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Salesforce CRM Setup & Customization

$2,499.00

Complete Brand Identity System

This package gives your business a complete brand identity system, not just a logo. It includes logo direction, brand colors, typography, guidelines, business card, letterhead, email signature, social media assets, and ownership documentation, so your brand looks professional and consistent everywhere.

Package Includes

  • Brand discovery questionnaire
  • Logo concept development until final direction is selected
  • Final logo suite with web-ready, print-ready, and vector files
  • Brand color palette and complete typography system
  • Brand Guidelines PDF
  • Business card, letterhead, and email signature design
  • Social media brand assets
  • Copyright / IP Ownership Transfer Document
Estimated delivery: 10–14 business days. Delivery time may depend on how quickly the client provides required information and feedback.
Pay only 30% deposit now

WHAT YOU WILL GET

Professional, consistent, ready-to-use branding for your business.

This package gives your business a complete visual identity foundation for your website, social media, business cards, email communication, documents, presentations, and marketing materials.

Package Overview

The Complete Brand Identity Package is designed for businesses that need a professional, consistent, and ready-to-use visual identity.

This is not just a logo design service. It is a complete visual identity package created to make your business look polished, professional, and consistent everywhere your customers see your brand.

The process starts with a brand discovery questionnaire so we can understand your business, audience, style preferences, competitors, and overall brand direction.

We then begin logo concept development and continue creating or refining logo directions until the final visual direction is selected. Once the final logo direction is approved, we polish the selected logo and build the full brand identity system around it.

Brand Discovery Questionnaire

Before the design process starts, we collect the key information needed to build your brand identity.

  • Business name
  • Industry
  • Target audience
  • Brand style
  • Competitors
  • Preferred colors
  • Design examples you like
  • Website or social media links
  • Existing brand materials, if available
  • Business goals and positioning
  • Preferred visual direction
Logo Concept Development Until Final Direction Is Selected

We do not limit the branding process to only one or two logo concepts.

Your business will receive logo concept development until a final logo direction is selected. We will continue creating and refining logo directions based on your feedback until we identify the visual style that fits your business, industry, audience, and brand positioning.

Once the final direction is approved, we will polish the selected logo and prepare the complete logo suite for web, print, social media, and business use.

  • Multiple logo concept directions during the concept stage
  • Logo style exploration
  • Client feedback review
  • Logo refinement based on feedback
  • Final approved logo design
  • Professional preparation of final logo files
  • Complete logo suite delivery
1. Final Logo Suite

You receive a complete set of logo files and logo variations.

  • Primary logo
  • Secondary logo
  • Horizontal logo version
  • Vertical logo version
  • Icon / submark
  • Black logo version
  • White logo version
  • Gold logo version
  • Transparent background version
  • Web-ready logo files
  • Print-ready logo files
  • Vector logo files
2. Color Palette System

You receive a complete brand color system, not just random colors.

  • Primary color
  • Secondary color
  • Accent color
  • Neutral colors
  • Background colors
  • Text color guidance
  • Button/accent color guidance
  • HEX codes
  • RGB codes
  • CMYK codes
  • Basic color usage examples
3. Typography System

You receive a complete typography system for your brand.

  • Heading font
  • Body font
  • Accent font, if needed
  • H1 style
  • H2 style
  • H3 style
  • Body text style
  • Button text style
  • Basic spacing and hierarchy rules
  • Font usage examples
4. Brand Guidelines PDF

You receive a professional brand guidelines document, usually 10–15 pages.

  • Logo usage
  • Logo variations
  • Logo spacing
  • Logo placement
  • Incorrect logo usage
  • Color palette
  • Typography system
  • Brand mood
  • Visual style
  • Business card preview
  • Social media preview
  • Basic brand application examples
5. Business Card Design

You receive one professional business card design.

  • Front side design
  • Back side design
  • Print-ready PDF
  • Digital preview file
6. Letterhead Design

You receive a branded letterhead design for business documents, proposals, invoices, letters, or official communication.

