Skip to content

Packages & pricing

Fixed-scope packages for Salesforce, HubSpot, Braze and AI

54 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 for financial services and other regulated industries.

Three package tiers, small to large

Choose a platform

Start with the platform you run

How packages work

Four stages, each with a published scope

  1. Assess

    Start free with a self-assessment or a 45-minute expert review, or buy a fixed-price org assessment. Assessment fees are credited against a Launch package signed within 60 days.

  2. 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.

  3. Optimize

    Migrations, connectors, upgrades and AI agents added to a live system, scoped the same way.

  4. 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 packages
Most popular

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

6–8 weeks

Package details
Most popular

Financial 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

8–12 weeks

Package details

Sales 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

3–4 weeks

Package details

HubSpot implementation packages

See all 11 HubSpot packages
Most popular

Sales 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

6–8 weeks

Package details
Most popular

Marketing 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

6–8 weeks

Package details

Sales 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

3–4 weeks

Package details

AI consulting packages

See all 6 AI packages
Most popular

Agents · 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

4–6 weeks

Package details

Enablement · Foundation

Claude or ChatGPT Team Rollout

Claude Team/Enterprise or ChatGPT Business/Enterprise set up the way a regulated firm needs it: SSO, retention settings, approved connectors, usage policy, starter projects and training.

From $12,500 up to 25 users

2–3 weeks

Package details

Agents · 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 details

MuleSoft integration packages

See all 4 MuleSoft packages
Most popular

MuleSoft · 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

3–4 weeks

Package details

MuleSoft · 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 details

MuleSoft · 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

6–8 weeks

Package details

Braze implementation packages

See all 4 Braze packages
Most popular

Braze · 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

8–10 weeks

Package details

Braze · 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

2–3 weeks

Package details

Braze · 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

4–6 weeks

Package details

Support, retainers and managed services

See all 11 support packages
Most popular

Block 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 details
Most popular

Retainer · 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 details
Most popular

Managed 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 details

Assessments, migrations and add-ons

See all 12 assessment and add-on packages
New

Migration · 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 details

Looking for a specific package?

Search all 54 packages by product, platform or need.

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?

Take the free self-assessment or book a 45-minute expert review. Both are complimentary and both are with a senior consultant.

Get your free CRM assessment

Client reviews

Scope you can hold us to

Verified project reviews from Salesforce clients.

4.7/5 from 19 verified project reviews on Salesforce AgentExchangeRead them →
“Vantage has been a great and flexible partner. They have met all of our needs and then some.”
Verified customer, Professional Services
Verified review on Salesforce AgentExchange
“No over sell, no wasting hours. delivered just what we needed on time and under budget.”
Verified customer, Financial Services
Verified review on Salesforce AgentExchange
“The contract terms were fair, logical, and without need for modification. Point being, we were able to get to work quickly.”
Verified customer, Energy & Utilities
Verified review on Salesforce AgentExchange

Find your team

Salesforce and HubSpot built around how each team works, on one client record.

All solutions by team

CRM and AI consulting in 102 markets

One senior-only team, based in Dallas with a practice in Sofia. Each market page covers the local economy, the sectors that drive it and how we apply Salesforce, HubSpot and AI there.