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Web, apps, CRM and AI

Salesforce and CRM

A CRM only helps when its data is clean, secure and connected to the rest of the business. We administer and build on Salesforce so your sales and service teams work with reliable data and processes that run on their own.

What is included

  • Platform administration

    Users, profiles, permission sets, managed packages and connected apps.

  • Security

    Health Check reviews, security baseline adjustments and single sign-on (SSO) certificates.

  • Automations

    Flows and Apex code for reminders, assignments and tasks that are still done by hand.

  • Integrations

    Connections to SMS, email and AI APIs such as OpenAI and Gemini for drafting or classifying.

  • Migrations

    Moving data and processes from spreadsheets, Airtable or other systems, with the data validated.

  • Reports and analysis

    SOQL queries and reports that answer specific business questions.

  • Controlled changes

    Changes tested in a sandbox, reviewed and released to production with a documented plan.

Problems we solve

  • Nobody in the company knows how to administer the CRM, and pending changes pile up.
  • Users with more permissions than they need.
  • Customer follow-ups that depend on someone's memory.
  • Customer information scattered across spreadsheets and email.

How we work

  1. Review

    We review your Salesforce org, its permissions and how your team works today.

  2. Prioritise

    We agree on what to fix first based on impact and risk.

  3. Build and test

    We make the changes in a sandbox and validate them with your team.

  4. Release and document

    We release to production with a change plan and leave user guides behind.

In detail

A tidy CRM beats a bigger one

Most companies don’t need more features in their CRM; they need the ones they have configured properly: the right permissions, clean data and automatic follow-ups. We start there and only then add something new.

Changes with a safety net

Every change is tested in a sandbox first, reviewed and released with a plan. If something doesn’t go as expected, we know exactly how to roll it back. It is the same process we apply in DevOps and deployments.

Tools we work with

  • Salesforce
  • Apex
  • SOQL
  • Jenkins
  • Git
  • Airtable
  • OpenAI API
  • Gemini

Tools we know first-hand. They do not represent partnerships or company certifications.

Frequently asked questions

Are you a Salesforce partner or reseller?

No. We work on the Salesforce org your company already has or buys directly from Salesforce: we configure it, secure it and automate it. Licensing stays between your company and Salesforce.

Can you migrate our customers from spreadsheets?

Yes. We clean and validate the data before importing it, and rebuild the processes inside Salesforce so they no longer depend on the original file.

Do you handle one-off changes or ongoing administration?

Both. We can fix a specific issue or take care of your CRM administration every month, with a clear list of what is included.

  • DevOps and deployments

    Version control, continuous integration and delivery, and orderly production releases so every change is reviewed, tested and reversible.

  • Automation and AI

    We automate repetitive work with scripts, workflows and AI assistants such as Copilot, ChatGPT or Claude, with your data kept safe.

Interested in this service?

Tell us about your situation and we will reply with next steps and a clear quote.