Salesforce
Salesforce
The problem
The sales process changed and the CRM still mirrors the old design. Reports stop matching reality, the team builds a parallel spreadsheet and leadership loses visibility of the pipeline.
We work from sales process design through to supporting what is already in production.
Implementation. Sales Cloud and Service Cloud built from the real process, not the one the handbook describes. Object modelling, qualification criteria, automation and permissions designed with the people who use them.
Rework on what already exists. This is the most common case. Salesforce is there, it was implemented years ago, and the process moved on. We review the data model, the fields nobody fills in, the automation nobody understands anymore, and put the system back behind the current process.
Integration. Connecting ERP, billing, marketing and in-house systems, with data governance defined — which system owns each piece of information, and what happens when two sources disagree.
Support. A request queue, configuration changes, new fields and reports, handled by people who know your org and do not restart their understanding with every ticket.
Dedicated squad. An allocated Salesforce team when the volume justifies its own cadence, plugged into your prioritisation process.
Who usually reaches out
Sales Director, Head of RevOps, CRM owner, IT Director
Signs this is your case
- The sales team keeps a spreadsheet running alongside Salesforce
- Pipeline reports do not match what leadership sees in the field
- You pay for licences and use a fraction of what was implemented
- Each business unit has its own data standard and its own rules
- Integration with ERP, billing or marketing is redone by hand every month
- Sales was restructured and the CRM never caught up