Salesforce is one of the most powerful CRM platforms in the world — when it is configured for how your sales team actually works. I help businesses set up, customise and integrate Salesforce so leads, opportunities and customer service stay in one place.
From custom objects and automation flows to website lead capture and third-party integrations, the focus is on adoption: a CRM your team enjoys using and management can trust.
What's included
Setup & configuration
Objects, fields, page layouts, roles and sharing rules for your process.
Automation flows
Lead assignment, follow-up tasks, approvals and email alerts.
Website lead capture
Forms on your website pushing leads directly into Salesforce.
Integrations
Connect Salesforce with ERP, e-commerce, marketing and support tools.
Reports & dashboards
Pipeline, conversion and team performance dashboards.
Data migration
Move contacts and deals from spreadsheets or other CRMs cleanly.
How we'll work together
- Discovery — understand your business, users and goals.
- Plan & quote — scope, architecture, timeline and a fixed, transparent price.
- Design & build — milestone-based development with regular demos.
- Launch & support — testing, go-live, training and ongoing optimisation.
Frequently asked questions
Should I use Salesforce or a custom CRM?
Salesforce suits teams that want a proven platform with an ecosystem of apps; a custom CRM suits unique workflows and avoids licence fees. Both options are discussed honestly for your case.
