What you get
- 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
Scope
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)
Standard on every implementation
- A named senior consultant from kickoff to go-live; no junior staff and no offshore hand-off.
- 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.
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
Always outside a fixed-scope package
- 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.
What you provide
- Sales process and stage definitions
- User list with roles
- Import file in the template provided
- 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.
Assumptions
- Sales Cloud Enterprise edition or above
- New or lightly used org
- 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.
Done means
Acceptance: Users log in; pipeline, lead routing and conversion work in production; import reconciled to source counts; both trainings delivered.
Price and change control
- The published price buys the scope above. If discovery shows you need more processes, more data or an integration, we quote the difference in writing before any work starts.
- Anything not listed as included is a change. Changes are written up, priced and approved by you before we do them.
- Software licences, subscriptions and third-party fees are bought by you from the vendor and are never included.
- 30 days of hypercare after go-live is included. Ongoing support is available as a block of hours, retainer or managed service.
- EU and UK clients: euro pricing is shown above; VAT is added where applicable.
Frequently asked questions
How much does a Salesforce Sales Cloud implementation cost?
Foundation starts at $10,000 for up to 25 users and takes 3 to 4 weeks. Growth, for 25 to 75 users with more processes and an Agentforce agent, starts at $22,000. Enterprise is quoted after an assessment.
Does the price include Salesforce licences?
No. Salesforce licences are bought from Salesforce. The package covers senior consulting, configuration, data load, training and 30 days of hypercare.
Why is the price shown as “from”?
The published price buys the scope listed on this page. If discovery shows you need more processes, more data or an integration, we quote the difference before any work starts.