Salesforce Consulting

Salesforce that drives revenue, not just data.

We implement, customise, integrate and support Salesforce across the full product suite — Sales Cloud, Service Cloud, Marketing Cloud, Commerce Cloud, Salesforce Platform and beyond. Salesforce specialists who understand CRM as a business outcome, not a software installation.

Salesforce Products
Sales Cloud Service Cloud Marketing Cloud Commerce Cloud Salesforce Platform Pardot / MCAE Experience Cloud Field Service Einstein AI MuleSoft Tableau
Our Salesforce Services

Everything across the Salesforce lifecycle

Whether you are implementing Salesforce for the first time, migrating from a legacy CRM, integrating Salesforce with your ERP or cloud ecosystem, or need ongoing development and support — we have the certified specialists to deliver it.

01

Salesforce Implementation

New Salesforce deployments designed around your sales process, service workflows and business objectives — not a generic template. We start with discovery and process mapping before writing a single line of configuration, ensuring the platform is built for how your business actually works.

Sales CloudService CloudMarketing CloudProcess DesignData MigrationUAT & Go-Live
02

Salesforce Customisation

Standard Salesforce is powerful — but most businesses need it shaped to their specific processes. We customise using Apex, Lightning Web Components, Flows, Process Builder and custom objects to extend Salesforce beyond what clicks alone can achieve, without compromising upgradability.

Apex DevelopmentLightning Web ComponentsSalesforce FlowCustom ObjectsVisualforceAppExchange Apps
03

Salesforce Integration

Connecting Salesforce with your ERP (SAP, Microsoft Dynamics, Oracle), marketing platforms, payment gateways, e-commerce systems and data warehouses — using MuleSoft, REST/SOAP APIs and Salesforce Connect for real-time, bi-directional data flows.

MuleSoftREST / SOAP APIsSalesforce ConnectERP IntegrationETL / Data SyncMiddleware
04

CRM Migration

Moving from a legacy CRM — Siebel, Microsoft Dynamics CRM, HubSpot, Zoho or a custom system — to Salesforce. We handle data cleansing, field mapping, historical data migration, validation and cutover planning so nothing is lost in the transition.

Legacy CRM to SalesforceData CleansingField MappingHistorical Data MigrationData ValidationCutover Planning
05

Salesforce Support & Administration

Ongoing Salesforce administration, user management, configuration changes, release management and break-fix support — keeping your org clean, performant and aligned to evolving business needs. Available as a managed service or on a time-and-materials basis.

Org AdministrationUser ManagementRelease ManagementPerformance TuningSecurity ReviewManaged Service
06

Salesforce Analytics & AI

Unlocking the intelligence inside your Salesforce data — Einstein Analytics dashboards, Tableau visualisations, AI-powered lead scoring, opportunity forecasting and next-best-action recommendations that help your sales and service teams make faster, smarter decisions.

Einstein AnalyticsTableau CRMEinstein AILead ScoringSales ForecastingAgentforce
Salesforce Products

The Salesforce products we deliver on

Salesforce is a broad platform. We cover the full product portfolio — from core CRM to marketing automation, e-commerce and AI.

CRM

Sales Cloud

The world's leading sales CRM. Lead management, opportunity tracking, forecasting, territory management and AI-powered sales intelligence — designed to help sales teams close faster and smarter.

Lead ManagementPipeline TrackingSales ForecastingTerritory ManagementCPQ
Customer Service

Service Cloud

Omnichannel customer service — case management, knowledge base, live chat, telephony integration and field service management. AI-powered routing and Einstein Bots for faster resolution.

Case ManagementOmnichannelKnowledge BaseEinstein BotsField Service
Marketing

Marketing Cloud & Pardot

B2C and B2B marketing automation — email journeys, customer data platform, social media management, advertising, SMS and Pardot (MCAE) for B2B lead nurturing and campaign attribution.

Marketing CloudPardot / MCAEEmail StudioJourney BuilderCDP
E-Commerce

Commerce Cloud

B2C and B2B e-commerce built on Salesforce — personalised shopping experiences, order management, inventory and connected commerce across web, mobile and in-store.

B2C CommerceB2B CommerceOrder ManagementHeadless Commerce
Platform

Salesforce Platform

Low-code and pro-code app development on the Salesforce platform — custom apps, automated workflows, and AI agents built with Flow, Apex, Lightning and Agentforce.

ApexLightningSalesforce FlowAgentforceAppExchange
Community & Portal

Experience Cloud

Customer portals, partner communities, employee intranets and self-service portals — built on Experience Cloud with Salesforce data at the core. Branded, mobile-responsive and role-based.

Customer PortalsPartner CommunitiesSelf-ServiceEmployee Hub
Why Salesforce

Why Salesforce is the right CRM investment

Salesforce is the world's #1 CRM platform — and with the right implementation partner, it delivers measurable business outcomes.

Single view of the customer

Sales, service, marketing and commerce data unified in one platform — so every team works from the same customer record, not disconnected silos. No more "who spoke to this customer last?" moments.

Works with your ERP

Salesforce connects seamlessly with SAP, Microsoft Dynamics, Oracle and NetSuite — so your front-office CRM and back-office ERP share data in real time. Quotes, orders, invoices and service history all aligned.

AI-powered from the ground up

Einstein AI and Agentforce bring predictive lead scoring, automated case routing, next-best-action recommendations and AI agents to your sales and service teams — without needing a separate AI platform.

Scales with your business

Start with Sales Cloud and expand to Service Cloud, Marketing Cloud and Commerce Cloud as your business grows — all on the same platform, with the same data model. No rip-and-replace as you scale.

Industries

Salesforce across every sector we serve

Salesforce has industry-specific clouds and configurations for many sectors. Our consultants bring domain knowledge alongside platform expertise.

Financial Services Insurance Manufacturing Retail & eCommerce Healthcare & Life Sciences IT & Technology Professional Services Distribution
How We Work

From first conversation to live Salesforce org

01

Discovery & process mapping

We map your current sales, service or marketing processes before touching Salesforce — identifying gaps, automation opportunities and integration requirements.

02

Solution design

We design the Salesforce configuration, data model, automation flows and integration architecture — and review it with you before build begins.

03

Build, test & train

Agile build sprints, UAT with your team, data migration and user training — so your people are confident before go-live, not after.

04

Go-live & ongoing support

Hypercare support at go-live, then ongoing administration, development and optimisation as your Salesforce org evolves with your business.

Ready to get more from Salesforce?

Whether you are starting fresh, fixing an existing org or extending into new Salesforce products — tell us where you are and we will design the right approach.

Talk to Our Salesforce Team