×SaSalesforce CRM Services
Salesforce CRM services configure and maintain Salesforce so it matches how your teams sell and serve customers. We handle setup, automation, reporting and the admin work that keeps the system clean as you grow.
How we approach Salesforce CRM services
Salesforce can do almost anything, which is why many orgs end up cluttered. Dozens of unused fields, old workflow rules and process builders running alongside new Flows, page layouts nobody understands and reports built for people who left years ago. Licences are paid for users who rarely log in.
An org health check comes first: objects, fields, automation, security, data quality and adoption. Then we clean up and rebuild with your process in mind. Typical work includes lead and opportunity process design, Flow automation, validation rules, permission sets, reports and dashboards for managers, and integrations with marketing tools or your ERP. We document changes and offer ongoing admin support so the org stays tidy.
- Processes mapped before anything is configured
- Clean, de-duplicated data migration
- Role-based training and support after launch
Working with Nians
One strategist owns your plan and brings in the specialists it needs. You hear from us every week, and every piece of work starts with an audit.
Why a Salesforce specialist matters
Our Salesforce specialists work in the platform every day, so setup, integrations and optimisation follow current best practice.
Compatibility check
We confirm how Salesforce fits your current stack before anything changes.
Integrations
Salesforce connected to your analytics, CRM and commerce tools so data flows both ways.
Safe migration
Coming to Salesforce from another tool? We plan the move so history, tracking and settings come with you.
What our Salesforce CRM Services include
The usual building blocks. We drop what you don’t need and add what you do.
Requirements & process mapping
Your sales, finance and ops processes captured first.
Configuration
Pipelines, objects, permissions and automations set up.
Data migration
Clean, de-duplicated records moved safely.
Integrations
Website, marketing, accounting and support connected.
User training
Role-based training so adoption actually happens.
Post-go-live support
Hypercare, fixes and continuous improvement.
How we deliver
You see the plan before any work starts.
Requirements
Your sales, finance and operations processes captured first.
Configure
Pipelines, objects, permissions and automations set up.
Migrate
Data cleaned, de-duplicated and moved with checks at each step.
Train
Role-based training so people use the system from day one.
Support
Fixes and improvements after go-live, as real use shows gaps.
Platforms we use for this work
You may also be interested in
Case studies & resources
Real-world results and practical reading to help you plan your next step.
Client stories
How similar work has played out for other businesses.
Helpful resources
Guides, tools and articles our team recommends on this topic.
Questions we often hear
Straight answers to the things clients ask us most. If yours isn’t here, just ask.
Is Salesforce too complex for a mid-sized company?
Can you migrate our old workflow rules and process builders to Flow?
Which CRM or ERP is right for us?
Let’s plan your next stage of growth.
A free 30-minute session with a senior Nians strategist. You leave with a prioritised plan, whether or not you work with us.