Salesforce
We build Salesforce around the agreed customer process, with clean data and every integration owned.
What We Do on Salesforce
Salesforce work starts with the customer process, not the configuration screen. We map how sales and service hand work to each other, then design the data model behind it. The named engagements are a Sales Cloud build, a Service Cloud build and a Data Cloud join. An ERP and finance integration, an AI agent service and a data cleanup before launch complete the set.
Sales Cloud holds the sales process, Service Cloud holds support, and Data Cloud joins the records behind both. We connect Salesforce to ERP, finance, commerce and marketing systems through governed interfaces. Each interface has an owner and a monitor from the first release.
You provide the sales, service and data owners, and the systems of record. You decide what one customer record must contain and who may change it. The plan records both before configuration starts.
The Services
The Salesforce services we deliver, each with the work it does on the org.
- Digital TransformationWe redesign the customer process around Salesforce, with measures agreed before the change.
- AI Agents and AutomationAgents act through Salesforce and your other systems with permissions and an audit trail.
- Analytics and Business IntelligenceReports read Salesforce and Data Cloud through one set of customer definitions.
- Custom Software EngineeringApplications cover what Salesforce cannot do alone, without widening the org.
- Experience DesignWe research the sales and service process before configuring the org, then test with users.
- CRM and Customer PlatformsSales Cloud and Service Cloud share one customer record with clear hand-offs.
- Commerce and PaymentsCommerce and payment flows join Salesforce, with orders and settlement checked.
- Business Process AutomationSales and service workflows have named owners and a record of each step.
- APIs and Integration PlatformsGoverned interfaces join Salesforce to ERP, finance and marketing systems.
Where These Projects Go Wrong
Salesforce projects fail when configuration starts before the process is settled.
The Org Becomes a Set of Custom Objects
Every team adds fields and objects, and the org slows down. We agree a data model and a governance group before configuration starts.
Data Quality Is Left to Later
Duplicates and missing fields reach the platform and reports lose trust. We check and match the data before it loads, with rules your team owns.
Integrations Are Unowned
A link to ERP or finance stops and nobody notices. We document each interface, monitor it and name an owner.
How a Project Starts
The opening stage settles the process that the org will serve.
Map the Customer Process
We map the customer process, the data and the systems of record. You receive a process map and a data gap list. You decide the first process to fix.
Design the Data Model
We set the data model, the flows and the interfaces before configuration. A test plan comes with the model. You approve it before the build.
Release One Process
We configure and test one process with its data loaded and checked. You receive the test results and the user feedback. You decide the next process.
Questions
The first questions buyers ask about Salesforce.
Can Salesforce work with our ERP?
Yes. We connect Salesforce to ERP, finance and commerce systems through governed interfaces. Each link has an owner and a monitor.
How do you keep customer data clean?
We match and check the data before it loads, then add rules your team owns. Duplicates are found before they reach reports.
Will you customise the org heavily?
We start with standard objects and add only what the process needs. Each custom object has an owner and a reason.
Can we add AI to Salesforce?
Yes. Agents can act through Salesforce with permissions and an audit trail. We test the answers before users see them.
What happens after launch?
We support the org, release changes in steps and keep the configuration simple. Your team learns each change as it ships.
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Talk to Our Team
Tell us what you run today and what should change. An engineer answers with the next step.