Platforms/Salesforce

Salesforce, sized right for an SME.

Enterprise-grade power and near-limitless customisation - implemented pragmatically, so ambitious SMEs get the capability without the bloat.

We right-size Salesforce for growing businesses - configuring, automating and integrating it so you get enterprise capability without the enterprise overhead.

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About Salesforce

Serious power, handled sensibly.

Salesforce is the most powerful, customisable CRM on the market. For SMEs with complex needs and big plans, that ceiling is a real advantage, but only with disciplined implementation. We bring enterprise-grade Salesforce expertise to an SME context, building exactly what you need now on foundations that scale, without over-engineering or runaway cost.

The catch is price. The good news: entry-level plans suit SME budgets, an ideal way in for businesses set on scaling. Start lean, grow into its full power, and never migrate again. Just be honest about budget first, if you're not planning to scale, the spend is hard to justify.

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Where Salesforce shines

Near-limitless customisation
Vast ecosystem and AppExchange
Scales to the most complex needs
Powerful automation and analytics
Industry-leading platform maturity
Einstein AI built across the platform
Entry plans priced for SME budgets
Trusted, enterprise-grade security
Grow without ever migrating again
Real-time dashboards and forecasting
Connects sales, service and marketing
Huge talent pool and community
Continuous updates, three times a year

Who is it for?

Who It's Built For. Who Should Look Elsewhere.

Salesforce is the most powerful and customisable CRM on the market, with an ecosystem nothing else matches. That power is a real advantage for ambitious, complex businesses - and overkill, with the cost and complexity to match, for simpler ones.

A great fit when…

You have complex or unusual requirements that demand near-limitless customisation
You are scaling fast and need headroom you will not outgrow for years
You rely on a broad app ecosystem and want the 5,000+ AppExchange marketplace
You have, or will commit to, the budget and expertise to implement and administer it properly

Maybe not when…

You want something simple and quick to deploy - Salesforce is rarely the fastest or cheapest route
You are a small team without admin resource or budget for ongoing administration
Your needs are straightforward sales pipeline management that lighter tools cover comfortably
You are cost-sensitive and would feel the per-user licensing and implementation cost keenly

Not sure if Salesforce is the right fit?

Give us a call. We'll learn how your business works and tell you honestly whether Salesforce is the right choice - or point you to a platform that fits you better.

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Recommended for SMEs

Which Salesforce?

Salesforce offers a rich mix of products for every type and size of business, and every budget. For most SMEs, we recommend the one that hits the sweet spot of power, simplicity and value: the Small Business Starter Pack. One platform, three tiers, and a clear path that grows exactly as you do.

FreeUP TO 2 USERS

Bring your contacts, deals and customer conversations into one place, at no cost.

StarterALL-IN-ONE SUITE

A true all-in-one suite across sales, service and marketing. Ready to run your business from day one.

For scaling teams 3

ProSCALE & AUTOMATE

Serious automation, deeper customisation, lead scoring and thousands of integrations via AppExchange.

Start completely free, with up to two users, to bring your contacts, deals and customer conversations together in one place. Step up to Starter for a true all-in-one suite spanning sales, service and marketing, ready to run your business from day one. Move to Pro when you're ready for serious automation, deeper customisation, lead scoring and thousands of ready-made integrations through AppExchange.

The real win? Pay only for what you need today and unlock more as you scale, all on the same platform. No rip-and-replace, no painful migration later. Just a simple, affordable route from your first lead to the full power of Salesforce.

Not sure which tier fits? Find your starting point

How we help

What we do with Salesforce.

Choosing the Starter Pack is the easy part. Getting real value from it is where we come in. Three services that take you from day one to fully scaled, each one setting up the next.

Get live

Setup and onboarding

Live in days, configured to last.

We stand up your Starter or Pro suite the right way, so adoption sticks from day one. Clean data, a pipeline that mirrors how you actually sell, and a team that knows how to use it.

Data import and cleansing
Pipeline, stages and fields configured
Users, email and calendar sync
Dashboards and hands-on training

Get connected

Integration and automation

One connected stack, zero manual entry.

We connect Salesforce to the tools you already run and automate the busywork, so data flows freely and your team sells instead of typing. Especially powerful once you reach Pro.

Finance, marketing and website links
Lead routing and follow-up automations
Quoting, tasks and reminders
Real-time, two-way data sync

Get ahead

Optimisation and scale-up

A partner as you grow, not just at launch.

We stay on to keep your CRM sharp and plan your next move, from rolling out new features to mapping the path from Starter to Pro and beyond, with no costly migration.

Regular health and adoption checks
New feature rollout and reporting
Ongoing admin support
A clear roadmap to scale

Ready to get more from Salesforce? Book a discovery call

Common questions

Salesforce questions, answered.

The things UK SMEs ask us most before choosing Salesforce and bringing us in to set it up properly.

Isn’t Salesforce only for big enterprises?

No. Salesforce has SME-friendly entry editions priced for smaller teams, and they scale all the way up. The advantage is you start lean and never have to migrate off the platform as you grow. We right-size it so you only pay for what you need now.

How much does Salesforce cost?

Salesforce is priced per user, per month, billed annually, across editions that step up by capability. Add-ons and higher tiers cost more. The right figure depends on the edition and add-ons you genuinely need, which we size with you before you commit.

How long does a Salesforce implementation take?

A focused Starter or Pro setup can be live in two to four weeks. More involved projects with migration, integrations and custom development typically run six weeks or more depending on complexity. We scope a realistic timeline at the start.

Can you migrate our data from another CRM?

Yes. We migrate contacts, accounts, opportunities and history from spreadsheets, HubSpot, Zoho, Pipedrive and other systems, cleaning and de-duplicating as we go, with a test import before the live cutover.

Does Salesforce integrate with our other tools?

Salesforce has one of the largest integration ecosystems via AppExchange and an open API, covering email, finance, marketing and telephony. Where no ready-made connector fits, we build the integration.

Why use a consultant rather than doing it ourselves?

Salesforce is powerful and highly customisable, which makes it easy to over-build. We configure it pragmatically around your real process, automate sensibly and get adoption right, so you get enterprise capability without the overhead.

Talk to a Salesforce expert