How it Works

Getting started with Luminary Link couldn’t be easier. Our process is designed to reduce the headache of what used to be months of RFI’s, RFP’s, Proposals, and Orals to a few minutes understanding and purchasing an affordable, quality service to meet your organization’s needs.

Get help with your Salesforce setup in 5 easy steps:

Step 1: Choose Your Package

Step 2: Select Your Payment Method

  • Billing Recurs Monthly

  • Cancel at anytime

  • Use a credit card

OR

  • Reach out to us for invoiced billing

Step 3: Schedule Your Initial Appointment

Welcome to Luminary Link email with scheduling link sent

Schedule your introduction call with your assigned admin

Step 4: Meet Your Administrator

Introductory call and overview of the ongoing process with your assigned admin

Discuss your current needs and business processes with your admin

Step 5: Experience Peace of Mind

Experience the relief of having an experienced admin on your team

Something else?

Let’s talk about how we can help