Configuration and adoption
Align fields, stages, permissions and screens with the work your team needs to do. Make training and usability part of the change.
Salesforce
Make Salesforce work for the people using it.
Salesforce should help your team manage customers, move work forward and make informed decisions. We help align the platform with your sales and service processes, data and business priorities.
Book a free introductionStart with the business process.
We review how your team uses Salesforce today, what happens outside it and which reports people rely on. We map the sales and service processes before agreeing what needs to change.
That may lead to configuration, cleaner data, integration, training or a more substantial implementation. We explain the options and agree a practical sequence.
Where we can help
Data and integration
Map records, agree ownership and validation, and test how information moves between Salesforce and other business systems.
Automation and reporting
Reduce routine administration and build reporting around the decisions people need to make. Use AI where its output can be checked and adds value.
Ongoing support
Agree how changes, user questions, maintenance and priorities will be managed as the business evolves.
A clear engagement from the start
Understand the business
We speak with the people doing the work, map the process and follow the information between your systems. We look at the exceptions as well as the usual day.
Agree what is worth changing
Together we assess the cost, effort and likely benefit of each option. You get a clear scope, priorities and measures of success before implementation starts.
Build, test and support
We deliver in manageable stages, test against real work and help your team adopt the changes. We review the results and agree what comes next.
Questions before you get started
Can we keep the systems we already use?
We start by reviewing your current tools, data and processes. We check what can be connected or improved before recommending additional software.
Where does a person stay involved?
We agree which tasks can run automatically, what needs review and when an issue should be escalated. Your team keeps responsibility for the decisions that need business judgement.
How does the work begin?
Start with a free 30-minute introduction to discuss the pain points and potential value. Detailed process mapping takes place at the beginning of the engagement, before we agree the changes to build.
Start with a conversation
Let's talk about your Salesforce setup.
Book a free 30-minute call. We'll talk through what's getting in the way, where we can help, and how we can work together to move things forward.