Salesforce Solutions

We set up, customise and extend Salesforce to fit how your team sells and supports customers. Then we connect it to your ERP, website and support channels and add AI where it saves time.

// What we do

Salesforce set up around your process

  • Implementation & migration

    Sales Cloud and Service Cloud setup, data migration from spreadsheets or other CRMs, and user onboarding.

  • Customisation

    Flows, Apex, Lightning components and custom objects when configuration alone is not enough.

  • Einstein & Agentforce AI

    Lead scoring, email and call summaries, and AI agents for sales and service that work from your CRM data.

  • Integration

    Connect Salesforce to Odoo or other ERPs, marketing tools, payment systems and your website forms.

  • Experience Cloud portals

    Customer and partner portals with self-service, cases and a knowledge base.

  • Health check & optimisation

    Review an existing org, clean up automation and data, and help more of your team use it.

// How we deliver

From first call to working software, without months of paperwork

We skip the long requirements document. AI-assisted analysis and early prototypes let you see and test the solution before you commit to a full build.

  1. 01

    Discovery call

    30 to 45 min

    We learn your goals, current tools, data and the processes that slow your team down. We mostly ask questions.

    Shared notes and a shortlist of opportunities

  2. 02

    Gap analysis

    ~48 hours

    We map the current process and use AI-assisted analysis to find where automation, integration or AI saves effort, split into quick wins and bigger projects.

    Gap report with prioritised use cases and rough ROI

  3. 03

    Blueprint & prototype

    ~1 week

    You get the architecture, a clickable or working prototype of the key flow, and a fixed-scope estimate, so you decide based on something you can try.

    Solution blueprint, prototype, fixed-scope proposal

  4. 04

    Build in weekly steps

    Weekly demos

    AI-assisted engineering with a demo every week. You test features as they are finished and can change priorities from one week to the next.

    Working software every week, in your environment

  5. 05

    Run & improve

    Ongoing

    Monitoring, model and prompt tuning, usage analytics and support, so the solution keeps improving after go-live.

    An agreed support SLA and a monthly improvement report

// Selected work

Recent Salesforce Solutions projects

Client names are withheld under NDA. Ask us for a private walkthrough of any of these projects.

All selected work
  • Tablet showing a dashboard beside printed reportsConsumer electronics · Middle East

    Service Cloud rollout for a support team

    Challenge
    Warranty claims arrived by email and phone with no tracking.
    What we built
    Service Cloud with case routing, warranty checks against ERP data and AI case summaries.
    • Service Cloud
    • Flows
    • Einstein

    Average resolution time down ~20%

  • Hands reviewing documents next to a laptopProfessional services · UK

    Salesforce org health check and clean-up

    Challenge
    Years of unused fields and clashing automation slowed the team down.
    What we built
    An audit, old automation moved into Flows, duplicate data removed and dashboards to track usage.
    • Sales Cloud
    • Flows
    • Data tools

    Adoption up after clean-up

// FAQs

Salesforce FAQs

What Salesforce experience do you have?

Our team has delivered Salesforce implementations and integrations for clients in several regions.

Can you connect Salesforce to Odoo?

Yes. A common setup keeps sales in Salesforce and operations and finance in Odoo, with customers, quotes, orders and invoices synced both ways.

Can you take over an existing Salesforce org?

Yes. We start with a health check, document what is there and then fix, simplify or extend it.

Make Salesforce work the way your team does.

Book a call to go through your current setup or plans.