Getting Started with Us
Your journey from first contact to successful cooperation
Initial Inquiry
Get started by submitting an inquiry through our contact form or requesting a call. We'll reach out to learn about your needs and objectives.

Requirements Discussion
On an introductory call, we'll discuss requirements, pain points, and goals for your Salesforce initiative. This helps us fully understand your needs.

Proposed Solution
We'll analyze your requirements & provide a detailed proposal outlining our recommended solution, project team, timeline, and costs.

Collaboration & Feedback
Then, we'll have further discussions to align on the proposal and gather any additional feedback to refine the plan.

Finalize Project Details
We'll analyze your requirements & provide a detailed proposal outlining our recommended solution, project team, timeline, and costs.

Showcasing Our Certified Salesforce Expertise
Certifications
50+
from CPQ Specialists & Field Service Consultants to Certified Marketing Cloud Administrators & OmniStudio Developers etc
Success stories
250+
from Tableau implementation to various Integrations for Startups and Enterprises
Employees
50+
passionate creators


Comparison of delivery models
Features
Dedicated Team
Project Based
Staff Augmentation
Features
Project Length
From 3 month
From 80h
From 2 weeks
Team Size
From 1 FTE to max
No limits
1-2 experts
Budget Predictability
Fixed team cost (Fixed Price)
Pay as you go (T&M)
Fixed price (based on expertise and hours per specialist)
Delivery Type
Part of the client's team
Turnkey delivery
On-demand staffing
Rates
Resource dependent
Flat rate
Resource-dependent
Excellence in Every Step
At Routine Automation, we blend expertise with precision to ensure each project exceeds expectations.
Crafting the Foundation of Success
We meticulously plan and align our strategy with your goals to provide a clear roadmap right from the start.
Understanding Your Vision in Depth
Our team dives deep into your business requirements, ensuring every nuance is captured.
Project Transparency
Be continuously informed and involved. Your insights and feedback are vital to us.
Tailored Excellence
We've got your back with custom solutions tailored to your needs.
Rigorous Quality Assurance
We go the extra mile to deliver reliable, efficient and top-notch solutions just for you.
Beyond the Launch
Count on us, we'll keep your Salesforce system rock-solid and secure.
Choose Your Level
of Salesforce Support
of Salesforce Support
Features
Basic
40 hrs
Standard
80 hrs/month
Premium
120 hrs/month
Custom
160 hrs/project
Optimization types:
Process Optimization




Initial Issue Resolution




Monthly Efficiency Tips




Strategic Optimization




System Enhancements




Continuous Improvement




Priority Handling:
Quick responses to critical
issues + tasks
issues + tasks




Highest priority handling
for urgent matters
for urgent matters




Quick Responses
8 h
4 h
2 h
1 h
Scalability




Performance Check




Strategic Guidance




Custom Solutions




Quarterly Assessment Results




Dedicated Team




Our Technology Stack to build trust














Our Technology Stack to build trust
The team
65+ passionate creators
Reviews
Join 250 + companies who’ve reached Salesforce bliss with Routine AutomationWe’re Building Success Together
We’re Building Success Together