Salesforce for small and medium businesses

Signs you have outgrown your current setup

If two or more of these sound familiar, a well-planned CRM will repay the effort in time saved and opportunities that no longer slip through.

• Customer information lives in spreadsheets, inboxes and people's heads
• Nobody trusts the pipeline report, so every forecast starts with a round of phone calls
• Follow-ups are missed when someone is on leave
• Your current CRM cannot handle the way you sell or deliver
• You already have Salesforce, but people work around it

Start small, then grow

Smaller organisations get the most from Salesforce when they begin with the essentials: accounts, contacts, opportunities and a few reports the leadership team will actually read. We set those up properly, train your team and let the system prove itself before adding more. Later stages, such as service requests, quoting or a connection to your accounting system, come when you are ready for them. Each stage is scoped and estimated on its own, so you can stop at any point with a working system.

Connecting the tools you already use

Most small and medium businesses already rely on an accounting package, email, a website and perhaps a quoting or job management tool. Salesforce becomes far more valuable when it shares information with them. We connect your website forms so enquiries arrive as leads, link your accounting system so account managers can see invoices and payments, and sync email and calendars so activity is captured without extra typing.

Data and security from day one

Smaller organisations hold sensitive customer information too. We set up sensible roles and permissions, turn on multi-factor authentication, keep a sandbox for testing changes and make sure your data is backed up, so the system is safe as well as useful. These are small steps at the start that are expensive to add later.

Keeping costs under control

Licences are the largest ongoing cost of Salesforce, so we help you choose the right edition and number of users from the start. We favour standard features over custom code, which keeps maintenance light and upgrades free of surprises. You will not pay for complexity you do not need.

One consultant who understands your business

You work directly with experienced Salesforce developers and architects, not a rotating team of juniors. That means fewer handovers, quicker decisions and consultants who remember why things were set up the way they were. After go-live, the same people can support the system for a few hours a month.

What working with us looks like

A typical engagement starts with a short discovery workshop and a written plan with a clear scope. The build happens in a sandbox you can see and test as it progresses. We migrate your existing data, train your people and stay close for the first weeks after go-live, when questions are most likely.