Sales Cloud · Growth
Sales Cloud Growth
Sales Cloud for a scaling team: up to three processes, automation, forecasting, AI lead scoring and an Agentforce agent switched on, with your CRM data migrated.
From $22,000
6 to 8 weeks
Package detailsPackages & pricing
Fixed-scope packages for Salesforce, HubSpot, Braze, SI and AI
53 packages with published scope, so you know what is included, what is not, and what it costs before the first call. Senior consultants only. Built to the standard financial services firms require.
Choose a platform
Start with the platform you run
Salesforce implementation packages
Fixed-scope Sales Cloud, Service Cloud, Financial Services Cloud, Marketing Cloud, Data Cloud and Experience Cloud …
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MuleSoft integration packages
Starter, Connect and Platform packages that connect Salesforce to your core systems, plus CloudHub 1.0 to 2.0 …
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HubSpot implementation packages
Sales Hub, Marketing Hub, Service Hub, Content Hub, Operations Hub and Customer Platform bundles. Foundation packages …
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Braze implementation packages
Readiness assessment, an 8 to 10 week Braze Launch and connectors into Salesforce or HubSpot, built for …
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SI and AI consulting packages
From an SI and AI readiness assessment to Claude or ChatGPT team rollouts, CRM connectors and production SI and AI …
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Support, retainers and managed services
Blocks of hours, monthly retainers and managed services for Salesforce, HubSpot and MuleSoft. Published prices, senior …
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Assessments, migrations and add-ons
Start with a free 30-minute CRM assessment, buy a fixed-price org assessment or audit, and add migrations, upgrades and …
See packagesHow packages work
Four stages, each with a published scope
Assess
Start with a free 30-minute CRM assessment, or buy a fixed-price org assessment. Assessment fees are credited against a Launch package signed within 60 days.
Launch
Foundation, Growth or Enterprise. Every tier lists what is included, what is not, what you provide and what “done” means. Anything beyond the listed scope is quoted in writing before work starts.
Optimize
Migrations, connectors, upgrades, and SI and AI agents added to a live system, scoped the same way.
Support
Blocks of hours, monthly retainers or managed services at published rates, with 30 days of hypercare included in every Launch package first.
Most popular by platform
Where most clients start
Three recommended starting points on each platform, led by the packages marked most popular. Every platform page lists the full set with scope, timelines and prices.
Salesforce implementation packages
See all 6 Salesforce packagesFinancial Services Cloud · Growth
Financial Services Cloud Growth
FSC for a growing practice: three business processes, an Agentforce advisor agent, Shield encryption and a compliance review queue for client communications.
From $48,000
8 to 12 weeks
Package detailsSales Cloud · Foundation
Sales Cloud Foundation
A clean Sales Cloud foundation for a small team: one sales process, lead routing, email integration and your data loaded, live in 3 to 4 weeks.
From $10,000
3 to 4 weeks
Package detailsHubSpot implementation packages
See all 11 HubSpot packagesSales Hub · Growth
Sales Hub Growth
Three pipelines, ten workflows, lead scoring, playbooks, forecasting and a Breeze Prospecting Agent, with your old CRM migrated.
$14,500
6 to 8 weeks
Package detailsMarketing Hub · Growth
Marketing Hub Growth
Four nurtures, lead scoring, lifecycle automation with sales hand-off, ads audiences, A/B testing, attribution and the Breeze Content Agent in your brand voice.
$16,500
6 to 8 weeks
Package detailsSales Hub · Foundation
Sales Hub Foundation
Sales Hub set up by a senior consultant in 3 to 4 weeks: one pipeline, sequences, meeting links, your data imported and your team trained. Replaces HubSpot's paid onboarding.
$7,500
3 to 4 weeks
Package detailsSI and AI consulting packages
See all 6 SI and AI packagesAgents · Growth
AI + CRM Jumpstart
From pilot to production in 4 to 6 weeks: the Team Rollout, the CRM connector, three production workflows with approval gates and audit trails, a prompt library and training.
From $35,000
4 to 6 weeks
Package detailsEnablement · Foundation
Claude or ChatGPT Team Rollout
Claude Team/Enterprise or ChatGPT Business/Enterprise set up with the controls a regulated firm needs, in any industry: SSO, retention settings, approved connectors, usage policy, starter projects and training.
From $12,500 up to 25 users
2 to 3 weeks
Package detailsAgents · Launch
CRM Connector Fast Start
Claude or ChatGPT connected to Salesforce or HubSpot through MCP with least-privilege access, three tested workflows and audit logging, in two weeks.
From $15,000
2 weeks
Package detailsMuleSoft integration packages
See all 4 MuleSoft packagesMuleSoft · Growth
MuleSoft Connect
Up to three integrations, or one full System, Process and Experience API set, with event-driven patterns and reusable Exchange assets.
