Implementation
Salesforce comes in a range of flavours and we have experience of all of them. Whether it’s Sales Cloud, Service Cloud or an entirely bespoke application, we will help you to design a route to success.
Identifying stakeholders, putting a project plan together, identifying existing processes and mapping them to Salesforce are just some of the tasks that are required for a successful implementation.
We will work with you to get the most from Salesforce for your sales people and managers, management team, marketing department and any other human resources that may be impacted.
Salesforce Automation
Salesforce offers almost limitless options for automating processes and yet these are often initially untapped by the companies we work with.
Examples include automated Contract/Opportunity renewals, daily/weekly outbound emails, reporting snapshot builds.
So if you have a requirement or an idea and are not sure whether Salesforce can do it, please ask us, the answer is usually ‘yes’.
Salesforce Development
With 25 years of software development under our belt, we can build bespoke pages and components to fill the gaps where the declarative (drag and drop) tools that Salesforce offers can’t quite reach.
Recent examples of our work in this area include a bespoke medical consumable ordering portal for employees (no Salesforce licence required), a simple Salesforce to Xero and back again integration, and an overnight process which pulls direct debit information from a third party service and reconciles Orders in Salesforce.
