Salesforce Consulting
Salesforce, configured for your real processes.
We help organisations implement, optimise and integrate Salesforce so it becomes an everyday working tool — not an under-used database.
Problems & use cases
Get the full value from your CRM.
Salesforce is a powerful platform. Its value, however, depends on how it is configured, adopted and connected to your other tools.
A first implementation
You’ve chosen Salesforce and want a configuration aligned with your processes from day one.
Low CRM adoption
Teams working around the tool, incomplete data and unreliable reports.
Missing integrations
Website, email marketing, payments, accounting: data exchanges still done by hand.
Processes to automate
Follow-ups, approvals, assignments or notifications still handled manually.
Capabilities & deliverables
From configuration to integration.
We work on declarative configuration and automation and, where needed, custom development and integrations.
- Scoping and business analysis: processes, data, roles and KPIs
- Configuration: objects, fields, layouts, profiles and sharing rules
- Automation with flows and validation rules
- Data migration and import with quality checks
- Integrations with your tools (APIs, connectors, Apex development)
- Reports and dashboards for management
- Training and documentation for admins and users
Our approach
A progressive, documented implementation.
We favour the platform’s standard features and only build custom code when it’s genuinely justified.
Analyse
Understand your processes, data and users.
Design
Data model, security, automation and integrations.
Configure & integrate
Delivery in releases, tested and validated with your teams.
Adopt & optimise
Training, adjustments and continuous improvement.
Technologies & platforms
Technology choices follow your needs, existing systems and teams — not the other way round.
What you can expect
A CRM that works for your teams.
Benefits depend on your context; we define them together during scoping.
A clearer customer view
Centralised data and dashboards you can rely on.
Less manual work
Automation for repetitive tasks and follow-ups.
A connected system
Less re-keying thanks to integrations with your other tools.
FAQ
Frequently asked questions
Are you an official Salesforce partner?
We don’t claim partner status. We work as consultants on implementing, optimising and integrating the platform.
Can you take over an existing org?
Yes. We usually start with an org review (configuration, data, automation) to prioritise improvements.
Do we need custom development?
Not always. Much can be achieved with configuration and flows. Development is reserved for cases where it brings real benefit.
How long does an implementation take?
It depends on the number of processes, users and integrations. We plan in releases so a useful first version arrives quickly.
Let’s talk about your CRM.
Whether you’re starting with Salesforce or improving an existing org, we can help you prioritise.