CRM Setup

Salesforce CRM Setup & Integration

We implement and integrate Salesforce CRM for businesses that need enterprise-level power without the enterprise-level headache. From initial setup to advanced automations and third-party integrations.

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What we offer

Salesforce org setup and user configuration
Custom object and field creation
Sales Cloud and Service Cloud setup
Lead, opportunity and account configuration
Workflow rules and process builder automation
Email integration and templates
Third-party integrations (8x8, VOIP, telephony)
Data import and migration from existing systems
Custom reports and dashboards
Team training and documentation

Who is this for?

Established businesses needing enterprise-grade CRM
Companies with complex sales processes
Teams requiring advanced automation and workflows
Businesses integrating VOIP and call tracking with CRM
Organisations migrating from legacy systems

Our Salesforce experience

We have integrated Salesforce with 8x8 VOIP for enterprise clients, importing thousands of call records automatically each month. Whether you need a clean setup or a complex integration, we have the experience to deliver it.

Ready to get started with Salesforce?

Get in touch for a free consultation and we will map out the right implementation plan for your business.

Get a free quote