Implementation & setup
We set up Sales Cloud, Service Cloud and Experience Cloud around the way your team works. That includes data migration, security, pipelines and reports.
Salesforce for startups & growing SMBs
Salesforce, set up properly from day one.
We help startups and growing businesses set up, customise and get more out of Salesforce. You work directly with experienced consultants, and you know the cost before we start. Built to transform. Engineered to last.
Fixed quotes
Senior consultants only
Straight answers on licences
Org Health Check
Your Salesforce, at a glance
- Security & accessHealthy
- Data quality & duplicatesReview
- Automation & flowsReview
- Technical debtAction
- Licences & adoptionHealthy
Sample report. Every Health Check ends with a prioritised action plan.
Who we help
We work with teams that are growing fast.
Startups
Setting up Salesforce for the first time? We configure it properly from the start, so you won’t need to rebuild it in two years.
Growing SMBs
If you’ve outgrown spreadsheets, or your Salesforce org has become messy, we tidy it up, connect it to your other tools and automate the repetitive work.
Services
From first setup to ongoing support.
Custom development & integrations
When standard setup isn’t enough, we build with Lightning Web Components, Apex and Flow. We also connect Salesforce to your ERP, accounting, marketing and messaging tools.
CRM strategy & consulting
We map your processes, advise on the right licences and plan the work in phases. That way you only pay for what your business needs.
Training & managed support
Training for each role, so your team uses the system with confidence. After go-live, a monthly support plan covers changes, new users, Salesforce releases and everyday questions.
Best place to start
Salesforce Health Check
A fixed-price review of your org’s security, data, automation, technical debt and licence usage. You get a clear report and a list of fixes in order of priority.
See what’s includedSalesforce Health Check
Find out what’s working and what needs fixing.
Useful if your org has grown without much planning, your previous partner has moved on, or you’re planning the next phase.
PricingFixed, agreed up front
You receiveReport + walkthrough call
- 01Security & accessProfiles, permission sets, sharing and login policies.
- 02Data qualityDuplicates, empty fields, validation and ownership.
- 03AutomationFlows, legacy workflow rules and process builders.
- 04Code & technical debtApex, LWC, test coverage and unused metadata.
- 05Licences & adoptionWho logs in, what they use and where you might be overpaying.
- 06Action planA list of fixes in priority order, which we take you through on a call.
How we work
How a project runs
- Step 1DiscoverA free call to talk through your goals and the tools you use today.
- Step 2DesignWe send a proposal with the scope, timeline and a fixed cost.
- Step 3BuildWe build in short sprints and show you progress every week.
- Step 4SupportWe train your team, help with go-live and stay on for support if you need us.
Contact
Let’s talk about your Salesforce project.
Book a free 30-minute call. We’ll look at where you are today and suggest sensible next steps.