer can act on with or without us

Send us

  • Clouds the customer owns
  • The symptoms: adoption, data, reporting, a stalled project
  • Renewal date if it matters

Implementation rescue

A project with another partner stalled or failed and the customer is losing faith.

You get

  • An honest assessment of what is salvageable
  • A recovery plan with phases
  • A team that has recovered failed builds, including a Field Service project another partner delivered for over $100,000

Send us

  • What was built and by whom (if you can share)
  • What is broken from the users' point of view
  • Any hard deadlines

Managed services

The customer has no admin, lost their admin, or needs ongoing enhancements.

You get

  • Ongoing admin, enhancements and release reviews from one team
  • A plan for the backlog the customer already has
  • Continuity after the implementation partner leaves

Send us

  • Who supports Salesforce today
  • The backlog or pain points
  • Approximate users and clouds

Agentforce and AI

The customer is evaluating Agentforce, Data 360 or Claude alongside Salesforce.

You get

  • Use-case and readiness discussion grounded in their data
  • Our Agentforce Center of Excellence framework, built from forty production AI deployments
  • Claude expertise as Certified in the Claude Partner Network

Send us

  • The use cases on the table
  • Where the data lives today
  • Any AI policy or security constraints
Deal Desk request

Tell us about the deal.

  1. Within 4 business hours (8 AM to 5 PM Central, Monday to Friday) we reply with the consultant we would assign and the next step.
  2. Then we set up the call, scoping, health check or discovery you asked for.
  3. Throughout you stay informed, from first customer call to go-live.

Salesforce Select partner since 2017 · 138 certifications · authorized Jump Start partner

Download the 2-page partner brief (PDF) · Back to the AE Command Center

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