Turn customer data into timely follow-ups, responsive service and coordinated campaigns. Our specialists customise Salesforce, connect it with other business applications and develop Agentforce agents, backed by ongoing administration and support.
From lead management and service cases to campaigns and self-service portals, adapt Salesforce to how your business attracts, serves and retains customers.
Review your Salesforce setup, identify what is holding work back and agree a plan for configuration, development, integrations or Agentforce delivery.
01
Discuss how you use Salesforce, where customer processes break down and what needs to change.
02
Define the work, deliverables, costs and timeline for a project or retainer.
03
Arrange permissions, review customizations and integrations, and establish a shared delivery backlog.
04
Configure or develop agreed changes, validate them with users and coordinate deployment.
Get regular access to Salesforce specialists for administration, enhancements, integrations and AI. An agreed monthly retainer provides planned capacity, clear responsibilities and visibility into delivery.
Reliable administration and configuration
Up to 40 hrs/month
Development and process improvements
80 hrs/month
Agentforce and multi-cloud delivery
160 hrs/month
Retainer scope and monthly pricing reflect your Salesforce environment and required delivery capacity. Defined projects are quoted separately.
Improve lead assignment, opportunity tracking and follow-ups.
Streamline case handling and customer self-service.
Build agents that answer questions, update records and trigger workflows.
Connect sales, service and marketing processes, automate follow-ups and put Agentforce to work. Let’s explore what’s next for your Salesforce environment.