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Salesforce implementation services, end to end

We are a Salesforce implementation company that works across the whole lifecycle: advisory and platform selection, implementation on Sales, Service, Marketing and Experience Cloud, CPQ and quote-to-cash, Data Cloud and customer 360, MuleSoft and ERP integration, migration off legacy CRM, Einstein and Agentforce with governance, then managed services and staffing once you are live.

13+
Salesforce products we work across
CMMI 3
Appraised delivery
ISO 27001
Security certified
8–20 wk
Typical first go-live

Where we are usually brought in

  • A first Salesforce implementation, cloud by cloud
  • An org nobody trusts that needs a health check
  • Quote-to-cash on CPQ and Revenue Cloud
  • Salesforce to ERP integration via MuleSoft
  • Migration off a legacy or homegrown CRM
  • Managed services, AMS and admin cover
The problem

Most Salesforce programmes fail on adoption, not configuration

An org can be configured correctly and still be worth nothing. If representatives keep their real pipeline in a spreadsheet and update Salesforce the night before the forecast call, every number downstream is fiction, and more configuration will not fix it. Adoption is earned by designing around how people actually sell and serve — then measuring it, rather than mandating data entry and assuming.

The second pattern is technical debt in long-lived orgs: duplicate fields meaning almost the same thing, three automations firing on one object, validation rules nobody can explain, and reports built on all of it. Every change becomes slow and risky. For orgs in that state, a health check and a de-duplication pass are usually better value than another wave of features.

The third is cost. Licences are only the starting figure; total cost tends to grow through add-ons, extra clouds, API and data volume limits, and consumption pricing on newer AI and data products. We would rather say that plainly at the outset than let it arrive as a renewal surprise, so our assessments cost the add-ons you will realistically need, not just the seats.

Pipeline lives elsewhereReps update Salesforce for the forecast call, so the forecast is a retelling rather than a record
Overlapping automationFlows, legacy workflow rules and triggers on one object, with no one certain which wins
Duplicate and orphaned fieldsSeveral fields meaning nearly the same thing, and reports quietly built on the wrong one
Add-on creepTotal cost climbing through clouds and add-ons that were never in the original business case
What we do

Salesforce services across the lifecycle

We implement Salesforce and support it afterwards. Delivered under our CMMI Level 3 appraised framework with ISO 27001 certified information security.

Salesforce consulting services, platform selection and health checks

Advisory before build. For a first CRM we help you choose honestly between platforms; for an existing org we run a health check and tell you what to fix before adding anything.

  • Requirements, process mapping and a scored platform comparison
  • Org health check: technical debt, security model, automation overlap, limits
  • Duplicate field and object rationalisation with a clean-up backlog
  • Licence and add-on modelling, so the total cost is visible up front

Sales Cloud implementation built for adoption

Sales Cloud configured around your real sales motion — stages that mean something, forecasting that reconciles, and guidance in the flow of work rather than a training deck.

  • Lead-to-opportunity process, stages with exit criteria and forecasting
  • Territory, quota and account planning; partner selling where relevant
  • In-app guidance, mobile-first layouts and pre-filled data to cut typing
  • Adoption measured — login, stage hygiene, forecast accuracy — not assumed

Service Cloud, Field Service and Experience Cloud

Case handling, field dispatch and self-service portals implemented together, because deflection only works when the portal, the knowledge base and the queue share one data model.

  • Omni-channel routing, case management and knowledge base design
  • Field Service scheduling, dispatch and mobile work orders
  • Experience Cloud portals for customers, partners and dealers
  • Service metrics: first-contact resolution, deflection, backlog ageing

Marketing Cloud implementation

Journeys, consent and segmentation set up so campaign activity lands on the same customer record the sales and service teams work from.

  • Journey design, email, mobile and web personalisation
  • Consent, preference centres and regional privacy requirements
  • Lead scoring and hand-off rules agreed with sales before launch
  • Attribution reporting against a baseline recorded before go-live

Salesforce CPQ implementation and quote-to-cash

Configure, price and quote on Revenue Cloud, then the unglamorous part — that a signed quote becomes an order, an invoice and revenue without re-keying.

