Implementation & adoption
Define the process, configure the org and prepare the people who will use it. Include permissions, reporting, training and acceptance in the release plan.
SALESFORCE CONSULTANCY
Make Salesforce work for your business.
Salesforce consulting services for teams implementing a new CRM or improving the one they have. We configure workflows, migrate data and connect Salesforce to your other systems, with working reviews throughout delivery.
WHERE WE CAN HELP
Start with the work your team needs to do.
A new implementation and an established Salesforce org need different starting points. We review what you have and agree the scope before building.
Automation & custom development
Use Flow and targeted Apex or Lightning development where the requirement calls for it. Review existing automation and test exceptions before activating changes.
Integrations & data migration
Map records and ownership, clean and reconcile source data, and connect approved systems with a clear way to handle failed transfers.
Explore integration servicesReports & forecasting
Agree what the numbers should mean, then check statuses, fields and ownership before building the report or forecast.
Portals & packaged solutions
Assess Experience Cloud and relevant AppExchange packages against your process. Extend what fits and identify the work that needs a custom solution.
Explore customer and broker portalsOngoing admin & developer support
Prioritize the backlog, investigate issues and plan improvements with documentation and agreed ownership.
RELEVANT WORK
From applications to contracts.
Salesforce · Integrations · Custom developmentFor an alternative finance business, Growbiz extended an existing Salesforce lending package to connect application handling, document work and contracts. The project story describes the scope delivered.
SCOPE & DELIVERY
Know what you are agreeing to.
Discovery starts with one process and the outcome you need. Before implementation, we agree the work, dependencies and responsibilities.
A defined scope
The workflows, systems and users included, the assumptions behind the estimate and what falls outside the engagement.
A way to test the result
Real scenarios, exception cases and a named person to confirm the solution works for your team.
An agreed handover
Documentation, training and support responsibilities matched to the scope, so your team knows what happens after launch.
HOW WE START
A clear next decision at every stage.
Understand
Walk through one process, the people involved and the result you need.
Assess & scope
Review the org and dependencies, then agree an approach and estimate.
Build & review
Demonstrate working changes, test with users and agree acceptance.
Launch & support
Prepare the handover, documentation and ongoing ownership.
BEFORE YOU START
Questions about your Salesforce project.
Can you improve the Salesforce org we already have?
Yes. We start with the existing configuration, data and integrations, then identify the smallest useful change. A rebuild is an option to assess, not a starting assumption.
Can Salesforce stay connected to another CRM or custom portal?
We can assess the integration options, data ownership and permissions across the systems you use. The right approach depends on available APIs, licensing and the workflow.
Do you still build new automation in Process Builder?
For new automation we use Salesforce Flow or appropriate custom development. Existing Workflow Rules and Process Builder automation should be assessed and migrated with testing. Salesforce ended support and updates for these tools on December 31, 2025.
How do you estimate the cost and timeline?
We clarify the process and scope, inspect important dependencies and agree acceptance criteria. The estimate sets out assumptions, delivery stages and responsibilities.
Will our team know how to use and maintain the solution?
Training, documentation and ownership are agreed as part of the delivery scope. We review the working solution with users throughout the build.
PRACTICAL GUIDES
Plan the next step with useful detail.
Plan an implementation
What affects the schedule, and what to prepare before asking for an estimate.
Read the guideImprove your lead funnel
Make statuses, ownership and reports reflect how your team actually works.
Read the guideSet up territory forecasting
Connect territory assignments, managers and pipeline before relying on the totals.
Read the guideA USEFUL FIRST CHECK
Where should you start with AI?
Review one Salesforce workflow, its data and the people responsible for it. Our ten-question self-assessment gives you practical next steps, with no email required.