Salesforce implementation
We implement Salesforce the way it should be done: standard features first, clean data from day one, automation your admins can understand, and training that makes people want to log in. Fixed scope, fixed timeline, weekly demos.
What you get.
- Go live in 4–12 weeks for most first phases
- High adoption, because the system matches how people work
- Clean, deduplicated data migrated from day one
- Documentation and training so your team can run it
What’s included.
Configuration
Objects, fields, page layouts, record types, Lightning apps and dynamic forms.
Automation
Flows, approvals, assignment and escalation rules, built to be maintainable.
Security model
Profiles, permission sets, roles, sharing rules and field-level security.
Reports & dashboards
The numbers leadership asks for every week, live and trustworthy.
Data migration
Mapping, cleansing, deduplication and validated loads with rollback plans.
Training & hand-over
Role-based training, quick guides and an admin hand-over session.
How we deliver it.
- 01
Discover
Requirements, user stories and acceptance criteria.
- 02
Design
Data model, security and automation design, signed off.
- 03
Build
Two-week sprints with a demo at the end of each.
- 04
Test
UAT with your users, issues tracked to closure.
- 05
Launch
Planned cut-over, hypercare and hand-over.
Sales Cloud
Pipeline, forecasting and sales automation.
Service Cloud
Cases, omni-channel support and knowledge.
Experience Cloud
Customer, partner and patient portals.
Marketing Cloud & Account Engagement
Email, journeys, B2B marketing automation.
Health Cloud
Patient 360, care coordination, interoperability.
Financial Services Cloud
Wealth, banking and insurance CRM.
Common questions.
How much does a Salesforce implementation cost?
It depends on scope. A focused Sales Cloud or Service Cloud first phase is usually a few weeks of work. We give you a fixed quote after a free scoping call, before you commit to anything.
Do you buy the Salesforce licences for us?
You buy licences directly from Salesforce, and we help you pick the right edition and quantity so you do not overpay.
Can we start small?
Yes, and we recommend it. A tight first phase that goes live quickly beats a big-bang project every time.
Salesforce consulting & strategy
Roadmaps, org audits and solution architecture, so every Salesforce dollar goes somewhere useful.
Migration to Salesforce
Move from HubSpot, Zoho, Dynamics, Pipedrive, legacy systems or spreadsheets without losing history.
Integration & MuleSoft
Connect Salesforce to ERPs, EHRs, payments, marketing tools and your own apps, reliably.
Let’s make Salesforce work for you.
Book a free 30-minute consultation. We’ll look at where you are, where you want to be, and give you an honest view of the fastest way there.