  • Letterhead layout
  • Logo placement
  • Brand colors
  • Business contact area
  • Print-ready PDF
7. Email Signature Design

You receive a branded email signature design.

  • Name
  • Title
  • Company name
  • Phone number
  • Website
  • Email
  • Social links, if provided
  • Logo placement
8. Social Media Brand Assets

You receive real social media files that can be used for your business profiles and posts.

  • Profile image / avatar
  • Facebook cover
  • LinkedIn cover
  • Instagram post template
  • LinkedIn post template
  • Story template
9. Copyright / IP Ownership Transfer Document

After the project is completed and paid in full, you receive a written Copyright / Intellectual Property Ownership Transfer Document for the final approved logo and final brand identity assets.

This document confirms that:

  • The final approved logo was created specifically for your business
  • The final approved logo was paid for by you
  • The final approved logo and final brand assets are assigned to your business
  • You receive exclusive rights to use the final approved logo for your business
  • The final approved logo may be used on your website, social media, business cards, signage, packaging, marketing materials, digital ads, documents, and other business materials
  • The final approved logo and final brand assets will not be resold to another client
  • Unused concepts, unused drafts, rejected logo directions, and internal design files remain the property of Veteran Global Solutions unless purchased separately or agreed otherwise in writing
Final Delivery Folder

All final files are delivered in an organized folder.

  • PNG files
  • JPG files
  • SVG files
  • PDF files
  • Web-ready files
  • Print-ready files
  • Vector logo files
  • Brand Guidelines PDF
  • Business card files
  • Letterhead file
  • Email signature file
  • Social media asset files
  • Copyright / IP Ownership Transfer Document
Best For
  • Startups
  • Small businesses
  • Service-based businesses
  • Consultants
  • Online stores
  • Local businesses
  • Professional service providers
  • Personal brands
  • Companies launching a new brand
  • Companies refreshing an existing brand
  • Businesses that need a polished and consistent visual identity
Delivery Time

Estimated delivery time: 10–14 business days.

Delivery time may depend on how quickly the client provides required information and feedback.

Revisions

Logo concept development continues until the client selects the final logo direction.

After the final logo direction is approved, the package includes 2 rounds of refinement revisions to polish the selected logo and brand materials.

Additional major changes after the final direction is approved may require an extra fee if they change the original project scope.

Requirements From Client
  • Business name
  • Business industry
  • Short business description
  • Target audience
  • Preferred brand style
  • Preferred colors, if any
  • Examples of brands you like
  • Competitor examples
  • Website link, if available
  • Social media links, if available
  • Contact details for business card and email signature
  • Any existing logo or brand files, if available
  • Any slogan or tagline, if available
Important Notes

This package includes visual brand identity design only.

It does not include trademark registration, legal trademark search, legal brand name research, copyright registration with the U.S. Copyright Office, printing services, website design, paid advertising setup, or full marketing strategy.

The included Copyright / IP Ownership Transfer Document covers the final approved logo and final approved brand identity assets created and delivered as part of this project after full payment is received.

Trademark registration is not included. If you want to legally register your business name, slogan, or logo as a trademark, that should be handled separately through a qualified trademark attorney or trademark filing service.

Website design, landing pages, social media management, advertising setup, CRM setup, and marketing automation can be added separately.

Logo concept development continues until the final direction is selected, based on the original business brief and project scope. Major changes to the business name, industry, offer, target audience, or creative direction after approval may require additional work and may be quoted separately.

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Salesforce CRM Setup & Customization

Build a Salesforce CRM your team can use consistently—and scale with confidence.

Configure a structured Salesforce foundation for customer data, sales progress, user access and reporting—so a growing or established organization can work from one disciplined CRM without unnecessary complexity.

Build Salesforce Around One Approved CRM Process

We begin with one focused CRM architecture workshop covering how a lead enters the business, which customer records the team needs, how ownership should work, what qualifies an opportunity, and which outcomes management needs to see. The Salesforce org is then configured around that approved operating process instead of leaving users with generic fields, disconnected records, and an unclear path from first inquiry to closed business.

