Salesforce Consulting & Implementation
Full-scale Salesforce implementation, legacy CRM migration, platform optimization, and Einstein AI setup. We design and deploy Salesforce solutions that align with your business goals and deliver measurable ROI from day one.
6
Weeks Average Go-Live
98
Implementation Success %
40
Cost Reduction %
100+
Successful Implementations
What's Included
Comprehensive Salesforce implementation services
Full Salesforce Implementation
End-to-end Salesforce rollout including discovery, architecture design, configuration, customization, and deployment. We configure Sales Cloud, Service Cloud, or Marketing Cloud to match your business processes and workflows.
- Requirements gathering & process mapping
- Salesforce org setup & configuration
- Custom objects, fields & relationships
- Workflow rules & process automation
- User profiles & permission sets
- Reports & dashboards
Legacy CRM Migration
Seamless data migration from legacy systems like Microsoft Dynamics, Zoho, HubSpot, SugarCRM, or custom databases. We handle data cleansing, deduplication, transformation, and validation to ensure accuracy.
- Data extraction & cleansing
- Deduplication & normalization
- Data mapping & transformation
- Test migrations & validation
- Production migration & cutover
- Post-migration reconciliation
Platform Optimization
Optimize existing Salesforce instances for performance, usability, and efficiency. We audit your org, identify bottlenecks, eliminate technical debt, and implement best practices for improved ROI.
- Salesforce health check & audit
- Performance optimization
- Data cleanup & archival
- Workflow & automation review
- License optimization
- Security & compliance review
Einstein AI Setup
Implement Einstein AI for predictive lead scoring, opportunity insights, automated case routing, and next-best-action recommendations. Leverage AI to help your teams work smarter and close deals faster.
- Einstein Lead Scoring
- Einstein Opportunity Insights
- Einstein Case Classification
- Einstein Bots for Service
- Einstein Discovery analytics
- Einstein Next Best Action
Key Benefits
Transform your business with Salesforce
Streamlined Sales Process
Automate lead capture, qualification, and routing. Track opportunities through the pipeline with real-time visibility. Sales teams close 30% more deals with Salesforce automation.
Better Customer Insights
360-degree customer view with complete interaction history, purchase patterns, and preferences. Make informed decisions with data-driven insights and Einstein AI predictions.
Automated Workflows
Eliminate manual tasks with workflow automation. Auto-assign leads, send follow-up emails, create tasks, and update records. Save 2,000+ hours annually per team.
Real-Time Reporting
Custom dashboards and reports provide instant visibility into sales, service, and marketing performance. Track KPIs, forecast revenue, and identify trends.
Mobile Access
Salesforce mobile app keeps teams productive on the go. Access customer data, update records, and collaborate from anywhere with offline capabilities.
Seamless Integrations
Connect Salesforce with email, calendar, ERP, marketing automation, and 3,000+ apps on AppExchange. Unified data eliminates silos and manual data entry.
Our Implementation Process
Proven 5-phase methodology for successful Salesforce deployments
Discovery & Requirements
We meet with stakeholders to understand your business processes, pain points, and goals. Document current workflows, define success criteria, and gather detailed requirements. Identify data sources and integration needs.
Solution Design
Design Salesforce architecture and data model. Create wireframes for page layouts and user interfaces. Define security model, automation workflows, and integration architecture. Get stakeholder approval before development.
Implementation & Configuration
Build Salesforce org with custom objects, fields, page layouts, and workflows. Configure automation rules, validation, and business logic. Develop custom code if needed. Create reports and dashboards.
Data Migration & Testing
Extract, transform, and load data from legacy systems. Perform test migrations in sandbox environment. Conduct UAT with end users. Fix issues and optimize performance. Execute final production migration.
Training & Go-Live
Train end users and administrators on Salesforce features. Create training materials and knowledge base. Execute phased rollout with go-live support. Monitor performance and address issues. Post-go-live optimization.
Implementation Pricing
Transparent pricing packages for every business size
Starter
£15K - £30K
- Up to 10 users
- Sales Cloud or Service Cloud
- Basic configuration
- Data migration (up to 10K records)
- Standard reports & dashboards
- 2 hours user training
- Email support (30 days)
- 6-8 week timeline
Best For: Small businesses
Professional
£30K - £80K
- Up to 50 users
- Multiple Salesforce Clouds
- Advanced configuration & automation
- Data migration (up to 100K records)
- Custom reports & Einstein Analytics
- Third-party integrations (2-3)
- 4 hours user training
- Priority support (60 days)
- Einstein AI setup
- 10-14 week timeline
Best For: Growing businesses
Enterprise
£80K+
- Unlimited users
- All Salesforce Clouds
- Complex custom development
- Large-scale data migration
- Enterprise integrations
- Custom Einstein AI models
- Comprehensive training program
- Dedicated support (90 days)
- Multi-region deployment
- Change management
- 12-16+ week timeline
Best For: Large organizations
Success Story
How we helped a London healthcare provider transform patient care
London Healthcare Provider Saves 40% Admin Time
A growing London healthcare group was struggling with fragmented patient data across multiple systems. Administrative staff spent hours manually coordinating care, scheduling appointments, and tracking patient communications.
The Solution
We implemented Salesforce Health Cloud with Einstein AI, integrating their EHR system and automating care coordination workflows. Custom dashboards provided real-time visibility into patient status and care plans.
The Results
- 2,000 hours saved annually through automation
- 40% reduction in administrative workload
- 95% patient satisfaction score
- Improved care coordination across 5 clinics
- ROI achieved within 6 months
Frequently Asked Questions
How long does a Salesforce implementation take?
Typical implementations take 6-16 weeks depending on complexity. Small businesses can go live with basic Sales Cloud in 6-8 weeks. Mid-market companies with multiple clouds and integrations typically need 10-14 weeks. Enterprise implementations with extensive customization take 12-16+ weeks.
What's included in the implementation cost?
Our pricing includes discovery, solution design, configuration, data migration, testing, training, documentation, and go-live support. Salesforce licensing fees are additional and billed monthly by Salesforce (starting at £25/user/month).
Can you migrate our data from our current CRM?
Yes, we specialize in data migration from Microsoft Dynamics, Zoho, HubSpot, SugarCRM, Pipedrive, and custom systems. We handle data extraction, cleansing, transformation, and validation to ensure accuracy. Test migrations are performed before the final production cutover.
Will our team need training?
Yes, we provide comprehensive user training as part of every implementation. Training includes hands-on sessions, video tutorials, and documentation. We also train your administrators on system management and configuration.
What happens after go-live?
We provide post-go-live support (30-90 days depending on package) to address issues and optimize the system. Most clients choose our ongoing managed services for continued support, enhancements, and optimization.
Request Your Free Implementation Roadmap
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