$22,500
3 to 4 weeks
Package detailsMuleSoft · Foundation
MuleSoft Starter
Anypoint platform set up and your first production integration live in two weeks, sized to MuleSoft's Pre-Purchase plan from $2,000 a month.
$12,500
2 weeks
Package detailsMuleSoft · Enterprise
MuleSoft Platform
An API-led foundation your team keeps building on: architecture standards, Private Space, CI/CD, credit governance and a two-day developer workshop.
From $55,000
6 to 8 weeks
Package detailsBraze implementation packages
See all 4 Braze packagesBraze · Foundation
Braze Launch
Braze live in 8 to 10 weeks: workspaces, data model, SDK guidance, two channels, three Canvas journeys and the consent and frequency controls regulated firms need.
From $30,000
8 to 10 weeks
Package detailsBraze · Assess
Braze Readiness Assessment
Know what Braze will take before you sign: a review of your CRM, data, channels and consent model, a draft Braze data model and a priced plan for the first 90 days. Credited against Launch.
$7,500
2 to 3 weeks
Package detailsBraze · Optimize
Braze + Salesforce Connect
Braze and Salesforce working from one customer record: contacts, accounts and consent synced both ways, engagement written back to the record.
Quote-based
4 to 6 weeks
Package detailsSupport, retainers and managed services
See all 11 support packagesBlock of Hours · Support
Block of Hours: 20 hours
20 prepaid senior hours you direct against your own backlog, valid 12 months. Salesforce, AI and Braze work $4,500; HubSpot $3,800; MuleSoft $4,300.
$4,500 per block
Valid 12 months
Package detailsRetainer · Support
Retainer: 20 hours a month
20 reserved senior hours every month with a named consultant and priority response. Salesforce, AI and Braze $3,800/mo; HubSpot $3,100/mo; MuleSoft $4,200/mo.
$3,800 / month
6-month minimum
Package detailsManaged Services · Support
Managed Services: Professional
We own the outcomes: 50 senior hours a month with an account lead, 2-hour P1 response, monthly health checks, release readiness and quarterly roadmap reviews. Salesforce and multi-platform $9,500/mo; HubSpot $7,750/mo.
$9,500 / month
12-month term
Package detailsAssessments, migrations and add-ons
See all 11 assessment and add-on packagesMigration · Launch
Account Engagement to Marketing Hub Switch
Pardot (Marketing Cloud Account Engagement) replaced by HubSpot Marketing Hub in 5 to 6 weeks: prospects and opt-outs moved, core assets and 2 programs rebuilt, the Salesforce connector set up, and your team trained by role.
$9,500
5-6 weeks
Package detailsAssess
Free 30-minute CRM Assessment
A 30-minute call with a senior consultant on your Salesforce or HubSpot setup, followed by three written recommendations.
Complimentary
30 minutes
Package detailsAssess
Salesforce Org Assessment
A read-only review of your org's configuration, security, automation, data quality and technical debt, with an Agentforce readiness score and a prioritized roadmap. Credited against any Salesforce package.
$5,000
2 to 3 weeks
Package detailsLooking for a specific package?
Search all 53 packages by product, platform or need.
- Sales Cloud Foundation From $10,000
- Sales Cloud Growth From $22,000
- Sales Cloud Enterprise Quote-based
- Financial Services Cloud Foundation From $22,000
- Financial Services Cloud Growth From $48,000
- Financial Services Cloud Enterprise Quote-based
- MuleSoft Starter $12,500
- MuleSoft Connect $22,500
- MuleSoft Platform From $55,000
- CloudHub 1.0 to 2.0 Migration Quote-based
- Sales Hub Foundation $7,500
- Sales Hub Growth $14,500
- Sales Hub Enterprise Quote-based
- Service Hub Foundation $7,500
- Service Hub Growth $14,500
- Service Hub Enterprise Quote-based
- Marketing Hub Foundation $7,500
- Marketing Hub Growth $16,500
- Marketing Hub Enterprise Quote-based
- Customer Platform Bundle Foundation From $18,000
- Customer Platform Bundle Growth From $36,000
- Braze Readiness Assessment $7,500
- Braze Launch From $30,000
- Braze + Salesforce Connect Quote-based
- Braze + HubSpot Connect Quote-based
- AI Readiness Assessment $7,500
- AI Governance Pack Quote-based
- Claude or ChatGPT Team Rollout From $12,500 up to 25 users
- CRM Connector Fast Start From $15,000
- AI + CRM Jumpstart From $35,000
- AI Agent Build Quote-based per agent
- Block of Hours: 10 hours $2,500 per block
- Block of Hours: 20 hours $4,500 per block
- Block of Hours: 40 hours $8,000 per block
- Block of Hours: 80 hours $15,200 per block
- Retainer: 10 hours a month $2,000 / month
- Retainer: 20 hours a month $3,800 / month
- Retainer: 30 hours a month $5,400 / month
- Managed Services: Essentials $5,850 / month
- Managed Services: Professional $9,500 / month
- Managed Services: Enterprise Quote-based per month
- Fractional AI Architect $1,800 / month
- Free 30-minute CRM Assessment Complimentary
- Salesforce Org Assessment $5,000
- HubSpot Portal Audit $3,500
- Implementation Rescue Quote-based
- Advisor Book Migration $4,500
- Salesforce Org Migration Quote-based per source system
- Account Engagement to Marketing Hub Switch $9,500
- Salesforce to HubSpot Migration Quote-based
- Marketing Hub Pro Upgrade Quote-based
- Breeze Agents Launch Quote-based per agent
- Expedited Delivery Quote-based +20% of package fee
No packages match. Try a shorter word, or ask a senior consultant.
