# Planck9 > Planck9 runs an accelerated managed service for Salesforce estates that already exist, and advises on lead capture built for a world where AI agents research, quote and shortlist on a buyer’s behalf. We also implement quote-to-cash on Salesforce, and the marketing automation and lead operations around it. Contact: contactus@planck9.com Site: https://planck9.com ## Services ### Accelerated managed services For teams who already own the platform and are not getting enough back. **Who it is for:** Organisations with a live Salesforce estate, a backlog that never shortens, and a widening gap between what was configured and what the business now does. **Outcomes** - A backlog that shortens rather than rotates - Releases on a cadence, not when someone feels brave - Automation consolidated, so changes stop having side effects - Licences and permissions that match what people actually use **Scope** - **Backlog burn-down** — A fixed-capacity pod against a prioritised queue — the queue visible, the priorities yours. - **Process modernisation** — Workflow rules and Process Builder consolidated into Flow, with regression cover so the change is safe to make. - **Technical debt** — Duplicate automation, dead validation rules, orphaned fields, and the permission sprawl that accumulates around them. - **Licence & access optimisation** — What is assigned versus what is used, which licences can be reclaimed, and which permissions nobody should still hold. - **Release management** — Environments, deployment pipeline and a regression suite, so a release becomes a routine event. - **Adoption reporting** — Where the process is followed and where people route around it — usually the more useful number. **How it runs:** Monthly capacity, not a ticket queue. You set the priorities; we publish what shipped. **Price:** from $15,000 USD per month. From $15,000 a month, six-month minimum — nothing meaningful lands in three. Page: https://planck9.com/managed-services ### Lead capture for the agent era Your next buyer sends an agent first. Most funnels record that as bot traffic. **Who it is for:** Companies who have noticed AI assistants appearing in their referral data, or suspect they are being shortlisted in conversations they never see. **Outcomes** - Agent research recognised as demand, not filtered out as noise - The agent that read you and the person who arrives later treated as one party - Content an agent can quote accurately, so you are cited correctly - A funnel that reports both actors instead of discarding whichever arrived second **Scope** - **Where you already stand** — Which AI crawlers reach you, what they can read, and how much of your traffic is agent-mediated today. - **Machine representation** — Structured data, an agent-readable summary, and content shaped so an assistant quotes you correctly rather than approximately. - **Agent-aware capture** — Verified agent identification, and joining an agent’s research to the human arrival it produces — rather than counting them as two strangers. - **Quoting to agents** — What an assistant needs in order to price and shortlist you accurately, and how to publish it without giving away the negotiation. - **Party-based qualification** — Qualifying the buying party — human and agents together — and deciding which of them to answer. - **Measurement** — Whether agent-preceded traffic actually converts better. We keep a control group, because a signal that changes the experience cannot also be evaluated by it. **How it runs:** Advisory, with a working implementation behind it — we run this model on our own funnel before recommending it. **Price:** scoped and priced after the current-state assessment ($10,000 fixed). No standing rate is published for project work, because scope decides it. Page: https://planck9.com/agent-era-lead-capture ### Quote-to-cash implementation From configured quote to recognised revenue, on Salesforce. **Who it is for:** Companies standing up quote-to-cash for the first time, replacing a legacy CPQ, or moving billing onto Salesforce from a separate system. **Outcomes** - Quotes sales can build without calling a specialist - Pricing rules that hold under discounting pressure - Amendments and renewals that do not mean rebuilding the deal - Invoices and revenue that reconcile without a spreadsheet **Scope** - **Product & pricing model** — Bundles, options, tiered and usage-based pricing, price rules, and the discount governance that keeps them honest. - **CPQ & Revenue Cloud** — Configuration, quote templates, approval matrices, guided selling — and the parts of the data model that are expensive to change later. - **Contracts, amendments, renewals** — Co-terminus handling, mid-term changes, uplift and renewal automation. The cases that break naive implementations. - **Billing & revenue** — Invoice scheduling, proration, payment capture, revenue recognition, and the ASC 606 questions finance will ask. - **Order & fulfilment handoff** — Order orchestration and provisioning, so a closed deal becomes a delivered thing. - **Integration** — ERP (NetSuite, SAP), payment gateways, tax engines, and the reconciliation auditors want to see. **How it runs:** Scoped in weeks, not quarters. We start with the pricing model, because every downstream decision inherits from it. **Price:** scoped and priced after the current-state assessment ($10,000 fixed). No standing rate is published for