Establish the Core Customer Data Model

We organize the standard Lead, Account, Contact, Opportunity, and Activity records around the relationships your team needs to manage. The resulting structure creates a practical source of truth for people, companies, potential revenue, ownership, and customer-facing activity. Custom objects, complex junction relationships, industry-cloud data models, and large architectural redesigns are separate services.

Configure Up to 25 Approved Custom Fields

Up to 25 approved custom fields are created across the included standard objects. Field names, data types, picklist values, help text, required information, and field-level access are aligned with the approved process so users can capture information consistently. Formula fields, advanced dependencies, encrypted fields, external IDs, and extensive restructuring of an existing data model may require additional scope.

Shape Record Types and Page Layouts

Up to two approved record types are configured in total where different record experiences are genuinely needed. We refine up to five standard page layouts so the most useful fields, related information, and actions appear in a clearer working order. The package is designed for one core CRM operation; multiple divisions, extensive layout variants, Dynamic Forms architecture, and complex conditional interfaces are scoped separately.

Define Lead and Opportunity Progress

One approved lead process with up to eight lead statuses and one opportunity sales process with up to ten stages are configured. Stage names, order, probability, closed outcomes, and required working expectations are aligned with the client-approved journey. One focused Opportunity Path can also highlight key fields and practical guidance so users understand what belongs at each stage without turning the CRM into a rigid script.

Prepare One Focused Lightning Workspace

One Lightning app is prepared with an approved navigation structure of up to eight core tabs. The workspace brings the relevant CRM records, activities, reports, and dashboard access into a cleaner daily experience for the included team. Extensive Lightning page development, custom components, mobile-specific builds, Experience Cloud, and industry-console configuration are not included in this foundation package.

Structure Access by Job Function

Basic access is prepared for up to ten named users using the licenses available in the client’s Salesforce org. The included structure can cover one role hierarchy with up to three levels and up to four approved permission sets or permission set groups. Object, field, tab, and record visibility are reviewed for the included CRM model, while enterprise sharing redesign, territory management, delegated administration, and complex exception rules are separate.

Add Practical Data Discipline

Up to five straightforward validation rules can be configured to protect essential information at the appropriate point in the approved process. Required fields, controlled picklist values, stage expectations, and clear user-facing error messages help reduce incomplete records without introducing heavy automation. Salesforce Flow, approval processes, Apex, custom code, and multi-object automation are intentionally reserved for separate implementation scope.

Create Clear Views for Daily Work

Up to six approved list views are prepared so users and managers can quickly reach the records that matter, such as new leads, owned opportunities, records needing attention, active pipeline, and closed outcomes. The final views are selected around the approved access model and available data, giving the team a simpler working rhythm without creating an unmanageable library of overlapping filters.

Build Reports and a Management Dashboard

Up to eight approved Salesforce reports and one dashboard with up to six supported components are configured. Reporting can cover lead volume, conversion, opportunity stage, pipeline value, ownership, activity, or another agreed management measure supported by the included data model and Salesforce edition. Advanced analytics, CRM Analytics, cross-system reporting, historical trend architecture, and executive data warehousing are separate services.

Test the CRM With Representative Scenarios

We run one controlled validation cycle using up to 15 agreed scenarios. Testing checks record creation, required information, layouts, record types, lead and opportunity progress, user visibility, list views, reports, and dashboard results. One fixed-scope correction round is included when the original approved requirements remain unchanged, helping the team begin with a stable and understandable CRM foundation.

Document, Train, and Hand Off the System

The client receives a practical configuration summary covering the included data model, fields, record types, layouts, sales process, access structure, views, reports, dashboard, and operating expectations. One 90-minute live administrator or team handoff session and 14 calendar days of post-launch support are included for questions and minor corrections within the original scope. Salesforce licenses, paid add-ons, migration, automation, custom development, integrations, and third-party costs are separate.

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