[ CRM & AUTOMATION ]
Salesforce Consulting Partner
We build Salesforce environments that match your actual sales process — CPQ configured to your pricing rules, Service Cloud wired to your support workflow, custom objects that map to your data model. Implementation is week one. The rest is making the system indispensable.
Implementation and Optimisation — Not Just Licensing
Most Salesforce partners earn on licence resale. Their commercial incentive ends the moment contracts are signed. Ours doesn’t. We’re paid for outcomes — adoption rates, pipeline velocity, and the business processes that depend on the system actually running the way it was designed.
We cover the full Salesforce stack: Sales Cloud pipeline architecture, CPQ product catalogues and approval workflows, Service Cloud case management and SLA automation, and the custom objects and Apex triggers that tie your specific business logic together. No templated deployments; every build is scoped to your process.
Salesforce Consulting Services
Sales & Service Cloud Implementation
End-to-end configuration of Sales Cloud and Service Cloud: opportunity stages, lead routing, assignment rules, SLA escalation paths, case queues, and role hierarchy. Migrated from your existing CRM with data deduplication and field mapping applied before import.
CPQ Configuration
Product catalogue, bundle rules, discount approval workflows, and quote templates configured to your pricing structure. CPQ reduces the time from qualified opportunity to signed quote — and removes the spreadsheet dependency that causes pricing errors at scale.
Integration Architecture
Bidirectional sync with your ERP, marketing automation platform, support desk, and finance tools. We use native connectors where they exist and build MuleSoft or REST API integrations where they don’t — documented, version-controlled, and maintainable by your team.
Ongoing Optimisation
Monthly workflow audits, Apex trigger reviews, permission set adjustments, and reporting evolution as your business changes. Most Salesforce environments degrade over time without active stewardship — we keep yours current.
Salesforce Consulting Partner — Frequently Asked Questions
What does a Salesforce Consulting Partner do?
A Salesforce Consulting Partner designs, builds, and optimises your Salesforce environment. This includes process mapping, platform configuration, data migration, custom object and Apex development, third-party integrations, team training, and post-go-live support. Unlike a reseller, a consulting partner is accountable for business outcomes — adoption, pipeline accuracy, and the automation actually running.
How long does a Salesforce implementation take?
A standard Sales Cloud implementation runs 4–6 weeks. Add Service Cloud or CPQ and expect 8–12 weeks. Complex enterprise deployments with ERP integration, custom Apex, and multi-division rollouts run 16–24 weeks. We give a timeline at scope sign-off with milestones, not estimates revised after kickoff.
Do you implement Salesforce CPQ?
Yes. CPQ is one of our core competencies. We configure product catalogues, bundle and constraint rules, multi-tier discount schedules, approval workflow chains, and PDF quote templates. We also handle the data migration from legacy pricing spreadsheets and the training that gets your sales team generating accurate quotes independently.
Can you take over an existing Salesforce instance?
Yes. We start with a technical audit of the existing org: data quality, permission sets, custom code, integration health, and adoption metrics. The audit produces a prioritised remediation plan. We can then take on managed optimisation from that baseline without a full reimplementation.
Start With a Salesforce Architecture Review
Tell us what you’re running today and what isn’t working. We’ll come back with a scoped plan — no licence upsell, no padding.
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