Salesforce
A Salesforce setup your team actually uses, with clean data and the reports your leaders ask for.
For companies of 20 to 1,000 people with a sales or service team. Software, data and workflows that fit how your business runs, so your team stops fighting the tools.
- Buying Salesforce for the first time
- Moving from another CRM or from spreadsheets
- Rescuing a Salesforce setup nobody trusts
We match the right expert to your scope: an experienced practitioner with 5 to 10+ years in the field, or a specialist with 20 years when your project needs one.
Get my free reviewSound familiar?
If you have said any of these, we should talk.
- “Nobody updates the CRM.”
- “We have three versions of every customer.”
- “Our forecast is a guess.”
- “The last consultant left and nobody knows how it works.”
- “Reports take a day to build.”
What it costs you
- Duplicate records mean two reps call the same customer.
- Missing data means leaders do not trust reports, so they decide on instinct.
Signs your Salesforce needs a rescue
- Many custom fields that nobody uses
- Automation nobody can explain
- Admins who have left
- Reports that disagree with each other
What we do
Implementation and customisation
Included: Discovery workshops, configuration of objects and fields, page layouts, Flows, reports and dashboards, and user training.
You receive: A working Salesforce org, documentation and training recordings.
We need from you: A decision-maker, and a process owner for each team.
Data migration
From HubSpot, Zoho, spreadsheets or an older CRM into Salesforce. We map every field, test in a sandbox, run a trial migration, and only then migrate for real. We keep a backup of the source and a full record of what moved.
Data clean-up and governance
De-duplication, standard picklists, validation rules, ownership rules, and a short data-quality guide so the mess does not come back.
Integrations and automation
Website forms, email, accounting, support tools and Zoho or other CRMs, connected using native Salesforce tools, Flow, Apex or an integration platform where it is the right choice.
Ongoing support and product ownership
A monthly plan with a fixed number of hours for admin tasks and small changes, and a roadmap review each quarter or whenever you ask.
Our method
How a Salesforce project runs
- Discover
- Design
- Build in a sandbox
- Test with real users
- Train
- Launch
- Support
You see a working demo every week throughout.
Testing
Every change is built and tested in a sandbox. Real users test with real scenarios before launch, and we keep a list of what was tested.
Training
Short live sessions by team, recorded for new joiners, plus one-page guides for the five things each role does every day.
When requirements change
We write the change down with its effect on time and cost, you approve it, and it goes into the plan. No surprises.
How long it takes. Most implementations take 8 to 12 weeks. More teams, more integrations, messy data and slow decisions make a project take longer and cost more.
Salesforce products and tools
Products
- Sales Cloud and Service Cloud, in depth
- Experience Cloud, for customer portals
- Marketing Cloud, on request
Tools
- Flow first
- Apex and Lightning Web Components when needed
- Data Loader and similar tools for migration
What we say no to: heavy CPQ and Marketing Cloud programmes that need large specialist teams, unless we bring in a partner.
Three rules we never break
- Never migrate without a trial run.
- Never build in production.
- Never leave without documentation.
Your data stays safe
Least-privilege access, no data on personal devices, a non-disclosure agreement before any data is shared, and our access removed on the last day.
Questions about Salesforce
How do you handle scope changes mid-project?
When a new requirement comes up, we work out its exact effect on your timeline and cost, explain the trade-off, and get your sign-off before changing a single field or workflow.
What do you do about our messy data and old systems?
We look under the hood before building anything. We audit your existing data, clean out obsolete fields and plan the integrations, so you are not putting a new interface over a broken data foundation.
How do you make sure our team actually uses it after go-live?
We involve your daily users during discovery, keep layouts simple, and train your people thoroughly so they trust the tool instead of going back to spreadsheets.
What happens after launch?
You get 30 days of free bug fixing and a 120-minute training session for your whole team. After that, ongoing help is available on a monthly support plan.
What is included in the price?
You get a fixed price for a defined scope, in writing, within 3 working days of our call. If something is not in the agreed scope, we discuss it with you before it ever reaches an invoice.
How do we know the project worked?
We agree concrete measures of success with you before we build anything, such as faster sales cycles, no lost leads, or clear real-time pipeline reports for leadership.
Can you work with our existing admin?
Yes. We document everything and hand it over.
What if you disappear?
Everything is documented, and you own the org, the data and the configuration.
Not sure yet? What is the lowest-risk first step?
A free 30-minute review of your current setup, or a short paid discovery that ends with a written plan you can take to anyone.
Tell us what is not working in your Salesforce.
We will tell you honestly what we would do. A real person replies within 4 business hours.