CrossPeak
01 · Guided by AI
Discovery that talks back
An 11-step guided setup, from branding and sales stages to users and reports, with Summit asking the follow-up questions a consultant would.
New Salesforce Quick Start, guided by AI
Salesforce, live in 48 hours.
$1,500 flat. Guided by Summit, our AI.Talk or type your way through discovery, upload your data, and CrossPeak's certified team builds a ready-to-use Salesforce org for your sales team: leads, accounts, contacts, opportunities, reports, a branded app and hands-on training.
- For teams of 5-15 sales users
- One package, one price
- 2 weeks of post-launch support
The standard package goes live in 24-48 hours; extra customization can take up to about a week.
24-48hQuick Start go-live time
800+Salesforce projects delivered
30+Certified Salesforce experts
9.83/10Customer satisfaction score
Salesforce Quick Start
Meet Summit, the AI guide that gets you to the top.
Summit interviews you about your goals, your industry and what drives your sales, then keeps a growing notebook of everything it learns: objectives, pain points, your team, your timeline and the systems you already use. It recognizes 58 common business apps on sight and looks up the rest. Just talk, or type.
One private invite link, no passwords. Share it with teammates so everyone works on the same answers, and if you ever want a person, Summit hands you straight to our live support team.
02 · Data-quality gate
Clean data, before the build
Upload leads, accounts, contacts and opportunities from CSV templates (up to 5,000 records). Every file is scored by an automated data-quality gate before it reaches an engineer.
03 · Org briefing in moments
Already on Salesforce?
Connect your org (Beta) and Summit returns a read-only briefing within moments: security health, users and licenses, automation, data quality, and where CrossPeak can help.
04 · Live in 48 hours
From answers to a working org
The standard package is built in 24-48 hours. You get live progress, and if you get stuck, our team is alerted so a human steps in.
Five stages
Kickoff session
Meet the team, confirm goals, get your private Quick Start link.
Discovery with Summit
Answer by voice or chat in the Quick Start dashboard, and upload your data.
Build
As little as 24 hours; 24-48 hours for the standard package, up to about a week with extra customization.
Onboarding
Hands-on training, plus two recorded sessions: one for admins, one for end users.
Ongoing support
Two weeks of post-launch support, then maintenance and support as you grow.
What's in the box
- Leads, Accounts, Contacts and Opportunities, configured for your process
- Up to 15 users, 3 profiles and a 5-level role hierarchy
- Up to 8 opportunity stages with win probabilities and forecast categories
- 8 standard reports and an executive dashboard
- Up to 3 automation flows, including lead assignment
- Your logo, colors and a branded Lightning app
Secure from day one
MFA enforced, field-level security and duplicate rules set up for you. The org briefing is read-only, and authorizations are purged after 7 days of inactivity.
Ready on every screen
Sales Path with coaching text, Kanban views, role-based home pages and the Salesforce mobile app set up for your reps.
Not in the package: custom objects, CPQ, Service, Experience or Marketing Cloud, Field Service, and email or calendar integration.
Explore Quick StartThe full walkthrough, every feature, and what to expect at each stage.Live AI · running now
Talk to CrossPeak AI — right here.
This is our production conversational agent, not a recording. Tell it about your business and it does the legwork while you talk, then hands you to a real person when you're ready.
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Voice or text
Talk out loud or type, your call. The microphone is only used if you choose voice.
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Live company research
Say where you work and it looks your company up, checks it's the right one, and tailors the conversation.
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Schedule a meeting
Pick a time right in the chat. Your time zone is detected, and a real person confirms by email.
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Notes you can fix
It keeps a running summary of what it has learned. Tap anything to correct it before you send.
Loads the live agent right here on the page. Voice or text, your choice.
Prefer the whole screen, sound on?
Open full screenResults
A standardized base, plus custom agents built on top of it.
Every engagement follows the same two-tiered shape: a fast, repeatable entry point first, then tailored AI agents layered on once you're live and adopted. Both tiers below are running in production today — this is the actual pattern, not a projection.
Base layer — repeatable
Hear the walkthrough, see the deck
Quick Start: Salesforce, live in 24-48 hours
The problem
Traditional Salesforce implementations take months of consulting, scope creep, and email back-and-forth before a team ever sees a working org.
The solution — build time: 2 business days
A guided, step-by-step wizard captures every decision up front (lead sources, sales stages, roles, dashboards, branding); an automated data-quality gate scores your uploaded data before it ever reaches an implementation engineer.
Hard metrics
24-48hSubmission to go-live
$1,500Flat, transparent price
11Guided steps, zero email chains
90%+Automated data-quality gate
Business expansion
This is the entry point, not the ceiling — the base every custom agent below gets layered onto, backed by ongoing managed-services support as usage grows.
Top layer — special sauce
Watch it work: video, audio and screens
PTO Manager: a custom agent, built on the same base
The problem
Time-off requests were a manual, Slack-thread mess — approvals got buried, multi-country holidays and timezones were tracked by hand, and nobody trusted the balances.
The solution — live in production today
An AI-native Slack bot: an employee types "I need Tuesday through Thursday off," the request is parsed, dated correctly, and routed to the right manager with one-click approve/deny — team calendar, Google Calendar, balances, and analytics all update themselves.
Hard metrics
0Manual approval steps for managers
0Spreadsheets or honor-system tracking
Real-timeCalendar + balance sync
Business expansion
Built on top of a standard Salesforce/Slack base, exactly like Quick Start's own tier — the same tailored-agent pattern applies directly to a client's own approval workflow, whatever it is.
AI Agents
Autonomous AI Agents, built natively inside Salesforce.
