×SaSalesforce Services & Solutions
Salesforce services help sales teams get a CRM that matches their actual process, not a template nobody follows. We configure Sales Cloud, build flows and custom objects, connect your other systems and fix the adoption problems that keep data incomplete.
Salesforce Services & Solutions
Salesforce can do almost anything, which is also the problem. Orgs get over-customised with fields nobody fills, old workflow rules and process builders running alongside newer flows, and page layouts that bury the information reps need. Managers export to Excel because reports do not match how they run the team.
We start by mapping your sales stages, roles and approval steps with real users. Then we configure objects, fields, validation rules, record types and page layouts, migrate automation to Flow, and set up lead assignment and forecasting. Integrations with your website, marketing tools, ERP or telephony go through native connectors or middleware. Reports and dashboards are built per role, and training is short and task-based.
For smaller teams with simpler needs, HubSpot or Zoho CRM is often enough and cheaper to run.
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Capability matrix
Pick one stage or let us run all five.
| Stage | What it covers |
|---|---|
| Setup | New Salesforce accounts or instances configured to best practice, with permissions and naming conventions. |
| Migration | Moving to Salesforce from another tool without losing history, tracking or performance. |
| Integration | Salesforce connected to your analytics, CRM, commerce and data warehouse. |
| Optimisation | Ongoing tuning of Salesforce based on performance data and platform updates. |
| Management | Day-to-day running of Salesforce by a certified specialist, with monthly reporting. |
Talk to a Salesforce specialist
Tell us what you run today and what is not working. We will tell you honestly what we would change first.
From audit to optimised Salesforce
Audit
Review your current Salesforce setup and data.
Build
Configure, integrate and migrate.
Launch
Go live with tracking verified.
Optimise
Improve every week against agreed KPIs.
Salesforce services
Salesforce CRM Services
Salesforce setup, custom objects, Flow automation, dashboards, data clean-up and ongoing admin support.
ExploreSalesforce Marketing Cloud Services
Marketing Cloud data extensions, automated flows, email and SMS setup, deliverability and reporting for large audiences.
ExploreSalesforce Sales Cloud Services
Sales Cloud lead and opportunity process, Flow automation, forecasting and dashboards built around how your team sells.
ExploreSalesforce Implementation Services
Phased Salesforce rollout with discovery, configuration, data migration, integrations, testing and role-based training.
ExploreSalesforce Consulting Services
Salesforce org health checks, roadmap planning, licence reviews and process design before you commit to more build.
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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.
How long does a Salesforce implementation take?
Can you fix our existing Salesforce org?
Can you fix an existing Salesforce setup?
Do you integrate Salesforce with other tools?
Get more out of the platforms you already pay for.
A free 30-minute session with a senior Nians strategist. You leave with a prioritised plan, whether or not you work with us.