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Salesforce implementation, integration and development
Get the most from the world's largest enterprise software platform. As a CRM, Salesforce transforms how you track customers and opportunities. As a platform, it's a secure, scalable foundation for software of your own.
Case study at a glance
A large outsourcing group with many legal entities:
- Automatic notifications to every entity in scope of a bid
- Google Forms for staff without Salesforce licences
- Replies written back to the opportunity in real time
- Every subsidiary helping shape pricing and approach
Salesforce as a CRM
Set up for success, now and in the future
As Salesforce administration and design experts, we make sure your architecture is right from the start. And with a background in sales and bids, we know the insight you need to capture to win more.
Only what adds value
We remove objects and fields that add nothing, and make sure the ones your decisions depend on are included, mandated or validated.
Automation that pays
Automated workflows wherever they add value or save time, using Salesforce's own process automation or custom Apex code.
Reporting first
Every choice is shaped by the reports and dashboards you need, in Salesforce or in tools such as Tableau.
Salesforce as a platform
Bespoke applications, built on Salesforce
Salesforce is more than a CRM. Countless cloud and mobile apps run on it, from accounting software to workforce schedulers.
We'll explore whether it's the right foundation for your product, then design it with the best of both worlds: drag-and-drop components where they fit, and bespoke Apex code where you need more.
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Explore the fit
What the platform could do for you, and whether it's the right foundation.
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Design and propose
A detailed proposal of how your product will be built, now and as you grow.
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Co-design with prototypes
Regular touchpoints and prototypes, so your users shape the experience.
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Test and launch
An extended user acceptance testing period for a successful launch.
Case study
Bringing a whole group into every bid
The challenge
A large outsourcing company worked across many legal entities on large projects led by the parent company. Subsidiaries were wary of committing resource to lower-margin clients, and not all had Salesforce licences, so many couldn't see or update the opportunities they'd been asked to join. Everyone used Google Workspace.
Our solution
Salesforce automatically notified every entity in scope of an opportunity, with a link to a pre-filled Google Form asking whether they could support the bid. Custom Apex wrote each answer back to the opportunity in real time. A second form, also linked back, let each entity shape the pricing and approach.
The outcome
The central team could see which subsidiaries could deliver and make sure the client's needs were covered. The business saw unprecedented growth, drawing on the strength of its specialist businesses, and subsidiaries felt part of the decisions, which kept them engaged with major group-wide clients.
Pricing
Priced to your project
Every Salesforce project is different, so we can't give meaningful prices without a specification. Tell us what you need and we'll send a priced proposal.
A priced proposal for every project
implementation, integration or development
Charity or non-profit? We offer substantial discounts. Ask us about it.
Got an idea? Let's make it affirmable.
Tell us about your Salesforce plans, or the problem you'd like it to solve. We'll reply within two business days.