Salesforce · 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
- Timeline: 3–4 weeks
- Sized for: Up to 25 users
- 1 sales process and pipeline, up to 8 stages
- Lead assignment and conversion mapping
- Outlook or Gmail integration with Einstein Activity Capture
- Up to 10,000 records imported from one source
- Admin and end-user training, recorded
What is included and what is not
Included
- 1 discovery workshop (2 hours)
- Org settings, fiscal year and currency
- Up to 25 users, 3 profiles or permission sets, 1 role hierarchy (up to 3 levels)
- Standard objects: Leads, Accounts, Contacts, Opportunities, Activities
- 1 sales process with 1 opportunity record type and up to 8 stages
- Lead assignment rules (up to 5) and lead conversion mapping
- Up to 15 custom fields and 3 Lightning record pages
- Outlook or Gmail integration and Einstein Activity Capture
- 2 notification flows
- 5 reports and 1 dashboard
- Import of up to 10,000 records from 1 CSV source (accounts, contacts, open opportunities)
- 1 admin training (90 min) and 1 end-user training (60 min)
Not included
- Agentforce agents
- CPQ / Revenue Cloud
- Custom objects
- Territory management and forecasting
- Approval processes
- Integrations other than email and calendar
- Data from more than one source; closed opportunities and activity history
Full scope, assumptions and acceptance criteria →
Most popular
Salesforce · 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
- Timeline: 6–8 weeks
- Sized for: 25–75 users
- Up to 3 sales processes and pipelines
- 8 automation flows and 1 approval process
- Collaborative forecasting and AI lead scoring
- Agentforce SDR or Sales Coach agent, 1 topic
- Migration of up to 25,000 records from one CRM
What is included and what is not
Included
- Everything in Foundation
- Up to 75 users and 2 discovery workshops
- Up to 3 sales processes, record types and pipelines
- Up to 3 custom objects and 40 custom fields
- 8 record-triggered or scheduled flows and 1 approval process (e.g. discounts)
- Collaborative forecasting for 1 forecast type; AI lead scoring
- Agentforce SDR or Sales Coach agent enabled with 1 topic and up to 3 actions, tested against 10 scripted cases
- 15 reports and 3 dashboards
- Migration of up to 25,000 records from 1 CRM, including open and closed opportunities
- 1 Vantage Point accelerator (RecordIQ, Dynamic Forms, Advanced Data Table or Field Set)
- 3 training sessions
Not included
- CPQ / Revenue Cloud
- Agents beyond 1 topic (see AI Agent Build)
- Activity history import; records beyond 25,000 (org migration add-on)
- Custom Apex or LWC
- ERP, marketing automation or telephony integrations
- Territory management
Full scope, assumptions and acceptance criteria →
Salesforce · Sales Cloud · Enterprise
Multi-business-unit Sales Cloud with territories, integrations, agents and governance, scoped after an assessment.
Quote-based
- Timeline: 8–16 weeks
- Sized for: 75+ users
- Multi-business-unit design, up to 3 units
- Territory management
- Up to 3 Agentforce agents
- Up to 2 integrations
- Legacy CRM migration with mapping workshop
What is included and what is not
Included
- Everything in Growth
- Multi-business-unit design (up to 3 units)
- Territory management
- Up to 3 Agentforce agents
- Up to 2 integrations from the MuleSoft or native connector list
- Custom Apex or LWC up to 40 hours
- Legacy CRM migration with mapping workshop (up to 250,000 records)
- Sharing and governance model; release process with change sets or DevOps Center
- Train-the-trainer
Not included
- Anything not in the signed SOW
- CPQ / Revenue Cloud unless quoted
Full scope, assumptions and acceptance criteria →
Salesforce · Financial Services Cloud · Foundation
The FSC data model done right: households, relationships, financial accounts, an onboarding process with action plans and compliant data sharing, for up to 35 advisors.