  • Product catalogue, bundles, options and configuration rules
  • Pricing, discount schedules and multi-level approval workflows
  • Contracts, amendments, renewals and subscription billing
  • Order and invoice hand-off to SAP, Oracle or Dynamics 365

Salesforce Data Cloud, customer 360 and AI with governance

Data Cloud to unify customer data, and Einstein and Agentforce on top of it. AI grounded in poor data produces confident nonsense, so we do the data work first.

  • Data Cloud ingestion, identity resolution and unified profiles
  • Einstein scoring and generative features scoped to real decisions
  • Agentforce implementation with defined scope, hand-off and escalation
  • AI governance: prompt review, audit logs, human review, measured accuracy

MuleSoft integration services and Salesforce ERP integration

Salesforce rarely holds the whole truth. We integrate it with finance, supply chain and HR systems as reusable APIs rather than point-to-point jobs nobody dares change.

  • MuleSoft API design, implementation and reuse across consumers
  • Salesforce ERP integration: customers, products, pricing, orders, invoices
  • Event-driven patterns, error handling, replay and reconciliation
  • Integration with our own Xtreme ERP and logistics products where they fit

Salesforce migration and CRM data migration

Moving off a legacy or homegrown CRM, or consolidating several orgs into one, with history that stands up to audit rather than a partial import.

  • Migration from legacy CRM, spreadsheets or in-house systems
  • Org consolidation and org splits after a merger or divestment
  • De-duplication, cleansing and survivorship rules agreed with the business
  • Repeated mock loads, reconciled record by record before cutover

Salesforce managed services, AMS, support and staffing

After go-live you can run it with our application managed services, or with Salesforce developers and administrators embedded in your own team — whichever suits your operating model.

  • Salesforce AMS: L1 to L3 support, enhancements and release management
  • Three Salesforce releases a year regression-tested ahead of the window
  • Hire Salesforce developers, administrators, architects and admin staffing
  • Delivery from our global capability centre model, onshore or offshore
Decision guide

Is Salesforce the right CRM for you?

ConsiderationSalesforceMicrosoft Dynamics 365HubSpotZoho
Best fitComplex sales or service processes, large ecosystems, multi-cloud customer estatesOrganisations already standardised on Microsoft 365, Teams and AzureGrowth-stage, marketing-led teams wanting speed over depthCost-sensitive mid-market, often in India and the Gulf
StrengthDepth by cloud, industry clouds such as Health Cloud and Financial Services Cloud, the largest app and skills marketNative Microsoft integration, licence bundling, strong finance and operations tie-inFast to launch, genuinely usable by non-specialists, clean marketing-to-sales flowBreadth of suite for the price, quick to stand up
AI capabilityEinstein and Agentforce, strongest when grounded in Data CloudCopilot across Dynamics and Microsoft 365Solid assistive AI for content and workflowImproving, lighter than the other three
Typical first go-live8–20 weeks per cloud; CPQ and multi-cloud programmes run longer8–20 weeks4–8 weeks4–10 weeks
Watch-outTotal cost grows through add-ons; customisation debt accumulates quickly without governanceSales-side depth can trail Salesforce for complex sellingCeiling on complex quoting, territories and service operationsThinner partner and skills market for deep customisation

Indicative planning ranges, not commitments. We will say so plainly when Salesforce is not the answer: in a thoroughly Microsoft-centric organisation Dynamics 365 often wins on integration and licensing alone, and for a growth-stage marketing-led team HubSpot is usually live faster and adopted more willingly. Compare all four on our CRM services page.

How we deliver

How a Salesforce programme runs without stalling at adoption

Each stage ends in something you own and could take to another supplier if you chose to.

01

Assess

Process mapping, data quality review and — for an existing org — a health check covering automation, security model, technical debt and licence fit.

02

Design

Target processes designed before objects and fields, a data model, an integration architecture and a costed licence and add-on plan.

