Salesforce CRM Consulting
Help for organisations whose Salesforce CRM no longer matches how they sell and serve: clearer process, cleaner data, sensible access and reports people trust.
A CRM is only as useful as the trust people place in it. When sales managers keep a spreadsheet next to their pipeline report, when reps log calls in their notebooks because the page layout has forty required fields, or when nobody can say which of three Account records is the real customer, the CRM has stopped doing its job.
Our Salesforce CRM consulting is for organisations at two points: those setting up Sales Cloud and wanting to get the foundations right, and those whose org has grown through years of quick fixes and now needs a deliberate redesign. In both cases the work starts with how your teams actually sell, serve and report, then shapes Salesforce around that.
Symptoms we often see and what usually helps
| Symptom | Likely cause | What usually helps |
|---|---|---|
| Reps avoid updating opportunities | Too many required fields, unclear stages | Fewer stages with exit criteria, dynamic forms, path guidance |
| Duplicate accounts and contacts | No matching rules, several entry points | Duplicate rules, a clear account ownership model, cleanup |
| Reports disagree with finance | Inconsistent close dates and amounts | Defined stage and forecast rules, validation where it matters |
| Everyone has the same profile | Access grew by copying users | Minimal profiles plus permission sets and permission set groups |
| Automation conflicts | Workflow, Process Builder, Flow and triggers on one object | An automation inventory and consolidation into Flow or Apex |
| Leads go nowhere | No routing or follow-up rules | Assignment rules or flow-based routing with service levels agreed internally |
What we work on
CRM consulting covers more than configuration. These are the areas we usually address, in the order they tend to matter:
- Sales process design. Lead stages, qualification criteria, opportunity stages with clear exit criteria, and the handover from marketing to sales and from sales to delivery or service.
- Data model. Accounts, contacts, opportunities and the custom objects you genuinely need, with ownership rules, record types used sparingly, and naming that a new admin can follow. See designing a data model that scales.
- Access and security. Role hierarchy, sharing rules, and a permission-set-led access model so that adding a new team does not mean cloning another profile.
- Automation. An inventory of what runs on each object, then a plan to consolidate it. Salesforce has retired Workflow Rules and Process Builder in favour of Flow (check current retirement status in Salesforce Help), so this is often the moment to migrate them.
- Reporting. A small set of reports and dashboards tied to decisions managers actually make, built on fields that are filled in reliably.
- Adoption. Page layouts, list views and guidance designed around daily tasks, so the CRM saves time rather than costing it.
Related services
Implementation services
A new Sales Cloud or Service Cloud org built from a signed-off design.
→Org health check
A structured review of an existing org before deciding what to change.
→Flow automation
Consolidating legacy automation into maintainable flows.
→Data migration
Moving and deduplicating data from spreadsheets or a previous CRM.
→How an engagement runs
- 01
Listen
Interviews and ride-alongs with sales reps, managers, operations and finance. We want to see the workarounds, not just the documented process.
- 02
Assess
A review of the current org: objects, fields, automation, access, data quality and report usage. For new orgs, this is a review of the systems and spreadsheets being replaced.
- 03
Design
A target process and data model, with the changes prioritised by value and risk. You review and sign this off before we build.
- 04
Build in phases
Changes delivered in a sandbox, tested with real users, and released in small batches through your deployment process.
- 05
Clean up
Duplicate merges, field retirement and data fixes, run carefully with backups and agreed rules.
- 06
Hand over
Admin documentation, a short training session for each user group, and a backlog of next improvements.
What you receive
- A current-state assessment with clear findings and priorities.
- A target design covering process, data model, access and automation.
- Configured and tested changes in your org, released in phases.
- A data cleanup plan and the results of the cleanup runs.
- Admin documentation, including what each automation does and why.
- A prioritised backlog for your team or for ongoing managed support.
Dependencies and what we need from you
The most important input is time from the people who use the CRM every day. We also need admin access to a sandbox, read access to production for assessment, a decision-maker who can settle process questions, and agreement on who owns data quality after we leave. Large cleanups depend on agreeing merge rules with sales leadership first, because merging records changes ownership and history.
Questions we hear
Should we fix our current org or start again with a new one?
Do you only work with Sales Cloud?
Can you work alongside our internal admin?
How do you avoid disrupting users during changes?
Make your CRM work for your teams
Tell us where your CRM is getting in the way, and we can suggest whether a health check or a focused redesign is the right first step.