From $22,000
- Timeline: 4–6 weeks
- Sized for: Up to 35 advisors or bankers
- FSC data model: households, relationship groups, financial accounts
- Actionable Relationship Center on 2 record pages
- 1 client onboarding process with 3 action plan templates
- Compliant data sharing and field audit trail
- Migration of up to 25,000 records
What is included and what is not
Included
- Up to 35 advisors or bankers
- FSC data model (person accounts, households, relationship groups, financial accounts, financial goals)
- Actionable Relationship Center on 2 record pages
- 1 client onboarding process with action plans (3 templates)
- Compliant data sharing for 1 role hierarchy
- Field history and field audit trail on up to 20 fields
- 10 reports and 2 dashboards
- Migration of up to 25,000 records from 1 source
- 3 trainings (admin, advisors, operations)
Not included
- Custodial, core-banking or policy-admin integrations and data feeds
- Agentforce
- Shield setup
- Insurance policy or loan origination objects beyond core FSC
- Experience Cloud
Full scope, assumptions and acceptance criteria →
Most popular
Salesforce · 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
- Timeline: 8–12 weeks
- Sized for: 35–100 users
- Up to 3 business processes
- Agentforce advisor or banker agent, 1 topic
- Shield Platform Encryption and Event Monitoring
- Compliance review queue for client communications
- Migration of up to 25,000 records plus 1 accelerator
What is included and what is not
Included
- Everything in Foundation
- Up to 100 users
- Up to 3 business processes (e.g. onboarding, service requests, annual reviews)
- Agentforce advisor or banker agent enabled with 1 topic and up to 3 actions, tested against 10 cases
- Shield Platform Encryption and Event Monitoring configuration if licensed
- Compliance review queue for client communications
- Migration of up to 25,000 records
- 1 Vantage Point accelerator
- 4 trainings
- Custodial or core-banking integration is added with the custodial add-on (from $12,000 per custodian)
Not included
- Custodial, core-banking, mortgage or loan origination integrations (add-on or quoted)
- Custom-built connectors
- Records beyond 25,000
- Agents beyond 1 topic
- SEC 17a-4 archiving vendor setup
Full scope, assumptions and acceptance criteria →
Salesforce · Financial Services Cloud · Enterprise
Multi-office FSC with up to three integrations, M&A data consolidation, full compliance controls and governance.
Quote-based
- Timeline: 12–24 weeks
- Sized for: 100+ users
- Multi-office or multi-entity design
- Up to 3 integrations
- M&A data consolidation for 1 acquired firm
- Compliance controls design: archiving hand-off, FINRA review workflow, audit trails
- Up to 3 agents
What is included and what is not
Included
- Everything in Growth
- Multi-office or multi-entity design
- Up to 3 integrations
- M&A data consolidation for 1 acquired firm
- Compliance controls design (archiving hand-off, FINRA review workflow, audit trails)
- Up to 3 agents
- Governance and release management
Not included
- Anything not in the signed SOW
Full scope, assumptions and acceptance criteria →
Add-on · Assess · Assess
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
- Configuration, security model and automation review
- Sampled data quality and technical debt
- Agentforce readiness score
- 4 stakeholder interviews
- Prioritized roadmap and priced SOW
What is included and what is not
Included
- Read-only review of configuration, security model, automation (flows, Apex triggers), data quality (sampled), technical debt and limits
- Agentforce readiness score
- 4 stakeholder interviews
- Prioritized findings and roadmap
- Priced SOW; fee credited against a Launch package signed within 60 days
Not included
- Fixes
- Full data audit
- Code review beyond 20 Apex classes
- Security penetration testing
Full scope, assumptions and acceptance criteria →
Add-on · Migration · Optimize
Standard entities moved from Wealthbox, Redtail, Dynamics, Epic or a similar source into Salesforce, up to 100,000 records, with two trial loads and a reconciliation report.