03

Build

Configuration first and code only where configuration genuinely cannot reach, in source control, with scratch orgs and automated regression tests.

04

Migrate and launch

Mock data loads reconciled repeatedly, then a cutover with in-app guidance, floor-walking and manager coaching from day one.

05

Run and improve

Salesforce managed services or embedded staff, adoption and data-quality metrics reviewed monthly, and a backlog prioritised on evidence.

Related

Related services and platforms

Questions we get

Salesforce implementation, answered

What does a Salesforce implementation company actually do?
It takes you from intent to a working, adopted org: mapping processes, choosing which clouds you need, designing the data model, configuring Sales, Service, Marketing or Experience Cloud, integrating Salesforce with your ERP and other systems, migrating customer history, training users and then supporting the org afterwards. The work that decides success is process design and adoption, not configuration, which is the part most often under-resourced.
How long does a Salesforce implementation take?
As a planning figure, a single cloud with moderate complexity takes 8 to 20 weeks. CPQ and quote-to-cash programmes usually run longer because pricing rules and downstream order and billing integration are involved. Multi-cloud programmes are best delivered in phases rather than one launch. Data quality and the number of integrations move the timeline far more than the platform does.
How much does Salesforce cost beyond the licences?
Budget for implementation, data migration, integration, training and ongoing support, and expect the licence figure itself to grow. Salesforce's total cost typically expands through add-ons: extra clouds, higher API and data limits, sandboxes, premier support, and consumption or per-conversation pricing on newer data and AI products. We model the add-ons you are realistically going to need during the assessment, so the business case is not undermined at first renewal.
What is a Salesforce health check and when do we need one?
A health check is a structured review of an existing org: overlapping automation, duplicate and unused fields, security and sharing model, code quality, technical debt, limit consumption and licence fit. It is worth doing when releases have become slow or risky, when users have stopped trusting reports, or before any major new build. In long-lived orgs, the clean-up it identifies often delivers more value than the next set of features.
Can you integrate Salesforce with our ERP?
Yes. We integrate Salesforce with SAP, Oracle, Dynamics 365 and our own products, typically using MuleSoft where reusable APIs are the goal. The usual flows are customers and accounts, products and pricing, quotes and orders, invoices, payments and credit status. We design for error handling, replay and reconciliation from the start, because the failure mode in CRM to ERP integration is silent divergence rather than an outage.
Should we use Agentforce and Einstein now, or wait?
Use them where the data behind them is sound and the task is bounded — case summarisation, drafting replies, knowledge retrieval, scoring. AI grounded in duplicated or incomplete records produces confident, wrong answers, so Data Cloud work and de-duplication usually come first. We implement agents with a defined scope, a hand-off path to a human, audit logging and accuracy measured against a sample rather than assumed.
Can we hire Salesforce developers or administrators through you?
Yes. Alongside implementation we provide Salesforce developers, administrators, consultants and architects on a staff augmentation basis, and we run Salesforce managed services for organisations that would rather not build an internal team. Many clients use both: a small internal administrator group for day-to-day changes, with our AMS covering releases, deeper development and out-of-hours support.
Is Salesforce always the right choice?
No. In organisations thoroughly standardised on Microsoft 365, Teams and Azure, Dynamics 365 often wins on native integration and licence bundling. For growth-stage, marketing-led teams, HubSpot is usually live faster and adopted more willingly. Zoho suits cost-sensitive mid-market operations. Salesforce earns its place where sales or service processes are genuinely complex, or where you need the depth of its industry clouds and ecosystem.

Trademark notice. Salesforce, Sales Cloud, Service Cloud, Marketing Cloud, Experience Cloud, Data Cloud, Agentforce, Einstein, MuleSoft and Tableau are trademarks or registered trademarks of Salesforce, Inc. MJC GlobalTech is an independent technology services company. We are not affiliated with, endorsed by, sponsored by or otherwise associated with these companies, and we do not claim membership of their partner or certification programmes. Product names are used solely to identify the platforms on which we deliver services.

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