Salesforce
Get more from the Salesforce you already pay for.
Set it up properly, clean up what has grown messy and add the pieces your team has been working around.
We reply within 2 working days.
What you get
Four things we do well.
- 01
Setup and clean-up
Simplify fields, page layouts and permissions so the system matches how your team sells and serves.
- 02
Custom features
Flows, custom objects and approvals for processes the standard setup does not cover.
- 03
Integrations
Connect Salesforce to finance, email, websites and other systems so data stays in step.
- 04
Reports and training
Dashboards managers trust, and short sessions so your team uses what we build.
How we deliver
- Step 1
Review
We audit your current setup and talk to the people who use it.
- Step 2
Prioritise
We agree the few changes that will make the biggest difference.
- Step 3
Configure and build
We make the changes in a test environment first.
- Step 4
Hand over
We train your users and document what changed.
A good fit if…
- People avoid logging data in Salesforce
- Reports are rebuilt in spreadsheets every month
- You are about to start with Salesforce and want it done right
Good questions
Do we need Salesforce?
No. If another tool fits better we will say so. We work with Salesforce when it is the right fit.
Can you work with our Salesforce admin?
Yes. We often work alongside in-house admins and leave things documented for them.