Salesforce Consulting
Salesforce functional consulting, with Revenue Cloud expertise
We turn your business processes into Salesforce solutions people actually use, from requirements and solution design to configuration, testing and go-live. Including quote-to-cash on Revenue Cloud.
Services
What we take on
Business analysis and requirements
Discovery workshops, process mapping, user stories and gap analysis.
Solution design
Data model, process design and functional specs your team or developers can build from.
Configuration
Objects, fields, page layouts, Flows, approvals, security and sharing.
Revenue Cloud and quote-to-cash
Product catalogue, pricing, quoting, approvals, contracts and billing.
Testing and go-live
UAT planning, test scripts, defect triage, user training and handover.
Admin support and agency overflow
Ongoing part-time admin, and white-label capacity for agencies.
How we work
From process to go-live
- DiscoverWe learn how your business sells, quotes and bills today.
- DesignWe map the future process and agree the solution with you.
- BuildWe configure Salesforce and test it against real scenarios.
- LaunchWe support UAT, train your users and hand over cleanly.
Why work with us
Built for agencies and growing teams
- Business-first: we start from your process, not the tool
- Agency-friendly: we fit into your process and your client's
- White-label delivery when you need extra capacity
- Clear scope and a fixed quote before work starts
- Flexible engagement: hourly, part-time or fixed-scope
Get in touch
Discuss your Salesforce project
Agency or business, tell us what you need help with and we'll come back with next steps.