The fine print
Bundles and commercial rules
VP-HS-PLATFORM-FDNFixed bundle price for the three Hub Foundations
VP-HS-PLATFORM-GROFixed bundle price for the three Hub Growths
10% off the second and later Salesforce clouds bought together
Assess fee credited in full against a Launch package signed within 60 days
Every SOW offers a post-go-live block: 10% of package fee in hours, minimum 20 hours, at Block of Hours prices
VP-ADD-EXPEDITE+20% fee shortens Foundation or Growth timelines by up to 40%
Standard on every package
Always included
- A named senior consultant from kickoff to go-live; no junior staff and no hand-off to a different team.
- Kickoff workshop (up to 2 hours) and a written project plan with dates.
- Weekly 30-minute status call and a written weekly status.
- Discovery and design sessions as listed per package; a written design summary approved before build.
- Build in a sandbox, test portal or development workspace where the platform supports one, then deployment to production.
- Unit testing by Vantage Point; one UAT cycle supported; one round of fixes for defects against the approved design.
- Admin documentation: configuration log, runbook, and a field/object or property dictionary for what we built.
- The training sessions listed per package, delivered remotely and recorded; a training guide for each audience.
- 30 days of hypercare after go-live: defects in delivered scope are fixed at no charge; enhancements go to the optional post-go-live block.
- Definition-of-done checklist signed by the client.
Never included
- Software licences, credits, add-ons, apps, connectors, and vendor support.
- Custom code (Apex, LWC, Visualforce, HubSpot custom modules or apps, serverless functions, API services).
- Data cleansing, deduplication, enrichment or transformation beyond the record counts and rules listed; data is loaded as the client provides it.
- Integrations not named in the package, and any work inside third-party systems.
- Content: copywriting, design, imagery, email or page templates beyond the numbers listed.
- Training beyond the sessions listed, training for staff hired after go-live, and in-person training.
- Legal, compliance or regulatory approval; we configure controls, the client's compliance team approves them.
- Administration after the 30-day hypercare (sold as Support).
- Additional UAT cycles caused by changes to approved requirements.
- Work outside business hours (US Central or EET by client region), on-site work and travel.
- Performance or load testing, penetration testing, and accessibility audits.
- Licence negotiation, vendor contract changes, and vendor-side configuration we cannot access.
You provide
- A project owner with decision authority, available 2 to 4 hours a week.
- Licences in place, admin access, and a sandbox or test environment by kickoff.
- Subject-matter experts for each process in scope, available for workshops.
- Source data exported in the agreed format by the date in the project plan.
- Answers, design approvals and UAT sign-off within 3 business days of each request.
- Their own users' availability for training sessions.
- Compliance and legal review of any client-facing content, messaging or AI output.
We assume
- The client holds the edition and licences named in the package (for example Salesforce Enterprise or above; HubSpot Professional or above).
- One production org, portal or workspace, one business unit, one currency and one language unless the package says otherwise.
- Source data is in a single, exportable system and needs no reconstruction.
- Work is delivered remotely, in English.
- Timelines start when access is granted and run continuously; client-side delays extend them.
Frequently asked questions
Why are some prices “from” and others quote-based?
A fixed price means the scope listed buys exactly that. “From” means the published price buys the listed scope and anything discovery adds is quoted in writing before work starts. Quote-based packages depend too much on your systems and data to publish a single number, so we publish the scope and give you a fixed written price after a short scoping call.
Do prices include Salesforce, HubSpot or Braze licences?
No. Licences and subscriptions are bought by you from the vendor. Our packages cover senior consulting, configuration, data work, training and hypercare.
What happens if we need something that is not listed?
It is a change. We write it up, price it and you approve it before we do it. Nothing is added to an invoice that you did not sign off.
Who does the work?
A named senior consultant from kickoff to go-live. No junior staff, no hand-off to a different team, and the person you meet on the scoping call is the person who delivers.
Do you work with EU and UK firms?
Yes. See the Salesforce EU and HubSpot EU pages. Euro pricing is published where it is firm and available on request elsewhere.
Not sure which package fits?
Book a free 30-minute CRM assessment: one call with a senior consultant on your setup, goals and gaps, then three recommendations by email.