Salesforce Consulting

Salesforce consulting that turns your CRM into real results

Independent, expert advice to get more from Salesforce — CRM strategy, health checks, process redesign and a practical roadmap, including where AI fits. We help you fix what is not working and plan what comes next.

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Independent, vendor-honest advice Certified Salesforce consultants Health check in 2–4 weeks Remote & on-site

Health Check

Find the gaps

Roadmap

A clear plan

Process

Designed to fit

AI Strategy

Where Einstein helps

25+Years in CRM & ERP

CertifiedSalesforce Consultants

End-to-EndSales, Service & Marketing

GlobalRemote & On-Site Delivery

See it in action

A CRM your team will actually use

Clear dashboards, a clean pipeline and everything your sales and service teams need in one place. Here’s the kind of day-to-day CRM experience we help you design and roll out on Salesforce.

CRM — Dashboard

CRM — Dashboard

CRM dashboard illustration showing KPIs, pipeline chart and activity

Leads

Lead management

Capture, qualify, score and route every lead automatically — so nothing slips through the cracks.

Opportunities

Visual pipeline

Drag deals through stages and see exactly where every opportunity stands at a glance.

Forecast

Forecasting

Forecast revenue with confidence and track performance against target in real time.

Activity

Activity & tasks

Every call, email and meeting logged on one timeline so the whole team stays in sync.

Illustrative interface previews

What we do

Salesforce advisory that moves you forward

From a quick health check to a full CRM strategy, grounded in real delivery.

Advice You Can Act On

We assess your Salesforce setup, fix what is holding you back and give you a costed, prioritised roadmap — including a practical view of where AI and automation add value.

Health check
Strategy
Roadmap
AI plan

Salesforce
Consulting

Salesforce Health Check

A deep review of your org to surface risks, technical debt and quick wins.

Process Design

Redesign your sales and service processes to match best practice.

CRM Roadmap

A phased, costed plan aligned to your business goals.

AI & Einstein Strategy

A practical view of where AI and automation pay off in your CRM.

Adoption Review

Understand why adoption is low and how to lift it.

Deep org & data health check
Sales & service process redesign
Costed, prioritised CRM roadmap
Practical AI & Einstein plan

2–4 wksTo a decision-ready plan

Vendor-honestIndependent advice

Optimise-firstLower-risk path to value

Why AppsXpert

A Salesforce advisor you can trust

We’ve strategised, optimised and delivered CRM for a quarter of a century — so you get honest advice and a plan that actually pays back.

Independent & honest

Vendor-honest advice that recommends what is right for your business, not the biggest project.

Certified consultants

Seasoned, certified Salesforce consultants who have optimised and delivered real CRM programmes.

Value from what you own

We unlock the Salesforce licences and features you already pay for — measurable ROI, not shelfware.

AI-ready thinking

A practical, grounded view of where AI, automation and Einstein genuinely earn their place in your CRM.

Coverage

What we advise on

Strategy and optimisation across every part of your Salesforce estate.

Sales Process

Service Process

Data Quality

Automation

Security Model

Reporting

Integrations

AI & Einstein

Licensing

Adoption

When it’s time

Signs you need Salesforce consulting

If any of these sound familiar, an honest health check and a costed roadmap will remove the friction and get real value out of your CRM.

Book a health check

What to expect

Independent adviceVendor-honest findings — what is right for you, not the biggest project.

Fixed scope & priceA defined review with clear deliverables — no open-ended bills.

A costed roadmapA phased, prioritised plan your leadership can act on immediately.

Low adoption across your teams

People avoid Salesforce and keep working in spreadsheets and inboxes.

Messy, duplicated data

Poor data quality means reports and forecasts you cannot trust.

Too much manual work

Reps spend more time on admin and re-keying than on selling and serving.

No single view of the customer

Sales, service and marketing each hold a different version of the truth.

ROI has stalled

You are paying for Salesforce but not seeing the value you expected.

Customisation sprawl

Years of quick fixes and technical debt now slow every change down.

Decision support

Optimise vs re-implement

Sometimes the answer is to fix and tune; sometimes it is to start fresh. We help you decide.

