Adoption is low
Simplify roles and screens around daily work.
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Salesforce Consulting and Implementation Services
As an official Salesforce Consulting Partner, we configure and extend the platform around your sales, service and operational workflows.
We configure Sales Cloud, Service Cloud and Salesforce Platform around your sales, service and operational workflows. We prioritise standard capabilities and Flow, adding Apex/LWC development, integrations, data migration, training and continued support where required.
When do you need this service?
Sales data is fragmented
Bring customer and opportunity workflows together.
Solutions
What we deliver
Setup and configuration
Sales, Service and Platform.
Flow, Apex and LWC
Controlled custom development.
Integration and migration
Connections, cleansing and validation.
Training and support
Role-based training and continued support.
What changes for your team?
Shared customer view
Teams work with current information.
Process-aligned platform
Balanced configuration and development.
Stronger adoption
Workflows designed around users.
Process
How we work?
Process assessment
01Process assessment
Solution and data model
02Solution and data model
Configuration and integration
03Configuration and integration
Migration and testing
04Migration and testing
Go-live and support
05Go-live and support
Frequently asked questions
Where does a Salesforce project begin?
We assess goals, user roles, current workflows, data and integration needs to define the initial scope.
What happens when standard features are not enough?
We consider configuration and Flow first, then use controlled Apex or LWC development where the business requirement justifies it.
Can you improve an existing Salesforce organisation?
Yes. We can review the data model, automation, permissions, integrations and user experience to prioritise improvements.
Can Salesforce connect to ERP or accounting?
Depending on technical access, the connection can use APIs or another suitable data-transfer method.
Are licences, migration and post-launch support included?
Salesforce licences are considered separately. Data migration, training and post-launch support are scoped after reviewing the source systems and requirements.
Free initial consultation
Let’s assess your project together
Tell us briefly what you need. In a free initial call, we’ll discuss your current setup, goals and the right place to begin.
Schedule a free call