Salesforce That Reflects How Your Business Actually Runs
We design, implement, and optimise Salesforce across Sales, Service, Marketing, and operations, so your teams work from one connected platform instead of fighting the CRM.
More than an org configuration
Plenty of partners can stand up a Salesforce org. We map your revenue and service processes first, then build the platform around them and connect it to the rest of your stack.
- Sales Cloud, Service Cloud, and Manufacturing Cloud
- Marketing Cloud Next, Experience Cloud, and Slack
- Migration, integration, and team adoption
Sound Familiar?
Salesforce is configured, but nobody trusts the data
Duplicate records, half-filled fields, and reports that never quite match reality. The platform is live, but leadership still runs the business off spreadsheets.
You're paying for clouds you barely use
Licences for Service Cloud or Marketing Cloud sit mostly idle because the rollout stopped at Sales. You're carrying cost without the return.
Salesforce is an island
Your CRM doesn't talk to your finance system, your delivery tools, or Slack, so teams re-key data and context gets lost between platforms.
How We Help With Salesforce
Implementation & Setup
Sales Cloud, Service Cloud, Manufacturing Cloud, Marketing Cloud Next, Experience Cloud, and Slack configured around your real operating model, not a generic template you rework in three months.
For businesses adopting Salesforce or rolling out a new cloud.
Migration to Salesforce
We bring across accounts, contacts, pipeline, history, and activity from HubSpot, Pipedrive, Zoho, legacy CRMs, or spreadsheets, with the data cleaned and de-duplicated on the way in.
For teams moving to Salesforce from another system.
Optimisation & Cleanup
We audit an existing org, fix the data model, retire what's unused, and rebuild reporting so the platform you're paying for actually earns its keep.
For teams with a messy or underused Salesforce org.
Integration & Automation
We connect Salesforce to your finance, delivery, and communication tools and automate the manual steps with Flow, so information moves without re-keying.
For teams that need Salesforce joined up with the rest of the stack.
What Makes Us Different
Process before platform
Most partners open Salesforce and start building. We map your revenue and service workflows first, ask why things work the way they do, and only then design the org. That means less rework and a platform that lasts.
Multi-cloud, joined up
Sales, Service, Marketing, and operations shouldn't live in silos. We connect the right Salesforce clouds and tie them into Slack and your wider stack so data and handoffs move together.
Built for your team to actually use
A CRM nobody updates is worse than no CRM. We train every role on the workflows that matter to them and document the system so it doesn't fall apart when someone goes on leave.
The Cassidium Method
A clear process designed to reduce rework and get your team using Salesforce with confidence.
Discovery & Process Mapping
We learn how your sales, service, and operations actually run so we don't digitise broken habits.
Design & Blueprint
We design the data model, objects, automations, permissions, and integrations before any build starts.
Build & Test
We configure the clouds, run the migration, and test automations and reports against real operating scenarios.
Train & Hand Off
Every team member gets role-relevant training and every critical workflow is documented so you own the platform completely.
Frequently Asked Questions
Common questions about salesforce.
How much does Salesforce consulting cost?
Every engagement is scoped based on team size, the clouds involved, workflow complexity, and the number of systems we're integrating. Get in touch and we'll give you an honest estimate after a short discovery call.
How long does a Salesforce implementation take?
A focused single-cloud rollout for a small team typically takes four to six weeks. Multi-cloud implementations with migration and integrations usually land in the eight to twelve week range. Larger programmes extend beyond that depending on approvals, data quality, and training requirements.
Which Salesforce clouds do you work with?
We implement and optimise Sales Cloud, Service Cloud, Manufacturing Cloud, Marketing Cloud Next and Advanced, Experience Cloud, and Slack. We'll help you work out which clouds you actually need rather than selling you licences you won't use.
Can you migrate our data from HubSpot, Pipedrive, or Zoho?
Yes. We regularly migrate accounts, contacts, pipeline, history, and activity from HubSpot, Pipedrive, Zoho, legacy CRMs, and spreadsheets, cleaning and de-duplicating the data as it comes across. Some edge cases need manual review where the source data is inconsistent.
We already have Salesforce but it's a mess. Can you help?
Yes. A large part of our work is optimisation: auditing an existing org, fixing the data model, retiring unused fields and automations, and rebuilding reporting so the platform delivers the value you're paying for.
Do you provide ongoing support after go-live?
Yes. We offer ongoing optimisation, training refreshers, and support retainers so the org keeps up with team changes, new clouds, and process evolution.
Can Salesforce integrate with our other business tools?
Yes. We build integrations between Salesforce and platforms like Xero, Slack, marketing tools, and operational systems so the CRM reflects how the business actually runs.
Start the Conversation
Tell us about your challenges and we'll reach out to see if we can help. No commitment required.