Analysis & Design

We begin by understanding the business drivers that you would like to achieve, and map these to a set of requirements that will ultimately form your scope.

Once formally agreed, we create futureproof, solution architecture that will underpin your solution.

Output: Success criteria, User stories, Business Value Mapping, Technical Architecture

Build & Deploy

Now that we're aligned on our mutual goal, we will work with you to create a combined project plan for our respective teams.

We will build the system utilising an Agile/Scrum methodology, blended with our exclusive IP, to de-risk the project and accelerate development.

Output: Configured Salesforce implementation, UAT, Training, Comprehensive Training Material, post-implementation support

Adoption Support

Your Salesforce instance is functionally and technically sound, but you need support in driving user adoption to maximise the value of your investment. We have created a collection of assets and services to support you, ensuring that your users follow your processes.

Output: System Videos and User Guides, Go-Live Floor-Walking, Guided Processes, Change Management

Health Check

You have implemented Salesforce but aren’t sure whether it's in line with best practice. We analyse the business processes that you had intended to manage on Salesforce, and review how efficiently your implementation supports them.

Output: Recommendations Document including; System / Process Alignment, Config vs Code, New Features, ISV Plug-Ins, Code Quality, Enhancement Prioritisation


Figuring out your business and technical roadmap isn’t a trivial task – that’s why we're here to help. We have created a framework to simplify this process, and help steer your organisation towards a more robust, iterative strategy for the future.

Output: Long-term business objectives mapped to high-level requirements, Technical Roadmap,


So you’ve either just gone live with Salesforce, or you are an existing customer that needs an extra pair of hands to help manage your instance. Our flexible, tailor-made support offering will ensure that you have the right resources on hand, when you need them. Our packages range from 3 months to 3 years and cover the following areas of the platform: Pardot, Sales, Service, FSL, Platform and Analytics.