Salesforce
Consulting, implementation and support across Salesforce clouds and products, from new end-to-end implementations to improving the org you already have.
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CRM Consulting & Business Automation
Complexity, Simplified.
Specialists in Field Service
What we do
Everything your CRM needs, from first plan to ongoing support
Whether you're choosing your first CRM, fixing one that no longer fits, or connecting it to the rest of your business, we cover the full lifecycle.
01
CRM strategy & selection
Map your processes and choose the right CRM platform and edition for them.
02
Implementation
Set up data, processes, automation, reports and access around how your teams work.
03
Integrations
Connect your CRM with ERP, finance, marketing and other business systems.
04
Data migration
Move data from spreadsheets, legacy systems or another CRM, cleaned and mapped.
05
System overhaul
Rework a CRM that has become hard to use or no longer fits the business.
06
Org health assessment
Review configuration, security, data quality and automation, with a prioritised list of fixes.
07
Customisation
Custom automation and development where standard configuration isn't enough.
08
Support & enhancements
Help after go-live with fixes, changes and new requirements.
How we work
From first conversation to ongoing support
Discover
Understand your processes, pain points and goals.
Design
Agree the solution, data model and automation.
Build
Configure, automate and integrate in stages you can review.
Migrate
Clean, map and load your existing data.
Go live
Train your team and switch over with support on hand.
Support
Fix, adjust and improve as your business changes.
Our specialisation
Field Service
Alongside general CRM work, we have particular depth in field service: bringing customers, assets, technicians, schedules and work orders together in one CRM.
- Connect your field teams. Give office and field staff one shared view of the work.
- Streamline scheduling and work orders. Set up how jobs are created, assigned and closed out.
- Integrate the systems around you. Connect field operations with ERP, finance and other tools.
- Move off legacy systems. Bring field service data from older platforms onto one CRM.
Customer request
Logged by phone, email, portal or web form.
Work order
Created with the customer, asset and job details.
Schedule & dispatch
Matched to the right technician, skills and time slot.
Job on site
The technician sees the job, records the work and captures sign-off on mobile.
Close & invoice
Job completed, customer updated and details passed to billing.
Business automation
We help you automate your business using CRM
The routine steps that take up your team's day can run inside your CRM, so work keeps moving without anyone chasing it.
- Routing and assignment. Send new leads, requests and jobs to the right person automatically.
- Approvals. Route quotes, discounts and changes for approval and record the outcome.
- Reminders and follow-ups. Create tasks and alerts so nothing depends on someone remembering.
- Status updates and notifications. Keep customers and teams informed as work moves forward.
- Connected processes. Pass data between your CRM, finance and other systems without re-keying.
Without automation
- An enquiry arrives by email and waits in an inbox.
- Someone forwards it to sales by hand.
- The follow-up date lives in a diary or a spreadsheet.
- Quote approvals are chased by phone.
- The customer emails to ask for an update.
With CRM automation
- The enquiry creates a lead in the CRM automatically.
- The lead is assigned to the right person straight away.
- A follow-up task is created with a due date.
- The quote is routed for approval inside the CRM.
- The customer is notified as the status changes.
Industries
Industries we've worked in
Real Estate
Telecommunications
Auditing
Life Sciences
Platforms
Salesforce Consulting Partner
Zoho Affiliate
We work on Salesforce and Zoho
Zoho
Consulting and implementation for Zoho CRM, Zoho CRM Plus and Zoho FSM.
Zoho consulting →Tell us what you need your CRM to do.
Share your requirements and we'll come back to you to talk through scope, platform fit and next steps.
Start a conversation