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Salesforce CRM

Salesforce CRM Services

Salesforce consulting, implementation, customization, integration and managed support across Sales Cloud, Service Cloud and Marketing Cloud — so your teams sell more, serve better and market smarter.

Sales Cloud Service Cloud Marketing Cloud Certified Consultants
100+Salesforce orgs delivered
3Clouds delivered
40%Faster sales cycles
24/7Managed support
See it in action

The CRM your whole business runs on

Clear dashboards, a clean pipeline and everything your sales, service and marketing teams need in one place. This is the kind of day-to-day Salesforce experience we design, build, connect and support for you — one partner for your whole Salesforce journey.

CRM — Dashboard
Salesforce dashboard illustration showing KPIs, pipeline chart and activity

CRM — Dashboard

Salesforce dashboard illustration showing KPIs, pipeline chart and activity

Leads
Lead management list illustration

Leads in one place

Capture, qualification, scoring and routing so every new lead lands with the right owner across your teams.

Opportunities
Sales pipeline kanban illustration

A pipeline you can trust

Stages, page layouts and automation modelled on how your business actually sells — not a generic template.

Forecast
Revenue forecast chart illustration

Forecasts leaders rely on

Reports and dashboards that give leadership a clear, real-time view of revenue and targets.

Activity
Activity timeline illustration

One customer timeline

Calls, emails and cases on a single clean timeline, so sales, service and marketing share one view.

Illustrative interface previews

When you need us

Signs Salesforce can do more for you

If any of these sound familiar, a focused Salesforce engagement will pay back quickly.

Talk to Us
Data scattered across tools

Leads, deals and customers live in spreadsheets and inboxes instead of one CRM.

Too much manual work

Reps spend more time on admin than selling — ripe for automation.

No clear pipeline view

Leadership cannot see an accurate, real-time sales pipeline or forecast.

Salesforce and ERP disconnected

Orders, invoices and customers are not in sync between CRM and ERP.

Capabilities

Across every Salesforce cloud

Deep functional and technical expertise, end to end.

Sales Cloud
Service Cloud
Marketing Cloud
Flow & Automation
Lightning Apps
CRM-ERP Integration
Reports & Dashboards
Einstein AI
How we deliver

How we deliver Salesforce

A clear path from discovery to adoption.

1

Discover

We map your sales, service and marketing processes and goals.

2

Design

Solution design, data model and an automation plan.

3

Build

Configure, customize and integrate Salesforce iteratively.

4

Adopt

Data migration, training and a smooth go-live.

5

Optimize

Ongoing tuning, dashboards and managed support.

Business outcomes

What changes for your business

Salesforce done right lifts every customer-facing team.

Sell more

Shorter sales cycles

Clean pipeline, automation and AI help reps close faster.

Serve better

Happier customers

Faster case resolution and a 360-degree customer view.

Market smarter

Higher conversion

Targeted journeys and campaigns that actually convert.

One source of truth

Aligned teams

CRM and ERP in sync, so everyone sees the same data.

Engagement models

Start small or go all in

Flexible ways to engage our Salesforce team.

Quick start

Quick-Start Setup

A focused Sales or Service Cloud setup to get you live fast.

  • Core configuration
  • Key automations
  • Go-live support
Most popular

Full Implementation

An end-to-end implementation across the clouds you use.

  • Solution design
  • Customization & integration
  • Training & go-live
Migrate

CRM Migration

Move from a legacy or competitor CRM with clean data.

  • Data mapping
  • De-dup & validation
  • Zero-loss cutover
Run

Managed Admin

Admin-as-a-service, enhancements and dashboards monthly.

  • Flexible hours
  • Enhancements
  • Priority support
Why AppsXpert

One partner for your whole Salesforce journey

Consulting, implementation, customisation, integration and support under one roof — so you get honest advice and accountable delivery, end to end.

01

Multi-cloud expertise

Sales, Service and Marketing Cloud delivered end to end by certified Salesforce consultants.

02

Seamless ERP integration

Two-way sync between Salesforce and Oracle or ALA ERP, so every team works from the same data.

03

AI-ready & automated

Einstein and automation that lift productivity across sales, service and marketing.

04

Adoption that sticks

Clean data and intuitive flows that drive real, lasting user adoption from go-live.

FAQ

Salesforce services — common questions

Which Salesforce clouds do you implement?

Sales Cloud, Service Cloud and Marketing Cloud — plus custom Lightning apps and CRM-ERP integrations.

Can you migrate us from another CRM?

Yes. We migrate from legacy or competitor CRMs with full data mapping, de-duplication and validation.

Do you integrate Salesforce with our ERP?

We build reliable two-way integrations between Salesforce and Oracle, ALA ERP and other systems.

Do you offer ongoing Salesforce support?

Yes — managed support, admin-as-a-service, enhancements and dashboard development on a monthly model.

Are your Salesforce consultants certified?

Yes — our consultants hold Salesforce certifications across administration, development and the core clouds.

In their words
“Having one partner across consulting, implementation, integration and support made all the difference. Our sales, service and marketing teams finally work from the same Salesforce, and the data is clean.”
Chief Operating OfficerMulti-region services company

Ready to get more from Salesforce?

Tell us your goals — we will recommend the right-fit approach, honestly.

Talk to a Salesforce Expert