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Salesforce

Salesforce implementation packages

Fixed-scope Sales Cloud, Service Cloud, Financial Services Cloud, Marketing Cloud, Data Cloud and Experience Cloud packages for wealth, banking, insurance and lending firms. Three tiers, published scope, a named senior consultant on every one.

Sales Cloud

Salesforce · 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

  • 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 →

Talk to a senior consultant Package details
Most popular

Salesforce · 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

  • 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 →

Talk to a senior consultant Package details

Salesforce · Sales Cloud · Enterprise

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 →

Talk to a senior consultant Package details

Financial Services Cloud

Salesforce · Financial Services Cloud · Foundation

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 →

Talk to a senior consultant Package details
Most popular

Salesforce · 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

  • 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 →

Talk to a senior consultant Package details

Salesforce · Financial Services Cloud · Enterprise

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 →

Talk to a senior consultant Package details

Add-ons for Salesforce

Add-on · Assess · Assess

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

  • Timeline: 2–3 weeks
  • 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 →

Talk to a senior consultant Package details

Add-on · Migration · Optimize

Salesforce Org Migration

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

  • Timeline: 3–6 weeks
  • 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 →

Talk to a senior consultant Package details

Add-on · Migration · Optimize

Salesforce to HubSpot Migration

Contacts, companies, deals, tickets, activities and notes moved from Salesforce to HubSpot with owner and pipeline mapping and a reconciliation report.

Quote-based

  • Timeline: 3–6 weeks
  • 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 →

Talk to a senior consultant Package details

Standard on every package

Always included

  • 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.

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.

Frequently asked questions

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.

Not sure which tier fits?

Book a 45-minute expert review. It is complimentary, with a senior consultant, and ends with a written recommendation.

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