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Sales, Service, Experience & industry clouds

Salesforce Implementation

Greenfield builds and re-implementations of Sales Cloud, Service Cloud, Experience Cloud, Revenue Cloud and industry clouds, launched with adoption built in.

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Overview

How we approach Salesforce Implementation.

A Salesforce implementation succeeds or fails long before go-live. We start with the work your teams do every day, translate it into a clear solution design and configure before we customize, so the org stays maintainable as your business changes.

Implementation teams bring together a solution architect, consultants, developers and a delivery lead. You get weekly demos, a transparent backlog and a launch plan that covers data, training and hypercare, with AI features switched on where they add value.

Platforms

Sales CloudService CloudExperience CloudRevenue CloudField Service

What’s included

  • Discovery workshops and requirements traceability
  • Solution architecture and data model design
  • Configuration, Flow automation and Lightning Web Components
  • Data migration with reconciliation reporting
  • UAT, end-user training and hypercare
  • Agentforce features where they add clear value
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Outcomes

What we design for.

OUTCOME 01

A single source of truth

Customers, cases and opportunities in one trusted system.

OUTCOME 02

Faster cycle times

Automation that removes manual handoffs and re-keying.

OUTCOME 03

An org you can own

Documentation and training so your admins are self-sufficient.

Delivery

Research. Design. Deliver. Support.

01

Research

Understand the business, users, data and constraints before proposing a solution.

Stakeholder interviewsCurrent-state reviewSuccess metrics
02

Design

Shape the architecture, data model and roadmap, including where automation and AI add value.

Solution architecturePrototypesRelease roadmap
03

Deliver

Build in short sprints with weekly demos, automated testing and a transparent backlog.

Agile sprintsCI/CD & testingData migration
04

Support

Launch with training and hypercare, then keep improving through managed services.

TrainingHypercareManaged support

Where this fits

Industries we apply this to.

Government & Public Sector

Modern, secure citizen services: case management, licensing, grants, self-service portals and constituent service agents on Salesforce.

  • Constituent and benefits case management
  • Licensing, permitting and inspections
  • Grants intake, review and reporting
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Healthcare & Life Sciences

Connected patient, provider and program experiences, from intake and care coordination to patient support and AI-assisted access.

  • Patient intake and referral management
  • Care plans and care coordination
  • Patient support and hub services
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Manufacturing

Align sales agreements, forecasts, channel partners and after-sales service on one platform connected to ERP.

  • Sales agreements and account-based forecasting
  • Dealer and distributor partner portals
  • Quote-to-order with Revenue Cloud and ERP integration
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Related

Explore other practices.

01

Salesforce Managed Services

A dedicated pod of admins, developers and an architect that keeps your org healthy, your agents tuned and your backlog moving.

Learn more
02

Advisory & Org Health

Vision workshops, org health checks, AI readiness reviews and Center of Excellence design that keep Salesforce strategic and governed.

Learn more
03

Headless 360 & Custom Development

Build on Salesforce Headless 360 with APIs, MCP tools and custom interfaces, plus Lightning Web Components, Apex and Agentforce Vibes.

Learn more

Let’s talk

Let’s build what’s next, together.

Whether you need a Salesforce project delivered or a skilled professional on your team, a 30-minute conversation is the fastest way to find the right next step.

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