SERVICES

We don’t sell Salesforce. We make yours work.

Our focus is not “Salesforce consulting.” We help sales, service, marketing and operations teams make Salesforce more useful, more reliable and more adopted by the business.

User Adoption

Make Salesforce the tool your sales, service and operations teams actually use, not the one they work around.

When sales and service teams treat Salesforce as a reporting obligation rather than a working tool, the data degrades quickly and the CRM loses its value as a management instrument. Adoption gaps rarely stem from training alone. They come from a setup that does not reflect how people actually work: too many required fields, page layouts built by administrators rather than users, and processes that add friction instead of removing it. We audit the disconnect between your Salesforce configuration and the day-to-day reality of each team, then close it systematically by restructuring layouts, reducing field bloat, and aligning workflows to how deals actually move. The goal is a Salesforce your teams log into because it saves time, not because management asks them to.

Typical work

Adoption audit by role, identifying drop-off points and the workarounds teams use to avoid Salesforce
Restructuring of page layouts, field sets and required fields to match each team's actual working process
Workflow redesign to align Salesforce processes with how deals and service requests actually progress

Pipeline & Forecasting

Clean pipeline management and sales forecasts your leadership can present to the board with confidence.

When pipeline stages are loosely defined and close dates shift without consequence, sales forecasts become exercises in optimism rather than management tools. Leadership either stops trusting Salesforce for revenue decisions or spends meeting time reconciling numbers that should already be reliable. The core problem is usually structural: stage definitions that do not map to a real sales motion, no enforcement on critical opportunity fields, and no consistent process for reviewing and advancing deals. We redesign the opportunity pipeline around your actual sales cycle: defining stages with clear entry criteria, building the dashboards that make pipeline reviews useful, and putting in place the field hygiene that makes forecasts something your leadership can present with confidence.

Typical work

Redesign of opportunity stages with entry criteria and field requirements aligned to your actual sales cycle
Build of pipeline review dashboards and forecast roll-up reports for sales managers and leadership
Automated alerts and hygiene rules for stale or incomplete opportunities

Dashboards & Reporting

Reliable dashboards and reports, redesigned around the decisions your managers actually make.

Unreliable dashboards erode trust in Salesforce faster than almost anything else. When managers build their own spreadsheets to replace reports they do not trust, the CRM stops functioning as the single source of truth, and the gap between what Salesforce shows and what the business believes widens over time. The problem is rarely the reporting tool itself; it is the underlying data: inconsistent field usage, duplicate records, and pipeline stages that mean different things to different people. We address both layers: cleaning the data that feeds your reports and redesigning the dashboards themselves around the decisions your managers actually need to make, from weekly pipeline reviews to executive forecasting.

Typical work

Audit of existing reports and dashboards to identify broken data sources and metrics that cannot be trusted
Rebuild of core management dashboards aligned to your actual KPIs, review cadence and decision workflow
Data cleanup and field standardisation to ensure reports reflect reality rather than recording gaps

Data Quality

Deduplicated, complete, actionable CRM data, with the field hygiene to keep it that way.

Poor data quality is the root cause behind most Salesforce problems: dashboards that cannot be trusted, forecasts that require manual correction, and automation that fires on incomplete or duplicated records. Duplicate accounts and contacts are the most visible symptom, but the underlying issue is usually a combination of no entry standards, inconsistent field usage across teams, and no ongoing process to catch and fix degraded data. We run a structured data quality audit, identify the specific patterns causing your CRM to drift, and deliver a clean-up together with the field validation rules and ownership standards needed to prevent the same problems from recurring.

Typical work

Deduplication and re-keying of account and contact records using merge rules aligned to your data model
Implementation of field validation rules and required-field standards to enforce data entry quality at source
Data health monitoring with automated alerts for records that fall below completeness or accuracy thresholds

Process Automation

Automations that remove manual work for sales, service and operations instead of creating friction.

Process automation in Salesforce is only valuable when it removes real manual work, not when it adds a new layer of rules that teams route around. Poorly designed flows and workflows create exceptions faster than they resolve them: emails that trigger at the wrong time, record updates that conflict with manual processes, and automation debt that makes the org fragile and hard to change. We start from the actual manual steps your teams perform today (logging calls, updating statuses, creating follow-up tasks, sending confirmation messages) and build automation that replaces those steps cleanly, with enough visibility and exception handling that the business stays in control.

Typical work

Audit of existing automations to identify redundancies, conflicts and flows that create more work than they remove
Design and build of targeted automations for sales, service and operational processes using Flow
Documentation and governance framework so automations remain maintainable as the business changes

Integrations

Salesforce connected to your ERP, finance, marketing, support, WhatsApp and e-commerce stack.

When Salesforce operates in isolation from the rest of your technology stack, the manual work does not disappear. It just moves. Teams copy data between systems, reconcile records by hand, and make decisions from information that is always slightly out of date. The most common disconnects we see are between Salesforce and finance or ERP systems, marketing platforms, customer support tools, and communication channels like WhatsApp or email. We design and build the integrations that eliminate those handoffs, ensuring data flows reliably between systems, records stay in sync without manual intervention, and your teams can work from a single, current view of each customer.

Typical work

Architecture and build of bi-directional integrations between Salesforce and ERP, finance or accounting systems
Connection of Salesforce to marketing automation, customer support and communication platforms including WhatsApp
Integration health monitoring and maintenance to prevent silent data sync failures

Managed Admin Support

Temporary or recurring Salesforce administration to clear the backlog your internal team can't absorb.

Internal Salesforce administrators carry a backlog that grows faster than it can be cleared: field requests, report builds, process changes, user permissions, data imports, and the constant friction of an org that evolves without a dedicated resource to maintain it. The result is a bottleneck: business teams wait weeks for changes that should take hours, workarounds accumulate, and technical debt compounds. We provide temporary or recurring Salesforce administration that absorbs the backlog immediately and handles ongoing requests at the pace the business actually needs, without requiring the commitment or cost of a full-time hire.

Typical work

Structured backlog intake and prioritisation to clear accumulated admin requests efficiently
Ongoing administration covering configuration, permissions, reports, data tasks and user support
Transition planning and internal Salesforce owner enablement when you are ready to bring capabilities in-house

Training & Enablement

Practical training for users, managers and internal Salesforce owners, for adoption that survives the workshop.

Most Salesforce training fails because it teaches the system in isolation rather than in the context of how people actually work. Users learn where to click, not how Salesforce makes their job easier, and adoption reverts to old habits within weeks of the workshop. Effective enablement requires understanding each role's workflow first: what they need to log, what they need to find, and where the current setup creates friction. We design and deliver training grounded in your actual Salesforce configuration and your team's real day-to-day work, with separate tracks for end users, managers who run pipeline reviews, and internal Salesforce owners who need to maintain and evolve the org.

Typical work

Role-based training for end users, sales managers and internal Salesforce administrators
Practical, scenario-based sessions built around your actual Salesforce configuration and sales process
Post-training resources and internal enablement materials so knowledge does not leave with the trainer

Not sure where to start? The Health Check tells you.

A structured audit of your Salesforce setup that surfaces the highest-priority issues and quick wins, with a clear action plan to act on them.

Explore the Health Check