Salesforce

Connect Your Teams, Customers and Processes with Salesforce

Connect sales, service and marketing through Salesforce implementation, customisation and integration. We automate customer processes, build Agentforce agents and provide ongoing administration, development and support.

Applications We Work With

How We Help

Support Every Stage of Your Customer Relationships

From lead management and service cases to campaigns and self-service portals, adapt Salesforce to how your business attracts, serves and retains customers.

Implementation & Administration

Implement and configure Salesforce around your sales, service and marketing processes.
Align user access, permissions and roles with responsibilities.
Maintain data quality and improve visibility through reports and dashboards.
Resolve issues affecting everyday Salesforce use.
Manage sandboxes and prepare for platform releases.

Development & Automation

Tailor objects, fields and page layouts to your business processes.
Automate lead assignment, approvals and follow-ups with Salesforce Flow.
Extend functionality with Apex and Lightning Web Components.
Configure suitable AppExchange applications.
Test and deploy changes across sandbox and production environments.

Integrations & Data

Connect Salesforce with ERP, finance, marketing and third-party systems.
Synchronise customer, order and service information across applications.
Migrate and validate records when consolidating data.
Diagnose failed integrations and resolve synchronisation errors.
Maintain secure connections and reliable information exchange.

Agentforce & AI

Build Agentforce agents for sales, customer service and internal operations.
Connect agents to Salesforce records, knowledge and third-party systems.
Configure relevant Einstein features for insights and recommendations.
Enable record updates and workflow actions with appropriate human oversight.
Evaluate responses, monitor usage and refine agent behaviour.

How It Works

From Salesforce Challenges to Working Solutions

Review your Salesforce requirements and agree a plan for implementation, enhancements, integrations or Agentforce delivery.

Discovery Call

Discuss your customer processes, current systems and priorities for Salesforce implementation, improvement or Agentforce.

Scope & Proposal

Define the work, delivery responsibilities, costs and timeline for your chosen engagement.

Access & Onboarding

Review your existing Salesforce setup or plan a new implementation, and arrange the environments and access needed for delivery.

Delivery Begins

Configure or develop agreed changes, validate them with users and coordinate deployment.

This is the right fit if…

You need to implement Salesforce or improve its configuration, customisations and integrations.
Sales staff spend too much time maintaining records and chasing updates.
Service agents lack the customer context needed to resolve cases.
Marketing and sales information is disconnected.
You want Agentforce to answer questions and perform business tasks.
Your internal team needs dependable administration and development capacity.

Flexible Engagements

Choose the Right Salesforce Expertise for Your Customer Operations

Launch or improve Salesforce, introduce Agentforce agents, or add specialists to your team through projects, ongoing development and support, or team extension.

Defined Projects

Implement or improve Salesforce with a clearly defined scope.

Agreed deliverables, costs and timeline

Sales, Service, Marketing or Experience Cloud implementation
Lead assignment, approvals and follow-ups using Salesforce Flow
Custom functionality with Apex and Lightning Web Components
Third-party integrations and validated data migration
Agentforce agents connected to business information and actions
User acceptance testing, deployment and handover

Ongoing Development & Support

Keep Salesforce reliable as your customer operations evolve.

Agreed monthly capacity, coordinated by Scaleable

Resolve issues affecting users, customer records and daily processes
Develop enhancements to sales, service and marketing workflows
Maintain integrations and resolve data synchronization issues
Test Salesforce releases against existing customizations
Improve reports, dashboards and Agentforce capabilities
Plan priorities with your stakeholders and report completed work

Extend Your Team

Salesforce specialists working alongside your team.

Expertise matched to your Salesforce environment

Administrators and functional consultants for agreed Salesforce clouds
Apex and Lightning Web Components developers
Salesforce Flow and integration specialists
Experience Cloud and Agentforce expertise
Specialists working under your team’s day-to-day direction
Agreed availability for your projects and delivery backlog

Any applicable platform licences, third-party subscriptions and usage costs are separate from our service fees.

Stronger Sales Processes

Improve lead assignment, opportunity tracking and follow-ups.

More Responsive Service

Streamline case handling and customer self-service.

Agentforce in Action

Build agents that answer questions, update records and trigger workflows.

Bring Sales, Service and Marketing Together

Connect sales, service and marketing through Salesforce implementation, development and integration. Add Agentforce agents and ongoing support to keep your customer operations improving.