Salesforce consultants
We can help you automate your business with Salesforce and hundreds of other systems to improve efficiency and productivity. Get in touch if you'd like to discuss implemeting Salesforce.
About Salesforce
Salesforce is a leading cloud-based customer relationship management (CRM) platform. It provides a comprehensive suite of tools for managing customer interactions, sales processes, marketing campaigns, and customer service operations. Salesforce offers a range of products and services designed to help businesses of all sizes streamline their operations, improve customer engagement, and drive growth.
Key features of Salesforce include:
- Sales Cloud: For managing sales processes and pipelines
- Service Cloud: For customer support and service management
- Marketing Cloud: For creating and managing marketing campaigns
- Commerce Cloud: For e-commerce solutions
- Platform services: For custom app development and integration
Salesforce is known for its flexibility, scalability, and robust ecosystem of third-party apps and integrations. It’s widely used across various industries and is recognized for its innovation in areas such as artificial intelligence (Einstein AI) and analytics.
Frequently Asked Questions
Common questions about how Salesforce consultants can help with integration and implementation
How can Salesforce be integrated into our existing systems and workflows?
Professional integration of Salesforce requires careful analysis of your current systems and business processes. Our integration specialists develop custom solutions using Salesforce's robust APIs and connectors, ensuring seamless data flow between your CRM and other enterprise systems. This consultative approach maximises efficiency whilst maintaining data integrity and security compliance.
Is it possible to use AI agents to automate how we interact with Salesforce?
Absolutely. Through expert configuration, AI agents can be implemented to automate various Salesforce interactions, from data entry to complex decision-making processes. Our specialists can design intelligent automation solutions that leverage Salesforce Einstein AI capabilities, creating sophisticated workflows that enhance productivity and reduce manual intervention.
What are common use cases for integrating Salesforce in larger digital ecosystems?
Leading organisations typically integrate Salesforce with ERP systems, marketing platforms, and financial software to create unified business processes. Common integrations include automated order processing, real-time customer data synchronisation, and integrated reporting dashboards. Our experts can identify and implement the most valuable integration opportunities for your business.
Can Salesforce be part of an end-to-end automated workflow across multiple departments?
With professional implementation, Salesforce can serve as a central hub in your automated workflow ecosystem. Our integration specialists design comprehensive solutions that connect sales, marketing, finance, and service departments through Salesforce, enabling seamless data flow and process automation across your entire organisation.
What role can AI play when integrating Salesforce into our operations?
AI can significantly enhance Salesforce integration by enabling predictive analytics, automated decision-making, and intelligent process automation. Our consultants can implement AI-driven solutions that optimise your business processes, from lead scoring to customer service routing, while ensuring alignment with your operational goals.
What are the key challenges to watch for when integrating Salesforce?
Major integration challenges include data consistency, security compliance, and business process alignment. Working with experienced integration specialists helps address these challenges through proper architecture design, robust security protocols, and careful change management strategies, ensuring a smooth and successful implementation.
We work hand-in-hand with you to implement Salesforce
As Salesforce consultants we work with you hand in hand build more efficient and effective operations. Here's how we will work with you to automate your business and integrate Salesforce with 800+ other software tools.
Process Audit
Conduct a comprehensive review of your existing business processes, CRM systems, and data management practices. Our consultants work closely with key stakeholders to document current workflows, identify pain points, and establish clear objectives for your Salesforce implementation, ensuring alignment with your organisational goals.
Identify Automation Opportunities
Analyse your business requirements to pinpoint high-impact automation opportunities across sales, service, and marketing functions. Our specialists evaluate your current manual processes and recommend Salesforce solutions that will deliver the greatest ROI, from lead management to customer service workflows.
Design Workflows
Develop detailed workflow architectures that leverage Salesforce's powerful automation capabilities. Our team creates comprehensive designs for sales processes, customer journey maps, and integration points with existing systems, ensuring seamless data flow and optimal user experience across your organisation.
Implementation
Execute the configured Salesforce solution using our proven implementation methodology. Our certified consultants handle system configuration, data migration, security setup, and integration with third-party applications, while providing regular progress updates and addressing stakeholder feedback throughout the process.
Quality Assurance Review
Conduct thorough testing of all implemented Salesforce components and automated workflows. Our QA specialists perform comprehensive system testing, user acceptance validation, and security audits to ensure your solution meets requirements and operates at peak efficiency.
Support and Maintenance
Provide ongoing support and optimisation services post-implementation. Our dedicated support team monitors system performance, implements updates, and delivers continuous improvements while offering training and guidance to ensure your team maximises the value of your Salesforce investment.
Let's transform your business
Unlock hidden efficiencies, reduce errors, and position your business for scalable growth. Contact us to arrange a no-obligation Salesforce consultation.
Get In TouchResults you can expect
Businesses like you that embrace automation see significant improvements in productivity, efficiency, and employee satisfaction.
30%
Productivity increase
20%
Cost savings
90%
Reduction in manual work
98%
Satisaction with automation
The team helped us automate our lead acquisition and sales process so we know what works and what doesn't.
Nicola Hunter
Senior Vice President, Marketing and Communications, Monarch Medical Technologies
Osher Digital has really helped me automate the parts of my business that were critical to automate. My copy and paste days have been reduced by around 80%.
Lawrence Mitchell
Consulting Arborist at LSM Tree Advice
We've worked a few AI agent and business automation projects, and it's always been a smooth, productive experience. They've always brought a solid mix of technical expertise and creative problem-solving to the table.
Yue Li
AI Automation Engineer
Let's transform your business
Get in touch for a free consultation to see how we can automate your operations and increase your productivity.