CRfM
CONSULTING
Services.
Not sure where to start with Salesforce? We offer a range of services to suit your needs
Salesforce Administration
Wherever you are in your Salesforce journey, we offer Salesforce Administration as a service. Ideal for Teams without in-house Salesforce admin resources
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On demand salesforce administration
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User management, workflow updates, reports, dashboards
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New feature rollout assistance
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org reviews and recommendations
Salesforce Implementation
Thinking about Salesforce? Whether it's a Greenfield or Brownfield project we can implement it for you
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Discovery workshops (sales process mapping, lead flow optimisation)
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Salesforce Sales Cloud & Service Cloud setup
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Einstein AI enablement
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Training, user support and change management
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30/60/90-day post-launch support
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Tech stack Integrations
Salesforce Healthcheck & Optimisation
Unsure if you’re making the most of your Salesforce ROI? We offer Salesforce Healthchecks and optimisation services (5-10 day turnaround)
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CRM performance and data integrity audit
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Process bottleneck and automation gap analysis
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Security, access, and permission review
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Recommendations roadmap
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Optional “Quick Wins” implementation sprint
Enablement, Training & Adoption
Aligning people, process, and platform - sell smarter, faster and more efficiently with our sales enablement services
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CRM strategy and process mapping
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KPI definition and performance dashboards
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Sales playbook digitization
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Training sessions for reps and managers
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AI-driven pipeline forecasting
WORLDWIDE
Ready to get started? Let's work together
Industries we serve
We work with companies across several industries to help streamline build scalable solutions - that work
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Professional Services
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Legal & Legal Technology
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Financial Services
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Insurance
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Not for Profit
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Technology & SaaS
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Maritime, Shipping & Logistics
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And many more!