Salesforce Agentforce is more than an evolution of AI — it's a fundamental shift in how businesses operate. Unlike a chatbot that offers suggestions, Agentforce introduces autonomous agents capable of reasoning, planning, and taking action directly inside your Salesforce ecosystem.
Reasoning Over Rules
Powered by the Atlas Reasoning Engine, agents understand intent and context, making independent decisions within the guardrails you define — not just following a decision tree.
Scalability Without Headcount
Rapidly scale your service and sales capacity without the overhead of traditional hiring, providing instant support during peak demand.
Seamless Handoffs
When a situation genuinely needs a human touch, agents provide a high-fidelity handoff to your team — no context lost in the transition.
Data-Driven Accuracy
Built natively on the Einstein Trust Layer and grounded in your real-time CRM data via Data Cloud, Agentforce eliminates hallucinations and delivers precise, auditable outcomes — qualifying leads, resolving cases, and optimizing workflows 24/7.
Certified Agentforce implementations
Deliver faster, more accurate, personalized service across every cloud
Integrated into Sales Cloud, Service Cloud, and Marketing Cloud alike — intelligent insights, personalized experiences, natural language processing, and continuous machine learning that gets sharper the longer it runs.
Field Service — resource deployment
Sales Cloud — development agent
Service — quoting agent
Manufacturing — service agent
Healthcare — dual-agent strategy
+ your stack next
The Playbook
Eight tools in production, not lab experiments.
Every tool below is running for a client or running CrossPeak's own operations today. Open any one for the real screens, a video or audio walkthrough, and the slide deck behind the build.
Base layer
Quick Start
A guided wizard turns your answers and data into a fully configured Salesforce org in 24-48 hours, for one flat $1,500, with an automated data-quality gate before build.
♪ Audio▤ Deck
Custom agent
PTO Manager
Slack-first time off: "I need Tuesday through Thursday off" becomes a routed, one-click approval, with holidays, timezones, calendars and balances handled automatically.
▶ Video♪ Audio▤ Deck
Admin tooling
CPS Salesforce Tools
A security-audited Chrome extension replacing a drawer of untrusted plugins: 13 admin tools in one panel, enterprise rollout, remote kill switch.
▶ Video♪ Audio▤ Deck
AI utility
Transcribe
Any audio or video into an accurate, timestamped transcript: a fast cloud mode, or a fully private mode where audio never leaves the browser.
▶ Video♪ Audio▤ Deck
Engagement
Fitness Challenge
Company wellness that runs itself: Strava activities sync, get scored fairly and climb a live leaderboard. No spreadsheets, no honor system.
▶ Video♪ Audio▤ Deck
Engagement
Ideas
A gamified innovation platform: anyone pitches, the team votes, and winners move across a transparent roadmap from New to Deployed.
▶ Video♪ Audio▤ Deck
Generative AI
Wallpaper Hub
The team pitches and votes on tomorrow's theme; overnight an AI model renders the winner as everyone's new desktop.
▶ Video♪ Audio▤ Deck
Developer tooling
Antigravity
A VS Code extension that makes cloud dev environments remember: agent logins, shell config and IDE settings survive every container reset.
▶ Video♪ Audio▤ Deck
The pattern repeats. Start on the standardized base, then layer in a tailored agent scoped to your actual workflow — on the same timeline, because the playbook, the AI patterns, and the Salesforce expertise are already proven, in production, today.
Get one built for youWhy teams trust the delivery
Predictable delivery, then real adoption support.
Fixed timeline, fixed price
The base layer is quoted and scheduled up front — no scope creep, no surprise invoices, no moving go-live date.
Adoption, not just go-live
Managed Services keeps the org supported after launch — flexible contract durations, tiered support, and preventative maintenance, not a one-and-done handoff.
Certified Salesforce expertise
30+ certified experts and 800+ Salesforce projects delivered — the AI layer sits on top of real Salesforce implementation discipline, not instead of it.
Pricing
AI-native pricing — while there's still room in our pipeline.
Because we build with AI ourselves, our delivery cost is genuinely lower than a traditional Salesforce shop's — and we're passing that through now, while we're still growing our client roster. These rates move up as our pipeline fills. Early is cheaper.
$1,500Flat · one package
Start here: Salesforce Quick Start
A fully configured Salesforce org for 5-15 sales users, guided by Summit and built by our certified team. Standard package live in 24-48 hours, with training and 2 weeks of post-launch support included.
Pilot
Prove it on one workflow
Scoped, fixed-fee — no long contract
- One real workflow, one real win
- Live in weeks, not quarters
- A working pilot, not a slide deck
Growth
Roll it out across the org
Introductory AI-accelerated rate — locked in now
- Multi-team Salesforce + AI rollout
- Dedicated CrossPeak delivery pod
- Priced below a traditional implementation partner, on purpose
Partner
Ongoing AI + Salesforce partner
Retainer, scoped to your roadmap
- Continuous delivery, not one-and-done
- First call on new CrossPeak AI capabilities
- Rate held for the life of the engagement
Beyond the Quick Start, real numbers depend on scope — this page intentionally doesn't publish a rate card, because our actual pricing is moving as our pipeline fills. Talk to us below and we'll quote against today's rate, not a stale one.
Let's talk
Book your Quick Start, or tell us what you run on.
No discovery deck, no multi-week sales process. A real person replies, usually the same day.
- Salesforce Quick Start: $1,500 flat, standard package live in 24-48 hours.
- Custom AI agents built on the same base, scoped to your workflow.
- Agentforce and Salesforce delivery from 30+ certified experts.