Quote-based per source system
- Mapping workshop
- Contacts, accounts or households, activities, opportunities or financial accounts
- Up to 100,000 records
- 2 trial loads and a reconciliation report
What is included and what is not
Included
- Mapping workshop
- Migration of standard entities (contacts, accounts or households, activities, opportunities or financial accounts) up to 100,000 records from Wealthbox, Redtail, Dynamics, Epic or a similar source
- 2 trial loads
- Reconciliation report
Not included
- Files over 20 GB
- Cleansing beyond agreed dedupe rules
- Target org configuration (sold as Launch)
Full scope, assumptions and acceptance criteria →
New
Add-on · Migration · Launch
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
- Timeline: 5-6 weeks
- Sized for: Up to 3 marketers and 25,000 prospects
- Marketing Hub set up and ready to send
- Up to 25,000 prospects with opt-outs loaded before the first send
- Forms, emails, lists, scoring and 2 Engagement Studio programs rebuilt
- HubSpot to Salesforce connector replaces the Pardot connector
- 3 recorded trainings by role, plus 2 office-hour calls
What is included and what is not
Included
- 1 discovery workshop (2 hours) and an inventory of your Account Engagement assets and automation
- Marketing Hub account defaults, users and teams (up to 3 marketers, plus read-only access for advisors or sales)
- Email sending domain authentication and tracking code install guidance
- Subscription types and consent (CAN-SPAM, GDPR), with every Pardot opt-out and unsubscribe loaded before the first send
- Up to 25,000 prospects migrated as contacts with up to 25 custom fields mapped
- Up to 10 static lists migrated and dynamic lists rebuilt as active lists
- Up to 5 forms or form handlers rebuilt as HubSpot forms
- Up to 5 email templates rebuilt on your existing theme
- Scoring and grading rebuilt as HubSpot lead scoring, with the old score kept as a reference property
- Up to 2 Engagement Studio programs rebuilt as workflows
- HubSpot to Salesforce connector installed with standard field mapping and sync rules (when Salesforce stays as your CRM)
- 1 dashboard for email and form performance
- Parallel run and cutover plan, so Pardot can be switched off on your timeline
- 3 recorded trainings by role (admin, marketer, advisor or sales view) and a training guide for each
- 2 office-hour calls during the 30 days of hypercare
Not included
- More than 2 Engagement Studio programs (quoted, or delivered from a block of hours)
- Historical engagement (opens, clicks, visits); it does not load into HubSpot natively, and we export it for your records
- Email archiving setup (Smarsh, Global Relay or similar)
- Copywriting, design, custom themes or modules
- Landing page and website rebuilds
- Custom objects, custom-coded integrations and Salesforce Apex changes
- Moving the CRM itself from Salesforce to HubSpot (see Salesforce to HubSpot Migration)
- Data cleansing beyond de-duplication on email address
Full scope, assumptions and acceptance criteria →
Add-on · Migration · Optimize
Contacts, companies, deals, tickets, activities and notes moved from Salesforce to HubSpot with owner and pipeline mapping and a reconciliation report.
Quote-based
- Object and property mapping
- Up to 100,000 records
- Owner and pipeline mapping
- 1 trial load and reconciliation
What is included and what is not
Included
- Object and property mapping
- Migration of contacts, companies, deals, tickets, activities and notes up to 100,000 records
- Owner and pipeline mapping
- 1 trial load
- Reconciliation
Not included
- More than 2 custom objects
- Rebuilding Apex logic
- HubSpot configuration (sold as Hub packages)
Full scope, assumptions and acceptance criteria →
How do I choose between Foundation, Growth and Enterprise?
By team size and the number of processes. Foundation is one team and one process done well. Growth adds teams, automation and an integration or AI agent. Enterprise is multi-business-unit, compliance-heavy and quoted after discovery. If you are between tiers, start lower; the next tier's scope is listed so you can add exactly what you need.
Can we combine packages?
Yes. Buying a second Salesforce package in the same statement of work takes 10% off the second and later packages, and every package can be followed by a block of hours, retainer or managed service.
What does “from” mean on a price?
The published price buys the scope listed on the package page. If discovery shows you need more processes, more data or an integration, we quote the difference in writing before any work starts.
