Salesforce & CRM
Make your CRM fit
the way your business works.
Salesforce configuration, custom development and customer-facing workflows grounded in your current setup.
Start with
the business need.
A CRM should support how people work rather than create a new set of workarounds. This is a core development area: understand the existing configuration, identify the requirement and implement a scoped change with testing.
What a project
can involve
- Apex and Lightning Web Components
- Salesforce Flows and configuration
- Customer portals and experience development
- Request-management and business workflows
- Integrations, tests and deployment support
What helps
us scope it
- Your current Salesforce setup and the issue to solve
- The users, records and permissions involved
- Existing integrations and dependencies
- A suitable testing and deployment environment
Changes are scoped around the existing organisation, access model and release process. Salesforce licences and third-party apps are separate costs. Other CRM platforms require a fit review before implementation is offered.
A useful first step
Start the conversation.
Describe the current workflow, what needs to change and whether you have a sandbox available. Do not share credentials in an enquiry.