Wealth firms
Households, relationships, financial accounts, compliance records. Ready to run on Financial Services Cloud.
See the wealth org
The Toronto Group
Year-end is coming. Can you trust your Salesforce reports?
Duplicate clients, dead fields and broken automations make year-end slow and audits hard.
We clean it up for one fixed price, in a set number of days, with a written report of what changed. From $2,500, plus tax.
Fixed prices. Senior-only delivery. Your data stays in your Salesforce.
The readiness score
Fifteen questions. One tap each. No account.
Who we work with
Pick your kind of business.
Insurance brokerages
Policies, renewals, carriers, commissions, disclosure records. Built for your brokerage, at a fixed price.
Ask about the insurance orgProfessional services firms
Clients, matters or engagements, pipeline, intake, billing hand-off. Built for your firm, at a fixed price.
Ask about the professional services orgField service companies
Work orders, technicians, schedules, parts, service history. Built on Salesforce, with no Field Service licence needed, at a fixed price.
Ask about the field service orgMunicipalities
Resident records, service requests and open counts you can report to council. At a fixed price.
See what we checkHealthcare organizations
Clients or patients, referrals, follow-ups, consent records, who can see what. At a fixed price.
See what we check
The catalogue
Four things we do, each with its price.
All prices are in Canadian dollars.
Data Clean-Up
Start here before year-end.
Priced by record count, from$2,500plus tax: one fixed number and a fixed number of days, written before we start.
We fix it inside your Salesforce: duplicates, dead fields, broken automations, with a written report of what changed.
Ready-to-Run org
$3,500fixed, plus tax. Two to three weeks.
Your niche’s model, stages, rules, reports and one dashboard, built and walked with you.
Agent-Ready
$1,950fixed, plus tax. Five business days.
Your readiness score checked in your org, the data and rules put in shape, and the setup Agentforce needs before you switch it on.
Care
$900 or $1,650a month, plus tax. Three-month start, then month to month.
Six or twelve senior hours a month, billed on the first. Hours you do not use do not carry over.
Half before we start, half at the walkthrough. Read-only until you sign off the fix list. You back up first. Nothing changes in your org without your written yes. Salesforce licences are not in these prices.
How it starts
Three steps, in this order.
Twenty minutes
You tell us what is not working, and we help you pull three counts from your own Salesforce. We do not log in, and no names or records are shown to us.
A fixed price
In writing: one price, a set number of days, and a report at the end. Nothing starts without your yes.
Then AI, when you are ready
The score tells you what is in the way; Agent-Ready removes it; you decide when to switch on.
Book a call
Twenty minutes about your Salesforce.
We help you pull three counts from your own Salesforce: duplicate records, deals or cases that are no longer real, and paid licences nobody uses. No client names or records are shown to us. You get a fixed price in writing the business day after the call.
Thank you. We have your request.
A senior person replies within two business days.
Thank you. We have your request. A senior person replies within two business days.
This page could not reach us just now, so nothing was sent. Please write to info@thetorontogroup.com with the same details.
- Senior-only delivery; no junior hand-offs.
- Your data stays in your Salesforce. AI may read your setup (fields, rules, reports), not your client records.
- We don’t hold money.
- No legal, tax or financial advice.