PWPM Wiki

Salesforce Implementation Cost Estimate

This is a practical guide to building a cost estimate for a salesforce implementation project — a forecast of the money required to complete the work, adapted to the realities of rolling out Salesforce for sales, service or marketing cloud.

What a Cost Estimate is

A cost estimate is a forecast of the money required to complete the work. For the full concept and how it works in general, see Cost Estimation. On a salesforce implementation project it plays the same role, tuned to this kind of work.

Why it matters for a Salesforce Implementation project

Salesforce Implementation projects live or die on rolling out Salesforce for sales, service or marketing cloud. A well-built cost estimate gives the team a shared, explicit reference for exactly that — reducing ambiguity, aligning stakeholders, and making problems visible early enough to act. Skipping it, or doing it generically, is how salesforce implementation projects drift into avoidable delay and cost.

What to include

  • Labour costs
  • Material/equipment costs
  • Indirect costs
  • Contingency
  • Estimate basis and assumptions

Salesforce Implementation-specific considerations

Tailor the cost estimate to the risks that most often derail salesforce implementation projects:

  • Over-customisation
  • Adoption by the sales team
  • Data hygiene and deduplication

Example

On a real salesforce implementation project, the cost estimate would be shaped by rolling out Salesforce for sales, service or marketing cloud. In particular, it should explicitly account for the project’s biggest risks — over-customisation, adoption by the sales team, data hygiene and deduplication — rather than treating them as afterthoughts.