Services

Salesforce consulting and implementation

A build from scratch, or a rescue of the org you already have. We analyse your processes, shape Salesforce around the way you work, and turn it into a system your team actually uses.

Our CRM is a spreadsheet The pipeline lives in files, and who spoke to which customer about what lives in people’s heads.

We bought it but nobody uses it Licences purchased, system opened, team back to the old way. The problem is rarely the licence — it is a setup that does not match how the field actually works.

We cannot get reports out The data is there, but the field structure is inconsistent, so the management report gets rebuilt by hand every month.

We outgrew the original setup Headcount and product lines grew; the simple structure from the first implementation no longer covers your processes.

Scope

What an implementation covers

Every project starts with discovery. We map your sales, service or marketing processes step by step, noting where each piece of information is held and who makes which decision. The system design is built on top of that map, not on a template.

Data model and configuration

Account, contact, opportunity and product structure shaped around your business
Sales stages and probability definitions that reflect how deals actually close
Custom fields, record types and page layouts
User profiles, permission sets and data access rules

Automation and business rules

Approval processes for discounts, quotes and contracts
Task and reminder flows
Validation rules that protect data quality at entry

Reporting

Pipeline, close rate and rep performance reports
Separate dashboards for management and field teams
Scheduled reports delivered by email

Data migration

Spreadsheets, a legacy CRM or an ERP — it makes little difference. We clean, map and load the data. Before go-live we run a test load in a sandbox and review the result with you, so duplicates and empty fields do not travel into production.

Go-live and training

Training is delivered by role: a field rep and a sales manager do not sit through the same session. We stay close during the first weeks after launch and fix the friction that only shows up in real use.

If you already have an org

You do not have to start over. We review the existing setup and identify what is unused, which fields stay empty and where automation breaks down. In most cases targeted fixes are faster and cheaper than a rebuild.

On licensing

Salesforce sells the licences; we provide the consulting. Which clouds and how many users you need is something we determine together during discovery — we would rather you did not pay for a module you will not use.

How long does it take?

A focused single-cloud sales build runs 4–6 weeks. Projects involving integrations and custom development run 3–6 months. You get a firm timeline at the end of discovery.

How many people do we need to involve?

During discovery we speak with the process owners — typically the sales manager, one field rep and an IT contact if you have one. After that, a single project owner on your side is enough.

Do we manage the system ourselves afterwards?

Your choice. We can train an administrator and hand over full independence, or keep managing it under a monthly agreement — see our support service.

What happens if the scope changes?

We itemise the change request and share its effect on timeline and cost in writing. Nothing you have not approved reaches an invoice.

Let us review where you stand

Build from scratch, or repair what you already have — the discovery call gives you a clear answer either way.

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