Salesforce services for every stage of your CRM and ERP journey

Salesforce is a CRM platform, we implement Sales and Service Cloud and connect it to your ERP, or add Salesforce-native ERP apps from the AppExchange.

Implementation Customisation Migration Integrations Support & hosting

01 · Implementation

Launch Salesforce your team actually uses

Clean setup, clean data and training built around how your team sells and serves.

Discovery and sales process mapping
Sales Cloud and Service Cloud setup
Data import and de-duplication
Role-based training and adoption support

Typical 8-week plan

Wk 1–2Discover

Wk 3–5Configure

Wk 6–7Migrate & test

Wk 8Train & go live

triggers/OrderToERP.trigger

trigger OrderToERP on Order (after update) {
    for (Order o : Trigger.new) {
        if (o.Status == 'Activated') {
            ERPSync.enqueue(o.Id);
        }
    }
}

02 · Customisation

Customise Salesforce without technical debt

Clicks first, code where it counts, built to pass every Salesforce release.

Flows and approval processes
Apex and Lightning Web Components
Custom objects and page layouts
Reports and dashboards

03 · Migration

Move to Salesforce from any CRM

We migrate accounts, contacts, deals and history cleanly, and test in a sandbox first.

Migration from HubSpot, Zoho, Dynamics CRM or spreadsheets
Accounts, contacts, opportunities and history
Data cleaning and de-duplication
Sandbox testing and sign-off

SpreadsheetsOld CRMSalesforce

Accounts · Contacts · Deals · Activities

Connected to Salesforce

Odoo SAP Dynamics 365 NetSuite Outlook / Gmail Slack DocuSign MuleSoft REST API

04 · Integrations

Connect Salesforce to your ERP

Quotes, orders, invoices and stock flow both ways between Salesforce and your ERP.

Quote-to-cash sync with Odoo, SAP, Dynamics or NetSuite
Accounts, orders, invoices and stock in both systems
Email, calendar and eSignature
MuleSoft or custom API integrations

05 · Support & hosting

A team on call after go-live

Admin-as-a-service with clear response times, plus release readiness three times a year.

Admin-as-a-service and small changes
Release readiness for each Salesforce release
Health checks and security reviews
Refresher training for new staff

Support response times

Critical, system down: 1 hour
High, process blocked: 4 hours
Normal, question or change: 1 day

Business hours: Monday – Friday

Not sure which service you need?

Tell us where you are today, we’ll recommend the shortest path.

Talk to a Salesforce expert → or book a 30-min call on Calendly