Configuration & Customisation
Objects, fields, page layouts, flows, validation rules, and approval processes tailored to how your team actually sells.
Service
☁️ Salesforce CRM
Sales Cloud and Service Cloud consulting that connects your CRM to your marketing stack — one clean view of every customer.
Who this is for
For sales and service teams whose Salesforce org has grown messy, or businesses setting up Salesforce and determined to avoid the technical debt that plagues most implementations.
What we do
Capabilities.
Sales Process Design
Lead routing, opportunity stages, forecasting, and dashboards that give managers real pipeline visibility.
Service Cloud
Case management, queues, entitlements, and omni-channel routing for support teams that need faster resolution times.
Integration
Connecting Salesforce with Marketing Cloud, GoHighLevel, websites, and third-party tools via APIs and middleware.
What you get
Deliverables you can hold us to.
- A configured Salesforce org matched to your sales and service processes
- Automated lead routing, assignment rules, and opportunity management flows
- Reports and dashboards for pipeline, activity, and forecast visibility
- Documented integrations with your marketing and web platforms
- User training sessions and an admin runbook for ongoing management
FAQs
Common questions.
Our Salesforce org is a mess after years of changes. Where do we start?
With a health check. We review your object model, automation, and adoption metrics, then give you a prioritised cleanup plan — quick wins first, structural fixes after. You decide how far to take it.
Do you handle ongoing Salesforce admin work?
Yes, we offer retainer-based admin and enhancement support — useful if you don't have a full-time admin or your admin needs senior backup for complex changes.
Can you migrate us from another CRM into Salesforce?
Yes — data mapping, deduplication, staged migration, and validation are part of our delivery practice. See our Integration & Delivery service for the migration process.
Discuss your Salesforce CRM project
We respond within one business day with a clear next step.