Salesforce consulting for growing companies
Data.AI.CRM. — Salesforce consulting
Most consultants hand over roadmaps. We deliver working Salesforce — connecting your data, putting AI to work where it helps, and keeping it simple to run.
01Bring your data together
Data Cloud connects sales, service and other data into one customer profile.
02Use AI where it helps
Agentforce works from that profile, within the permissions and rules you set.
03Act inside your CRM
Suggestions and actions appear in the clouds your teams already use, with people deciding where it matters.
Led by a Salesforce architect.
Clients we've worked with
- CCFS
- Comply Guru
- Veralogics
What we do
We design, build and run Salesforce for growing businesses — from sales and service to data, AI and customer portals.
Sales Cloud
Pipeline, forecasting and revenue operations your sales team will actually use.
Service Cloud
Case management, routing and agent assist, set up around your service teams.
Agentforce
Salesforce-native agents designed around the processes you already run, with clear guardrails.
Data Cloud
Customer data unified across your systems and ready to use in every cloud.
Experience Cloud
Customer and partner portals for self-service and engagement.
Applied AI
Platform engineering, DevOps and practical AI — Claude and Codex in your engineering teams.
How an engagement begins.
Every engagement starts with understanding. Before anything is built, we write down where your org stands and what is worth doing next. The findings are yours to keep.
Discovery
Conversations with the people who use and run your Salesforce org, to understand goals, constraints and what already works well.
Workshops
Architecture review
A written assessment of your current architecture and data: what holds up, and what will need attention as you grow.
Written report
Org health check
Configuration, code, automation, sharing and security reviewed against platform practice, with issues ranked by risk.
Findings log
Agent design, where it fits
If AI is a good fit, a first sketch of Agentforce agents with their topics and guardrails. If it isn't, we will say so.
Diagram
Business case
Effort, cost and expected value for each opportunity, in a model your finance team can question.
Spreadsheet model
Roadmap
What to do first, what to leave for later, and what not to build at all.
Written plan
How we work.
A few principles shape every engagement, whatever its size.
- Architect-led
- The person who designs your solution also builds it.
- One expert throughout
- The same person from the first conversation to go-live, so context is never lost.
- Documented as we go
- Decisions, designs and runbooks are written down during the work, not reconstructed at the end.
- Built alongside your team
- Your admins and developers work with us, so the knowledge stays with you.
- Governance built in
- Permissions, trust settings and audit trails are designed in from the start.
The shape of an engagement
01
Discover
Conversations with your teams, an org review and a written assessment.
02
Architect
Solution design, data model, governance and a business case.
03
Build
Delivered in small iterations, alongside your team.
04
Govern
Monitoring, audit trails and a careful rollout.
05
Run
Optional ongoing support, tuning and DevOps.
Let's talk about your Salesforce org.
If you are thinking about Salesforce, data or AI, send us an enquiry below. Every message is read and answered personally.