The quick start is our Salesforce setup with a fixed list of what is included: core objects and custom objects, lead mapping from your website and lead tools, automation, email, users and permissions, reports and dashboards, and a training hub. Our ballpark is $8,500.
900+ integrations completed · Salesforce partner · We sign BAAs
How the quick start runs
Your process, your lead sources and who will use Salesforce
The setup list confirmed, plus any integrations or migrations
Objects, mapping, automation and reports built and tested
Deployed to production, team trained from the training hub
Salesforce quick start ballpark
A ballpark for the setup below. Integrations, historical data migration and add-ons are quoted separately, and Salesforce licenses are billed by Salesforce. You get a project quote after the free call.
Book a free call →A quick implementation works when the scope is clear before work starts. The quick start is our Salesforce setup with a defined list of inclusions, so there is no open-ended discovery and no surprise line items.
It covers leads, opportunities, accounts and contacts plus 3 custom objects; lead statuses, stages, record types, fields, picklists and page layouts; lead conversion mapping; and lead mapping into Salesforce from your website, forms, chats, call tracking, WhatsApp and email.
It also covers queues and flows for assignment, follow-up tasks and alerts; approval processes; duplicate and validation rules; list views; business development setup; email with Outlook or Gmail, templates, signatures and letterhead; the homepage and a custom login screen; users, profiles, access levels and permissions with MFA; Chatter; reports and dashboards with lead source and marketing channel reporting; a sandbox build; backups; and a training hub.
Other systems connected to Salesforce, historical data migration and add-ons are quoted on top. Our cost page lays out the ballpark for each, and you get a project quote after the free call.
What's included
Leads, opportunities, accounts and contacts, plus 3 custom objects for what your business tracks.
Lead statuses, stages, record types, fields, picklists and page layouts, plus lead conversion mapping.
Leads from your website, forms, chats, call tracking, WhatsApp and email mapped into Salesforce.
First and last click landing page, first and last click referring domain and converting page on every form, chat and call.
Queues and flows for assignment, follow-up tasks and alerts, plus approval processes.
Duplicate and validation rules, and list views your team works from.
Account and contact page layouts, historical uploads, reports and dashboards, and alerts on outbound referrals.
Outlook or Gmail connected, with templates, signatures and letterhead.
Users, profiles, access levels and permissions, with MFA, plus a custom login screen and homepage.
Dashboards plus lead source and marketing channel reporting.
Built in a sandbox, then deployed, with backups set up.
A training hub your team uses to learn the org, and Chatter set up for internal notes.
Every system we connect to Salesforce, in one list
CallRail and CallTrackingMetrics native integrations, with recordings and AI call summaries on the lead
Gravity Forms, Jotform and Typeform fills create leads with tracking attached
LiveChat, SnapEngage, Tawk.to and Avochato conversations saved to the lead
Kipu and Sunwave: admissions in Salesforce, clinical in the EMR, kept in step
CollaborateMD, AdvancedMD and HiLite, with insurance payments on the patient
Stripe, PayTrace and PayPal payments recorded on the opportunity
Google Ads, Microsoft Ads, Meta and TikTok leads in, offline conversions out
ActiveCampaign lists and automations that follow Salesforce
Open other systems from the Salesforce record with SSO
Salesforce data in Google Sheets, BigQuery and Looker Studio
No app for it? We build the connection with Apex and the APIs
Book a free call. We confirm the quick start covers what you need, and list anything that would be quoted on top.
The JTS team are extremely knowledgeable when it comes to advertising attribution and maximizing the potential of customer and leads. They know software extremely well, and how all the pieces fit together perfectly. I highly recommend his services to anyone looking to streamline their technology and maximize their sales potential.
I have been thoroughly impressed with the results. JTS team expertise in systems and software integration has given me clear and concise reports, they help me also with generating qualified leads, has been instrumental in driving my business forward. Thank you for everything you have done for my business.
For the past five years, Journeys Through Search has been an incredible marketing company to assist in our PPC, web development and support. Quick responses, vast knowledge and marketing creativity made them such a value add to our organization.
How it works
Your process, your lead sources and the systems you want connected.
The quick start setup, plus any integrations or migrations, priced by project. You approve before we start.
Everything on the list built and tested, then deployed to production.
Your team trained from the training hub, and support after go-live.
Working with us
US and overnight hours
Our teams cover all hours, so work keeps moving after your day ends.
AI agents in the workflow
We use AI agents in development and content creation, on a HIPAA-compliant Claude Enterprise license, so builds move faster.
900+ integrations completed
We have done this before, and it shows in how we plan and test.
Free call first
Honest advice before any work starts, even if you never hire us.
Our ballpark for the Salesforce setup is $8,500. Integrations, historical data migration and add-ons are quoted on top. You get a project quote after the free call.
Connections to other systems like an EMR, billing, payments or ad platforms, historical data migration, add-ons like Salesforce Maps, and Salesforce licenses. Our cost page shows the ballpark for each.
No. Salesforce bills licenses directly. We help you pick the edition and license count, and we work with Salesforce reps directly to get you the best price we can.
Yes. The quick start is a full Salesforce org. New objects, flows, code and integrations can be added at any point.
It depends on your lead sources and how quickly decisions are made on your side. You get the plan with your project quote after the free call.
Yes. Journeys Through Search is a Salesforce partner.
By project, not by the hour. The first call is free, and you get a project quote after it.
