Why work with me?

A unique approach to Salesforce

Considering Salesforce? Whether you’re embarking on a greenfield implementation, optimising an existing brownfield org, or looking for flexible short or long-term support, CRFM can support you at every stage of your Salesforce journey.

As a boutique Salesforce consultancy, we offer something larger agencies often can’t: direct access to senior expertise, faster delivery, and a genuinely personalised service. Every engagement is tailored around your business goals, processes, and operating model — not a one-size-fits-all methodology. Without the overheads of a large consultancy, we’re able to provide senior-level Salesforce expertise at a more cost-effective rate.

We believe successful Salesforce projects are built on partnership, transparency, and trust. Our goal isn’t simply to deliver a project — it’s to become a reliable extension of your team and help you maximise the value of your Salesforce investment over time.

Senior Salesforce Expertise - from day one

Working directly with me means working directly with an experienced Salesforce specialist who brings practical experience across Salesforce implementation, optimisation, automation, integrations, reporting, and ongoing support.

This means:

Faster problem solving
Better technical and strategic decisions
Cleaner, scalable Salesforce solutions
Consistent quality throughout delivery

Whether you need a full implementation, targeted improvements, or hourly Salesforce support, we scale around your requirements. As a smaller Salesforce partner, we stay agile and responsive, adapting quickly as your business evolves.

You’ll benefit from:

Faster turnaround times
Flexible support models
Direct communication
Rapid decision-making
Solutions aligned to real business needs

Agile, Responsive & Easy to work with

Personalised Salesforce Support

Every business is different. That’s why we provide tailored Salesforce consulting and support designed around your objectives, internal capability, and growth plans.We provide pragmatic solutions focused on adoption, scalability, and measurable business outcomes.

Whether you need:

Salesforce implementation services
Salesforce optimisation
CRM process improvement
Automation and workflow design
Reporting and dashboards
Ongoing Salesforce admin support
Flexible hourly consultancy

Complimentary 1:1 Consultation

Every engagement begins with a complimentary one-to-one consultation to understand your business, challenges, and goals. This is a discovery-led conversation where we listen first—learning how your teams work, what success looks like, and where Salesforce can make the biggest impact.

Build

We design and build your Salesforce solution using industry best practices and the latest Salesforce capabilities. Every solution is tailored to your business objectives, processes, and future growth—ensuring it is scalable, intuitive, and fit for purpose.

Go Live

Once approved, we manage a smooth and controlled rollout of your Salesforce solution. Our focus is on minimising disruption, enabling user adoption, and ensuring your teams are equipped to start working more efficiently from day one.

Analysis & Project Definitions

Following consultation, we translate insight into a clear, structured plan. We define project scope, objectives, success metrics, and key stakeholders, ensuring stakeholder alignment. This phase creates a strong foundation and a shared understanding of what will be delivered.

Test

Before going live, we rigorously test the solution to ensure it meets all agreed requirements. We work closely with stakeholders to validate functionality, address feedback, and secure final sign-off—ensuring confidence and readiness across the business.

Training & Support

Our partnership doesn’t end at go live. We provide ongoing support, user training, and guidance to help teams adopt the platform with confidence. We understand that change and new features can be daunting, so we focus on enablement, continuous improvement, and helping you get lasting value from Salesforce.