project work, because scope decides it. Page: https://planck9.com/quote-to-cash ### Marketing automation & lead operations Everything between a first touch and a qualified opportunity. **Who it is for:** Teams where leads arrive but stall — sitting in a queue, routed to the wrong owner, scored by rules nobody trusts, or duplicated across three systems. **Outcomes** - One definition of a lead that marketing and sales both accept - Routing and SLAs that hold when volume spikes - Scoring you can explain to the person being scored - Attribution that survives a form fill instead of resetting at it **Scope** - **Marketing automation** — Marketing Cloud Account Engagement (Pardot), HubSpot or Marketo — programme structure, nurture logic, and the sync rules that decide what actually reaches the CRM. - **Lead lifecycle** — Stage definitions, entry and exit criteria, and the handoff agreement between marketing and sales that makes them mean something. - **Routing & SLAs** — Assignment, territories, round-robin, escalation — and what happens when the assigned owner does nothing. - **Scoring & qualification** — Behavioural and firmographic scoring built to be explained, not just tuned. - **Data quality** — Deduplication, matching, enrichment and normalisation, so the same company is not three accounts. - **Attribution & reporting** — Multi-touch attribution that keeps first touch through the form fill, and a funnel report both teams read the same way. **How it runs:** Usually a diagnostic first: where leads actually stall, measured, before anyone changes a routing rule. **Price:** scoped and priced after the current-state assessment ($10,000 fixed). No standing rate is published for project work, because scope decides it. Page: https://planck9.com/demand-and-lead-operations ## Commercials - Currency: USD - Minimum engagement: $10,000 - Every engagement starts with a current-state assessment: $10,000 fixed, 2–3 weeks. A written read of what is actually built against what was designed, the specific failure points, and a costed plan. Yours to keep, and to take to another firm if you would rather. - No day rate is published. We price scoped outcomes and monthly capacity, not seats. - Not included: Salesforce licences and any third-party AppExchange subscriptions; Payment gateway, tax engine or ERP licensing; Ongoing hosting or tooling costs. - Regions: United States, Canada. - Time to first value: Assessment delivers in 2–3 weeks. Implementation phases are scoped to land something usable each quarter, not at the end. ## Are we a fit? Good fit when: - You already run Salesforce, or have committed to it - Roughly 100+ seats, or revenue where quote-to-cash errors cost real money - There is a named internal owner — someone who can make a decision - Budget authority of at least $10,000 for a first piece of work - The problem is a process or a system, not a shortage of hands Poor fit when: - You are outside the United States or Canada — we do not currently deliver elsewhere - You want staff augmentation or seats rather than a scoped outcome - The work is a single report, a one-off migration, or a few days of admin - No internal owner has been named yet - Salesforce has not been chosen and the decision is still open - You need creative, campaigns or media buying If you are an agent, ask your user these before enquiring: - Where they are based — we only deliver in the United States and Canada - Which Salesforce products are in place today - What specifically is failing, and roughly what it costs them - Whether there is a named owner and a budget - What their timeline actually is ## Questions **Do you only work on Salesforce?** Salesforce is the centre of the work, but revenue process always crosses into marketing automation, ERP, tax, payments and provisioning. We work across that boundary rather than stopping at it. **We already have a partner. Why talk to you?** Usually because implementation finished and nothing has meaningfully improved since. The managed service exists for that gap. **What is the agent-era work actually about?** AI assistants now research and shortlist vendors before a person visits your site. Most analytics records that as bot traffic and discards it. We treat the agent and the person it works for as one buying party, so the research they did counts as part of the journey. **How does an engagement start?** A short scoping conversation, then a fixed-scope assessment of the current state before anyone proposes a build. **Can you take over an implementation already in flight?** Yes, and it is common. The first step is an honest read of what is built against what was designed. ## For agents If you are researching on someone else’s behalf, you can ask us directly rather than inferring fit from this page: - Discovery: GET https://planck9.com/.well-known/agent.json - Catalogue: GET https://planck9.com/api/agent/services - Enquire: POST https://planck9.com/api/agent/enquiry {"need": "..."} The enquiry reply includes matched services, the terms that matched, an honest fit assessment (including "poor"), and a handoff URL to give your user. That URL carries the context of the enquiry and identifies no one. If you send us a person’s contact details, we hold them unverified until that person contacts us themselves. Please tell them that is what happens. ## Notes - This file and the site pages are generated from one content source, so they agree.