Service/Financial Services

Salesforce Consulting & Implementation

Salesforce implemented, customised, and connected to the rest of your stack.

$40k - $150k

We implement, customise, and integrate Salesforce (Sales, Service, and Experience Cloud) so it fits your real workflows, not the other way round. Senior engineers, AI-augmented delivery, and full configuration and code ownership. Einstein and agent tooling added where they earn their place. Independent delivery with no reseller markup, working alongside your admins where you have them.

Key outcomes

  • Salesforce configured to your real process, not a generic template
  • Clean integrations with your ERP, billing, and product
  • AI assistance inside the CRM where it saves real time

Delivery speed

AI-speed delivery

Org audit, data model, and implementation planConfiguration, custom objects, flows, Apex, and Lightning Web ComponentsIntegrations with your ERP, billing, and product APIsData migration and de-duplicationAdmin handover, documentation, and enablementOrg audit, data model, and implementation planConfiguration, custom objects, flows, Apex, and Lightning Web ComponentsIntegrations with your ERP, billing, and product APIsData migration and de-duplicationAdmin handover, documentation, and enablement

Who it's for

Built for teams that need this now

This service was designed around a specific kind of problem. If any of these sound like your team, you're in the right place.

01

RevOps and CRM leaders

Who need Salesforce to match their real sales and service process

02

Ops teams working around the CRM

Where reps live in spreadsheets because the org does not fit the workflow

03

Teams inheriting a messy org

With years of custom fields, flows, and technical debt that slow everyone down

Common triggers

Signs you need this

Most teams come to us after one of these moments. Recognise any of them?

01

Your reps work around Salesforce in spreadsheets instead of inside it

02

The org has unused fields and broken flows, and nobody is sure what is safe to change

03

Salesforce and your ERP or billing system do not talk to each other

04

You want AI assistance in the CRM, but only where it actually saves time

05

A previous partner left you with something you cannot maintain

Recognise two or more of these?

Let's talk - no commitment
Team working on software

30+

Products in production

“We treat every salesforce consulting & implementation engagement as a production commitment - not a prototype.”

- Thinkscoop Engineering

How we deliver

4 phases to production

Every engagement follows a structured delivery process with clear artifacts at each stage - so you always know exactly where you are.

Audit01

Org and Process Review

Org health and technical-debt auditData model and process mapIntegration inventoryPrioritised implementation plan
Build02

Configuration and Development

Objects, flows, and validation rulesApex and Lightning Web ComponentsAutomation and approval processesSandbox build with UAT
Connect03

Integration and Data

Integrations with ERP, billing, and productData migration and de-duplicationReports and dashboardsOptional Einstein or agent tooling
Handover04

Enablement

Admin and user documentationTraining sessionsGovernance and change-control planPost go-live support window

Questions

Straight answers

The questions we get asked most often. No marketing spin - just clear answers.

What you get

Every deliverable, spelled out

1

Org audit, data model, and implementation plan

2

Configuration, custom objects, flows, Apex, and Lightning Web Components

3

Integrations with your ERP, billing, and product APIs

4

Data migration and de-duplication

5

Admin handover, documentation, and enablement

Ready to get started?

Salesforce Consulting & Implementation starts with a 30-minute call.

No sales pitch. We'll scope your project, challenge assumptions, and tell you honestly if this is the right fit - before anything is signed.

EYBooking.comAccentureDeloitteKPMGHindustan UnileverPixis
SOC2 Type I In Progress
Code ownership, IP transfer, NDAs and security review standard on every engagement