Consideration

Health Check & OptimiseImprove what you have

Re-ImplementStart fresh

Approach

Improve your current org

Rebuild on a clean foundation

Effort

Lower, contained

Higher, transformative

Disruption

Minimal

Planned and managed

Best fit when

The core is sound

Debt and workarounds dominate

Our default

Optimise first

Rebuild only when justified

We recommend the lower-risk path to value — honest advice, not the biggest project.

How we work

A clear path from question to plan

A short, structured engagement that ends with a costed plan of action.

Discover

Understand your goals, processes and current Salesforce setup.

Assess

Health check, data review and a look at risks and opportunities.

Recommend

Clear options with costs, benefits and a recommendation.

Roadmap

A phased, costed plan with priorities and timelines.

Enable

Hand over to your team, or carry the plan into delivery.

What you receive

Decision-ready documents

Practical outputs your leadership and admins can act on immediately.

Health Check ReportRisks, debt and prioritised quick wins.

Process DesignOptimised sales and service processes.

CRM RoadmapA phased, costed plan of improvements.

AI Opportunity MapWhere AI and automation add value.

Data Quality FindingsIssues and a plan to clean your data.

Adoption PlanHow to lift usage across teams.

Licensing ReviewRight-size your Salesforce licences.

Executive RecommendationA clear summary for leadership.

The payoff

What you gain

Less guesswork, faster decisions and more value from the CRM you own.

Lower risk

De-Risked Decisions

Validate the plan and cost before you commit.

Weeks, not months

Faster, Clearer Choices

Move from uncertainty to a costed, prioritised plan.

Higher usage

Better Adoption

A clear plan to get teams using Salesforce properly.

More ROI

More from What You Own

Unlock the Salesforce features you already pay for.

Ways to engage

Start small or go deep

Choose the level of advice that fits your stage and budget.

Quick start

Advisory Workshop

A focused session to align stakeholders and frame the decision.

1–2 day workshop
Stakeholder alignment
Clear next steps

Recommended

Health Check

A defined Salesforce review with clear findings and a roadmap.

Defined scope & price
Decision-ready report
2–4 week turnaround

Ongoing

Advisory Retainer

On-call Salesforce expertise to steer your roadmap.

Flexible monthly hours
Roadmap governance
Priority access

Hands-on

Embedded Consultant

A senior Salesforce expert inside your team.

Dedicated consultant
Skills transfer
Day-to-day guidance

In their words

“They gave us a straight, honest read on our Salesforce org — no jargon, no upsell. The roadmap paid for itself in the first quarter, and adoption finally started climbing.”

VP of Sales Operations B2B software company

Go further

Related Salesforce services

Advice is one part of the journey. The same certified team can implement, customise, connect and support your Salesforce estate.

Implementation

Stand up Salesforce the right way, from blueprint to a confident go-live.

Learn more

Customisation

Tailor and extend Salesforce to fit exactly how your business works.

Learn more

Integration

Connect Salesforce to your ERP, marketing and finance systems.

Learn more

Data Migration

Move to Salesforce with clean, reconciled data you can trust.

Learn more

Managed Support

Ongoing admin, enhancements and support that keep Salesforce healthy.

Learn more

Reports & Dashboards

Turn your CRM data into clear, board-ready insight and live dashboards.

Learn more

Sales Cloud

Optimise your pipeline, forecasting and sales productivity on Sales Cloud.

Learn more

All Salesforce Services

Browse the complete range of Salesforce consulting, delivery and cloud expertise.

Explore all

Not getting enough from Salesforce?

Talk to our consultants for an honest view of your CRM and a clear plan to improve it.

Talk to a Salesforce Expert

FAQ

Salesforce consulting — common questions

Is your Salesforce consulting independent?

Yes. Our advice is vendor-honest — we recommend what is right for your business, not the biggest project.

What is a Salesforce health check?

A deep review of your org that surfaces risks, technical debt and quick wins, with a prioritised action plan.

Can you advise where AI fits?

Yes. We give a practical view of where AI and Einstein add real value in your sales and service processes.

Will consulting lead to delivery?

It can. We can hand the roadmap to your team, or the same AppsXpert team can deliver it.

How long does an assessment take?

Most Salesforce assessments run two to four weeks, depending on scope. Focused workshops deliver direction in a day or two.