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Salesforce Professional & Enterprise

Implementation Packages

Sales Cloud | Service Cloud | Marketing Cloud | Financial Services Cloud | Data Cloud | Experience Cloud

The Vantage Point Difference

What sets us apart from other HubSpot partners

100% US-Based Senior Consultants

Every team member is a senior professional based in the United States. No offshore resources, no junior staff learning on your project. Experienced practitioners who understand American business practices and work in your time zone.

Your Named Consultant, Start to Finish

Your dedicated consultant stays with your project from kickoff through go-live and beyond. No handoffs to account managers, no rotating staff. The person who learns your business implements your solution.

Deep Financial Services Expertise

We specialize in wealth management, banking, insurance, fintech, and lending. Our team understands compliance requirements, audit trails, data sensitivity, and workflow complexities unique to regulated industries.

Breeze AI Activation Specialists

Every implementation includes full Breeze AI configuration. We don't just turn on features—we train the AI on your data, optimize for your workflows, and ensure your team leverages it for real productivity gains.

Sales Cloud

Transform your sales operations with expert implementation powered by Agentforce AI

Quick Start
$5,000 / one time

Foundation in Two Weeks

Timeline: 2-3 weeks
Team: 1-10 users

 
Best for teams who
Elements Image Getting started with Salesforce CRM
Elements Image Small sales team ready for adoption
Elements Image Einstein Copilot basics configured
Basecamp
$9,500 / one time

Get Up and Running Right

Timeline: 3-4 weeks
Team: 10-25 users

 
Best for teams who
Elements Image Growing team needing structure
Elements Image 1-2 sales processes with pipelines
Elements Image Einstein Activity Capture configured
Ascent
$22,000 / one time

Built for Growth

Most Popular

Timeline: 6-8 weeks
Team: 25-75 users

 
Best for teams who
Elements Image Scaling with pipeline complexity
Elements Image 3-5 pipelines with automation
Elements Image Agentforce SDR Agent + AI scoring
Summit
$38,000 / one time

Comprehensive & Customized

Timeline: 8-12 weeks
Team: 75-200 users

 
Best for teams who
Elements Image Multiple business units
Elements Image Migrating from legacy CRM
Elements Image Full Agentforce suite + custom objects
Pinnacle
$65,000 / one time

Enterprise Transformation

Timeline: 12-16 weeks
Team: 200-500 users

 
Best for teams who
Elements Image Full enterprise transformation
Elements Image Custom development + CPQ
Elements Image Enterprise Agentforce with governance

Service Cloud

Transform customer service with AI-powered support tools and intelligent case management

Quick Start
$4,500 / one time

Foundation in Two Weeks

Timeline: 2-3 weeks
Team: 1-10 agents

 
Best for teams who
Elements Image Launching support operations
Elements Image Small team ready for adoption
Elements Image Basic Service Agent configured
Basecamp
$8,500 / one time

Get Up and Running Right

Timeline: 3-4 weeks
Team: 10-20 agents

 
Best for teams who
Elements Image Growing support team
Elements Image 1-2 case queues with routing
Elements Image Knowledge base for Agentforce
Ascent
$19,500 / one time

Built for Growth

Most Popular

Timeline: 6-8 weeks
Team: 25-75 agents

 
Best for teams who
Elements Image Scaling with complexity
Elements Image 3-5 queues with SLA management
Elements Image Service Agent with custom flows
Summit
$34,000 / one time

Comprehensive & Customized

Timeline: 8-12 weeks
Team: 75-200 agents

 
Best for teams who
Elements Image Multiple business units
Elements Image Migrating from legacy help desk
Elements Image Advanced AI + customer portal
Pinnacle
$58,000 / one time

Enterprise Transformation

Timeline: 12-16 weeks
Team: 200-500 agents

 
Best for teams who
Elements Image Full service transformation
Elements Image Custom AI chatbot configuration
Elements Image Enterprise Service Agent suite

Marketing Cloud

Transform marketing operations with AI-driven campaign automation and personalization

Quick Start
$6,500 / one time

Foundation in Two Weeks

Timeline: 2-3 weeks
Team: 1-3 marketers

 
Best for teams who
Elements Image Getting started with automation
Elements Image Small team ready for adoption
Elements Image Einstein basics configured
Basecamp
$12,000 / one time

Get Up and Running Right

Timeline: 3-4 weeks
Team: 3-5 marketers

 
Best for teams who
Elements Image Small marketing team
Elements Image 1-2 journey types with templates
Elements Image AI for email optimization
Ascent
$26,000 / one time

Built for Growth

Most Popular

Timeline: 6-8 weeks
Team: 5-15 marketers

 
Best for teams who
Elements Image Scaling marketing complexity
Elements Image Multi-channel campaigns
Elements Image Einstein AI + automation
Summit
$45,000 / one time

Comprehensive & Customized

Timeline: 8-12 weeks
Team: 15-30 marketers

 
Best for teams who
Elements Image Multiple brands/strategies
Elements Image Migrating from legacy MA
Elements Image Advanced AI + ABM capabilities
Pinnacle
$75,000 / one time

