Technologies / Salesforce
Implementation, stabilisation, licence optimisation, and integration — with recommendations driven by your outcomes, not by partner incentives.
Salesforce is a powerful platform and a serious commitment. Most estates we see have accumulated licences, packages, and automation faster than the business could absorb them. Our Salesforce work is independent — we're comfortable telling you what to keep, what to retire, and, when the numbers say so, when to leave.
Who is this for?
Teams evaluating salesforce decisions with urgent manual overhead.
How fast?
Typical first output is a clear decision and implementation sequence, usually within a 1–4 week discovery window.
What will it cost?
A fixed-scope first step is available from our pricing page; discovery scope is defined up front to avoid open-ended work.
What result should I expect?
Reduced manual burden, clearer ownership, and a practical roadmap that makes the next decision easy.
Not a fit if you need a large transformation without any phased first slice.
We use Salesforce where it earns its place. These are the situations we see most often.
Managed packages, custom code, and years of well-meaning changes have made the org slow, expensive, and risky to touch.
Seat count and edition mix haven't been reviewed in years. The bill keeps going up.
Flows on top of flows, workflow rules, process builder, and Apex triggers — all firing on the same object, with no shared plan.
We start with your business problem — the process, the users, the constraints — before naming any technology, including this one.
A clear architecture decision record: where this technology fits, where it doesn't, and what it integrates with.
Small, demonstrable increments on real data. Real users, real feedback, real outcomes — not a proof of concept nobody uses.
Operational metrics, documentation, and a runbook your internal team can operate. We're not a lock-in vendor.
A written, defensible view of what your Salesforce costs, what it does, and what to do next.
Licence and package spend reduced where audit shows it's justified.
A stable, governed org that operational teams trust and admins can maintain.
Independence from any single partner or vendor for future work.
Licence, code, automation, integration, and usage — reviewed with no vendor allegiance.
Seat mix, edition, and add-on review with quantified recommendations and negotiation support.
Automation cleanup, technical debt reduction, and governance restoration for orgs that have become fragile.
Real-time and batch integration with SQL, ATS, payroll, ERP, and reporting — designed to be operated by your team.
Deep Salesforce experience in UK healthcare, including care operations, compliance workflow, and clinical portals.
Where the numbers point elsewhere, a structured plan to reduce Salesforce dependency or leave the platform.
Operational overhead and handoff gaps in a high-volume workflow.
A healthcare operator was paying for four managed packages with overlapping functionality. Our audit retired two, renegotiated one, and left the org lighter and cheaper without operational disruption.
Typical delivery duration: Usually visible within the first release cycle.
Operational overhead and handoff gaps in a high-volume workflow.
A recruitment operator had a fragile scheduled sync between on-premise SQL and Salesforce. We rebuilt it as a monitored CDC-based integration with reconciliation and an admin surface, ending recurring data-loss incidents.
Typical delivery duration: Usually visible within the first release cycle.
Vignettes are anonymised composites drawn from engagements and product work. No client names, logos, or performance figures are implied.
We work extensively in Salesforce estates and operate independently. Where formal partner status is required for specific work, we're transparent about how that's arranged.
If the numbers say so, yes. We've done it. We've also told clients to stay when the alternative wasn't going to pay back.
Rarely — usually the wrong tool. We prefer well-architected unlocked packages or bespoke code where it's simpler to maintain.
We're not incentivised by licences, referrals, or long-running managed service contracts. Our engagements have a defined shape and a defined end.
Advisory, yes. Deep delivery in Sales, Service, and Experience Cloud is our strongest ground; adjacent products we assess on merit.
Want an honest read on your Salesforce estate? A short independent audit gives you a decision-ready view — with no partner incentives in the way.
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