Salesforce & connected automation
Make Salesforce work for your business
Organise customer information, improve everyday processes and connect Salesforce with the systems your teams rely on.
Salesforce & CRM Consulting
A clearer way to manage customers and work
When records are inconsistent or processes rely on manual updates, teams spend more time managing the system than using it. We help identify where Salesforce can better support your sales and customer workflows.
Practical support
What we can help with
- Salesforce Sales Cloud setup and improvements.
- Customer records, data quality and migration within scope.
- Sales processes, reporting and practical visibility.
- Salesforce Flow and suitable platform automation.
- Connections to marketing, documents and other business systems.
- Testing, handover and user training.
Relevant tools: Salesforce Sales Cloud, supporting Salesforce capabilities and Data 360 where the customer-data requirement calls for it.
Bringing it together
Connect the process around your CRM
- Customer record
- Marketing
- Proposal
- Next action
A customer record can support more than a sales update. It can inform marketing follow-up, populate a proposal and help teams manage the next action without re-entering the same information.
We define those connections around your actual process and access requirements.
Illustrative example. The actual workflow is shaped around your systems and requirements.
Before we begin
Common questions
Every project starts with understanding what you need.
Can we start with a small improvement?
Yes. A defined process or integration is often a useful starting point.
Can you work with our existing Salesforce setup?
Yes. We review the current configuration and agree a suitable approach before changing it.
Do we have to use Salesforce?
No. For businesses needing a lighter customer-management or automation approach, we can discuss suitable alternatives within our delivery capability.