Enterprise Transformation

Timeline: 12-16 weeks
Team: 30-75 marketers

 
Best for teams who
Elements Image Full marketing transformation
Elements Image Custom AI-optimized campaigns
Elements Image Enterprise AI with governance

Financial Services Cloud

Purpose-built for wealth management, banking, insurance, and lending with compliance-ready architecture

Quick Start
$12,000 / one time

Foundation in Two Weeks

Timeline: 3-4 weeks
Team: 1-15 advisors

 
Best for teams who
Elements Image Getting started with FSC
Elements Image Small team ready for adoption
Elements Image Basic household model configured
Basecamp
$22,000 / one time

Get Up and Running Right

Timeline: 4-6 weeks
Team: 15-35 advisors

 
Best for teams who
Elements Image Growing advisory practice
Elements Image Household + relationship groups
Elements Image Basic custodian integration
Ascent
$48,000 / one time

Built for Growth

Most Popular

Timeline: 8-12 weeks
Team: 35-100 advisors

 
Best for teams who
Elements Image Scaling with complexity
Elements Image Multiple custodian integrations
Elements Image Agentforce advisor copilot
Summit
$85,000 / one time

Comprehensive & Customized

Timeline: 12-18 weeks
Team: 100-250 advisors

 
Best for teams who
Elements Image Multi-office/business units
Elements Image Migrating from legacy CRM
Elements Image Full compliance + audit trails
Pinnacle
$145,000 / one time

Enterprise Transformation

Timeline: 18-24 weeks
Team: 250-500 advisors

 
Best for teams who
Elements Image Full enterprise transformation
Elements Image Complex integrations + custom dev
Elements Image Enterprise AI with governance

Data Cloud

Unify, harmonize, and activate customer data across every touchpoint with AI-powered intelligence

Quick Start
$8,000 / one time

Foundation in Two Weeks

Timeline: 1-2 weeks
Team: 1-3 ops

 
Best for teams who
Elements Image Getting started with Data Cloud
Elements Image Basic data unification
Elements Image Identity resolution basics
Basecamp
$15,000 / one time

Get Up and Running Right

Timeline: 2-4 weeks
Team: 2-5 ops

 
Best for teams who
Elements Image Growing data operations
Elements Image 2-3 data source connections
Elements Image Calculated insights configured
Ascent
$32,000 / one time

Built for Growth

Most Popular

Timeline: 4-8 weeks
Team: 4-10 ops

 
Best for teams who
Elements Image Scaling your data foundation
Elements Image Multiple data streams
Elements Image Advanced segmentation + AI
Summit
$55,000 / one time

Comprehensive & Customized

Timeline: 8-12 weeks
Team: 8-20 ops

 
Best for teams who
Elements Image Enterprise data unification
Elements Image Snowflake/warehouse integration
Elements Image Custom data models
Pinnacle
$95,000 / one time

Enterprise Transformation

Timeline: 12-18 weeks
Team: 15-40 ops

 
Best for teams who
Elements Image Full data transformation
Elements Image Complex ETL pipelines
Elements Image Enterprise governance + AI

Experience Cloud

Build branded portals, communities, and self-service experiences that connect with your CRM data

Quick Start
$10,000 / one time

Foundation in Three Weeks

Timeline: 2-3 weeks
Scope: Basic portal

 
Best for teams who
Elements Image Launching customer portal
Elements Image Template-based design
Elements Image Basic self-service setup
Basecamp
$18,000 / one time

Get Up and Running Right

Timeline: 3-5 weeks
Scope: Standard portal

 
Best for teams who
Elements Image Custom-branded portal
Elements Image Knowledge base integration
Elements Image Account self-service
Ascent
$38,000 / one time

Built for Growth

Most Popular

Timeline: 6-10 weeks
Scope: Advanced portal

 
Best for teams who
Elements Image Multi-audience portal
Elements Image Custom Lightning components
Elements Image AI-powered search + chat
Summit
$65,000 / one time

Comprehensive & Customized

Timeline: 10-14 weeks
Scope: Enterprise portal

 
Best for teams who
Elements Image Partner + customer portals
Elements Image Complex workflows
Elements Image Advanced personalization
Pinnacle
$110,000 / one time

Enterprise Transformation

Timeline: 14-20 weeks
Scope: Multi-site

 
Best for teams who
Elements Image Multi-site architecture
Elements Image Custom development
Elements Image Full Agentforce integration

Multi-Cloud Bundles

Save 15-20% when you implement multiple Clouds together

Implementing multiple Clouds together provides consolidated data architecture, integrated Agentforce AI workflows, streamlined training, and meaningful cost savings. Each bundle is designed for organizations that want connected systems rather than isolated tools.

Revenue Suite

Sales + Marketing Hub

Classic revenue generation. Unified Agentforce AI aligns sales and marketing with shared lead scoring and pipeline visibility.

