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Salesforce set up properly, and actually used by your team
We set up, fix and look after Salesforce for UK businesses. Sales Cloud, Service Cloud and Marketing Cloud, built around how you really work, with plain-English support when you need it.
Everything you need from Salesforce, in one team
Whether you are buying Salesforce for the first time or untangling a setup that grew messy, we make it simple to use and worth the money.
New Salesforce setup
Objects, fields, page layouts, users and permissions set up around your sales and service process.
Data migration
Contacts, companies, deals and history moved in from spreadsheets or your old CRM, cleaned and de-duplicated.
Health check and clean-up
We find what is broken, unused or slowing your team down, and fix it in order of impact.
Automation
Flows that assign leads, send follow-ups, create tasks and update records, so nothing slips through.
Integrations
Connect Salesforce to your website forms, email, calendar, accounting and ecommerce.
Training and support
Short, practical training for your team and an admin on call for changes as you grow.
Sales, Service and Marketing Cloud
Sales Cloud
Leads, opportunities, pipeline and forecasting. See every deal and know what to chase next.
Service Cloud
Cases, queues, email-to-case and a knowledge base, so customers get quick, consistent answers.
Marketing Cloud
Email journeys, segments and campaign reporting, connected to the same customer data your sales team uses.
Clear prices, agreed up front
Typical UK rates for certified Salesforce work, with no surprise invoices. Every project gets a fixed quote before we start.
Health check
For businesses already on Salesforce that feel it isn't pulling its weight.
- Review of your setup, data and automations
- Written report with priorities and costs
- 45-minute walkthrough call
Quick-start setup
For small teams moving off spreadsheets or another CRM.
- Sales Cloud or Service Cloud set up for how you work
- Data import from spreadsheets or your old CRM
- Reports, dashboards and team training
Ongoing support
Your own Salesforce admin, without a full-time hire.
- Changes, new users, fields and reports
- Monthly check that everything is healthy
- Rolling monthly, cancel any time
Custom projects
Bigger builds, integrations and development work.
- Flows, Apex and Lightning components
- Integrations with your website and other systems
- Fixed quote agreed before we start
Prices exclude VAT. Salesforce licences are bought directly from Salesforce.
A small team that knows Salesforce and your website
You get a Salesforce specialist and a single point of contact who also builds the website your leads come from.
Adrian Mariscal
Salesforce LeadAdrian has more than 10 years building Salesforce solutions for large organisations, including IBEX 35 companies, and has led teams of up to 10 people. He works across Sales Cloud, Service Cloud and Marketing Cloud, and brings the same care to a 5-person business as to an enterprise rollout.
Manu Oromith
Managing Partner · Projects & WebsitesManu is your day-to-day contact. He scopes your project, keeps it on time and on budget, and connects Salesforce to your website so every enquiry lands in the right place. He has designed and built more than 100 websites through DM Media.
From first call to a CRM your team uses
Free discovery call
We learn how you sell and support customers today, and what you want Salesforce to do.
Fixed quote and plan
You get a clear plan, timeline and price. No day-rate meter running in the background.
Build, train and support
We build it, move your data, train your team and stay on hand as you grow.
Salesforce questions, answered
What is Salesforce?
Salesforce is the world's most used CRM: one place for your customers, leads, sales pipeline, support cases and marketing emails. It replaces spreadsheets and scattered inboxes so everyone on your team sees the same up-to-date picture.
Is Salesforce right for a small business?
Often, yes, but not always. If you have a handful of customers, a simpler tool may be enough. Tell us how you work and we will give you an honest answer before you spend anything.
We already pay for Salesforce but hardly use it. Can you help?
This is the most common situation we see. Start with the health check: we find out what is set up, what is missing and what to fix first, so you get value from what you already pay for.
Can you move our data from spreadsheets or another CRM?
Yes. We clean, de-duplicate and import your contacts, companies, deals and history from spreadsheets, HubSpot, Pipedrive, Zoho and others.
Do you buy the Salesforce licences for us?
No. You buy licences directly from Salesforce, so you keep full ownership. We help you pick the right edition and number of users so you do not overpay.
Can Salesforce connect to our website?
Yes. We build websites too, so we can send enquiries from your forms straight into Salesforce as leads, with the page and source they came from.
Want Salesforce to work for you?
Tell us what you use now and what is not working. We will come back with honest advice and a fixed quote.