Technology specialisation
Salesforce designed around the way your team works.
We design, implement and extend Salesforce, connecting sales and customer service processes with data, automation and the applications your business uses.
Discuss your implementation
From a task to a solution.
CRM work starts with how you serve customers, team responsibilities and data quality. These needs inform configuration, extensions and integrations. We work with organisations operating in both B2B and B2C markets.
New CRM implementation
Data model, process stages, user roles and preparation for everyday use.
Existing organisation development
Improving automation, data quality, permissions and dependencies that make changes difficult.
Salesforce connected to AI
Providing agents with appropriate context, preparing suggested actions and recording approved results.
ENGAGEMENT SCOPE
What do you receive?
- CRM process and data model design
- Configuration, automation and agreed extensions
- Integrations and a data migration plan where included in scope
- Tests, documentation and handover to the team
What do we need to start?
- Process owners and access to a test environment
- An inventory of connected applications and existing automation
- Sample data and user requirements
How do we price the work?
An engagement can cover a new implementation or improvements to a particular area. Licences, data migration and ongoing care are identified explicitly as relevant parts of the project.
DELIVERY APPROACH
How does implementation work?
- 01
Environment review
Understand processes, licences, data and existing dependencies.
- 02
Configure and develop
Deliver changes in a test environment with regular user reviews.
- 03
Accept and maintain
Verify business scenarios, prepare the launch and agree how future changes will be handled.
ILLUSTRATIVE SCENARIO
A consistent way to handle a customer case
An illustration of how a solution can work. We adapt the scope to the client’s environment; this is not a delivered client project.
- The team agrees service stages, required information and owners.
- Salesforce guides the case through those stages and exposes data according to roles.
- Reporting highlights overdue cases, exceptions and data completeness.
- What we measure
- Record completeness, handling time, overdue tasks and team adoption.
- How we control actions
- Permission and automation changes are tested against user roles before release.
BEFORE WE BEGIN
Good to know.
Can you improve an existing implementation?
Yes. We start with a configuration and dependency review, then agree changes and regression tests.
Does every Salesforce project include Agentforce?
No. Agentforce is a separate scope chosen around your needs. We can first improve CRM data and processes.
Is Salesforce suitable for our business model?
We assess processes, scale, integrations and cost. Our platform experience helps identify both opportunities and limitations for the proposed approach.