 

Save 15%

Customer Suite

Sales + Service Hub

Complete customer lifecycle. Agentforce provides unified context from prospect to long-term customer across sales and support.

 

Save 15%

Financial Services Suite

FSC + Experience Cloud

Client-facing excellence. Advisors powered by FSC with branded client portal for self-service and document sharing.

 

Save 15%

Data Intelligence Suite

Sales + Data Cloud

Data-driven selling. Unified customer profiles power AI scoring, intelligent segmentation, and predictive insights for sales teams.

 

Save 15%

Full Platform

All Six Hubs

Complete transformation. Every team works from the same data, same Agentforce AI, toward the same goals.

 

Save 20%

Bundle Pricing: Revenue Suite & Customer Suite

Revenue Suite — Sales + Marketing Cloud

Save 15% vs individual implementation

Package Individual Bundle Price You Save Timeline
Quickstart $$11,500 $9,775 $1,725 4-5 weeks
Basecamp $21,500 $18,275 $3,225 6-7 weeks
Acsent $48,000 $40,8-- $7,200 10-12 weeks
Summit $83,000 $70,550 $12,450 14-18 weeks
Pinnacle $140,000 $119,000 $21,000 18-24 weeks

 

Customer Suite — Sales + Service Cloud

Save 15% vs individual implementation

Package Individual Bundle Price You Save Timeline
Quickstart $9,500 $8,075 $1,425 4-5 weeks
Basecamp $18,000 $15,300 $2,700 5-6 weeks
Acsent $41,500 $35,275 $6,225 10-12 weeks
Summit $72,000 $61,200 $10,800 14-18 weeks
Pinnacle $123,000 $104,550 $18,450 18-24 weeks

 

 

 

Every Bundle Includes

✓ Unified Data Architecture:
Holistic data model ensuring clean handoffs and consistent reporting across all Clouds.

✓ Combined Training:
Sessions showing how Clouds and AI tools work together, not in silos. Your team learns the full picture.

✓ Cross-Functional Agentforce AI:
 AI workflows that span Clouds—Sales AI feeds Marketing, Service Agent accesses Sales context.

✓ Single Point of Contact:
Your dedicated consultant manages the entire multi-Cloud implementation as one cohesive project.

Bundle Pricing: Financial Services & Data Intelligence

Financial Services Suite — FSC + Experience Cloud

Save 15% vs individual implementation

Package Individual Bundle Price You Save Timeline
Quickstart $22,000 $18,700 $3,300 5-6 weeks
Basecamp $40,000 $34,000 $6,000 7-9 weeks
Acsent $86,000 $73,100 $12,900 12-16 weeks
Summit $150,000 $127,500 $22,500 18-24 weeks
Pinnacle $255,000 $216,750 $38,250 26-32 weeks

 

Data Intelligence Suite — Sales + Data Cloud

Save 15% vs individual implementation

Package Individual Bundle Price You Save Timeline
Quickstart $13,000 $11,050 $1,950 3-4 weeks
Basecamp $24,500 $20,825 $3,675 5-7 weeks
Acsent $54,000 $45,900 $8,100 10-12 weeks
Summit $93,000 $79,050 $13,950 14-18 weeks
Pinnacle $160,000 $136,000 $24,0000 20-26 weeks

 

 

 

Why Bundle?

Financial Services Suite connects your advisor-facing CRM directly to client self-service. FSC powers relationship management while Experience Cloud delivers secure document sharing, account views, and AI-assisted client interactions—all from unified data.

 

Data Intelligence Suite creates a single source of truth for sales. Data Cloud unifies customer profiles from every touchpoint, powering AI-driven lead scoring, intelligent segmentation, and predictive insights that help sellers focus on the right opportunities.

*Custom Bundles Available: Need a different combination? We can create a custom bundle with appropriate discounts for any Cloud combination.

 

Full Platform — All Six Hubs

Complete HubSpot transformation with our deepest discount

Save 20%

Package Individual Bundle Price You Save Timeline
Quickstart $46,000 $36,800 $9,200 8-10 weeks
Basecamp $85,000 $68,000 $17,000 12-14 weeks
Acsent $183,500 $146,800 $36,700 20-26 weeks
Summit $322,000 $257,600 $64,400 30-38 weeks
Pinnacle $548,000 $438,400 $109,600 40-52 weeks

 

Includes

  • Sales Cloud

  • Service Cloud

  • Marketing Cloud

  • Financial Services Cloud

  • Data Cloud

  • Experience Cloud

Full Platform is ideal for

• Organizations replacing multiple legacy systems with a unified Salesforce platform

• Companies where sales, marketing, service, content, and operations teams all need connected tools

• Businesses ready for true digital transformation with AI-powered workflows across every function

• Financial services firms seeking complete client lifecycle management from prospecting through ongoing service

Ready to Get Started?

Schedule a 30-minute discovery call

We'll learn about your goals, assess your situation, and recommend the package that fits—or tell you honestly if we're not the right partner for your needs. No pressure, no hard sell.

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