A powerful platform cannot compensate for an unclear process.
Salesforce underperforms when it is configured around assumptions, overloaded with unnecessary complexity or left without clear ownership after launch. The result is low adoption, manual reporting, inconsistent data and teams returning to spreadsheets. We align the platform to the process, people and decisions it needs to support.
- ＋Teams maintain separate trackers outside Salesforce
- ＋Reports require manual reconciliation
- ＋Sales stages do not reflect how opportunities actually progress
- ＋Customer data is incomplete, duplicated or fragmented
- ＋Automations create noise instead of useful action
- ＋AI ambitions are ahead of data and process readiness
Make Salesforce easier to use, more valuable to the business and safer to scale.
Improve efficiency
Automate follow-ups, remove duplicate entry and give teams the information they need in the flow of work.
Enable growth
Create clearer pipelines, stronger customer journeys and more reliable information for commercial decisions.
Operate with confidence
Improve data quality, permissions, governance, reporting and release control.
From CRM foundation to continuous improvement.
Sales & relationship management
- Lead, account, contact and opportunity management
- Pipeline design and forecasting
- Approval and handoff workflows
- Portfolio and wealth management solutions where relevant
Service operations
- Case and request management
- Routing and escalation
- Knowledge and service workflows
- Reporting and service visibility
Marketing automation
- Marketing Cloud implementation and support
- Journey design and optimisation
- Segmentation and personalisation
- Campaign operations
Data & analytics
- Data quality and governance
- Data Cloud readiness and implementation
- CRM Analytics and executive dashboards
- Reporting architecture
AI & Agentforce readiness
- Business use-case identification
- Process and data readiness
- Agent and workflow design
- Human oversight and escalation
Integration & automation
- Connection to finance, ops and data systems
- API and middleware integrations
- Data migration and synchronisation
- Release and environment management
Start with the Salesforce problem you need to solve.
Salesforce Health Check
Find what is limiting value today.
- Stakeholder interviews and configuration review
- Adoption, data and reporting assessment
- Prioritised recommendations and 90-day roadmap
Optimisation Sprint
Fix a defined area and demonstrate value quickly.
- Requirements and solution design
- Configuration, automation and integration
- Testing, training and post-launch support
Implementation Programme
Implement or rebuild a business-critical solution.
- Discovery, architecture and phased delivery
- Data migration, integrations and release governance
- Role-based training, hypercare and transition to support
Managed Salesforce
Keep the platform useful, governed and improving.
- Administration, user support and enhancement backlog
- Release planning and reporting monitoring
- Quarterly value review
Design around the business. Configure with discipline.
Discover
Understand the commercial process, users, data and decisions Salesforce must support.
Design
Agree the process, data model, ownership and solution before configuration begins.
Deliver
Implement in controlled phases with visible progress, testing and decisions.
Adopt
Train by role, support go-live and measure whether the intended behaviour is happening.
Improve
Use the backlog, adoption data and business priorities to guide continuous improvement.
Salesforce expertise without a platform-only view.
- +We connect Salesforce to the broader operating model
- +We are comfortable working across business, data and technology teams
- +We can challenge an over-engineered solution
- +We remain involved after go-live
- +Every engagement has a named lead
- +Particular experience in regulated, relationship-led businesses, without limiting our work to one industry
Frequently asked
Can you improve an existing Salesforce implementation?
Yes. Many engagements begin with an existing environment that needs better process alignment, adoption, reporting, automation or ownership.
Do you only work with financial-services companies?
No. Our Salesforce capability is industry-agnostic. Financial services is one area of experience, not the definition of the practice.
Can you support Salesforce Marketing Cloud?
Yes. We provide implementation, journey, campaign, integration and ongoing operational support for Marketing Cloud engagements.
Do you offer ongoing administration?
Yes. Managed Salesforce can cover administration, support, enhancements, reporting, release planning and continuous improvement.
Is Salesforce helping the business, or creating more work around it?
A Salesforce Health Check will identify the highest-value improvements across process, adoption, data, reporting and governance.
Book a Free Salesforce Health Check