CRM Configuration
- Objects, fields, layouts, permissions and validation rules
- Lead, opportunity, case and service workflow mapping
- Salesforce reports, dashboards and adoption tracking
ALL SYSTEMS PLUS / SERVICES
Salesforce Development & AI-Enabled CRM Workflows
Combine Salesforce Flow, Apex, API integrations and governed AI assistance to improve CRM data quality, customer service workflows and sales reporting.
WHAT WE DELIVER
Tools, deliverables and implementation scope
Salesforce Flow · Apex · SOQL · REST APIs · Reports & Dashboards
Automation & Custom Development
- Salesforce Flow, approval paths and Apex where needed
- Integration endpoints, error handling and field mapping
- Unit tests, sandbox testing and release management
Data & Integration
- CRM data cleanup and duplicate management
- Data migration mapping and reconciliation
- Salesforce integration with finance, support or marketing tools
Ongoing Support
- Prioritized enhancement backlog and change logs
- Admin and developer coverage as scoped
- Training materials and documented handoff
ILLUSTRATIVE DELIVERY PLAN
Example milestones, not a fixed commitment
The actual schedule depends on system access, requirements, integrations, approvals and available client resources.
Map workflows
Confirm objects, user roles, pain points and acceptance tests.
Configure & test
Implement in sandbox, run demonstrations and complete UAT.
Release & measure
Deploy approved changes and review adoption and data quality.
TEAM & RESULTS
Staffing examples and how to measure progress
Example team
1 Salesforce administrator/developer + part-time solution lead; integration specialist as required.
Typical timeline
2–6 weeks for a focused workflow or automation release; integrations may require more time.
Success measures
Lead response time, duplicate records, workflow completion time, CRM adoption and data completeness.
Before work starts we agree a baseline and how it will be measured, so results can be checked.
AI Integration & Measurable Outcomes
Where AI can improve Salesforce workflows
Solutions we scope and evaluate with your team, shaped by your data access and security requirements.
Service-case assistance
Retrieve approved knowledge articles, draft case summaries and suggest next actions for agent review.
Sales productivity
Surface account context, identify incomplete CRM fields and prepare meeting or opportunity summaries.
AI-ready integrations
Connect Salesforce objects to governed data and model endpoints using APIs, Flow and approved access controls.
Operational measures
Track agent acceptance, time saved, field completeness and review exceptions—not just model activity.
Sample timelines and team shapes. Your proposal confirms scope, team and schedule.