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Salesforce Implementation

Every Salesforce Cloud,
fully delivered

As a certified Salesforce Consulting Partner, we design, configure, customise, and support the full Salesforce platform — from initial scoping to go-live and beyond.

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All Services

What we implement

💼
Sales Cloud
Pipeline management, forecasting, automation, email integration, CPQ, and territory management.
🎧
Service Cloud
Case management, omni-channel routing, knowledge base, live chat, CSAT, and Einstein AI.
📣
Marketing Cloud
Journey Builder, email campaigns, lead scoring, Pardot/Account Engagement, and ROI attribution.
🏢
Nonprofit Cloud (NPSP)
Donor management, fundraising, grant tracking, programme management, and Power of Us licences.
🌐
Experience Cloud
Customer portals, partner communities, member portals, and branded self-service hubs.
🔧
Field Service Lightning
Work orders, intelligent scheduling, mobile app, inventory management, and SLA tracking.
Deep Dive

Explore each cloud

Sales Cloud
Service Cloud
Marketing Cloud
Nonprofit Cloud
Experience Cloud
Field Service

Sales Cloud

Drive revenue growth with a fully configured Sales Cloud implementation. We build pipeline processes, automation flows, forecasting, and reporting tailored to your sales motion.

✓
Lead & Opportunity Management — custom stages, fields, validation rules and probability
✓
Process Builder & Flow Automation — automated follow-ups, tasks, approvals
✓
Dashboards & Reports — real-time KPI visibility for reps and managers
✓
CPQ Guidance — quoting, product catalogues, contract management
✓
Email & Calendar Integration — Outlook and Gmail sync
✓
Territory Management — geographic and account-based territory setup
Typical Engagement
Discovery & Requirements
Stakeholder interviews, process mapping, data model design
Configuration & Build
Object setup, page layouts, automation, email/calendar integrations
Data Migration
Data cleansing, mapping, import via Data Loader
Training & Adoption
End-user training (in-person & virtual), admin enablement
Go-Live & Support
Hypercare, post go-live monitoring, ongoing managed service

Service Cloud

Deliver exceptional customer experiences with a Service Cloud deployment that unifies support channels, automates case management, and empowers your agents.

✓
Case Management — auto-assignment, escalation rules, SLA tracking
✓
Omni-Channel Routing — email, web, chat, phone in one console
✓
Knowledge Base — article creation and surfacing to agents
✓
Live Agent / Chat — website chat widget and console setup
✓
CSAT Surveys — automated surveys and satisfaction reporting
✓
Einstein AI — case classification, next best action
Service Cloud Capabilities
Service Console Design
Custom layout for agent productivity and customer 360 view
Entitlements & Milestones
SLA enforcement, milestone tracking, automatic escalation
CTI Integration
Phone system integration for screen-pop and call logging
Self-Service Portal
Experience Cloud community for customers to log and track cases

Marketing Cloud

Connect marketing to revenue with Marketing Cloud and Account Engagement (Pardot) implementations that drive pipeline and personalise customer journeys.

✓
Journey Builder — multi-channel automated customer journeys
✓
Email Studio — campaign design, personalisation, A/B testing
✓
Lead Scoring & Grading — prospect qualification via Pardot
✓
Sales & Marketing Alignment — CRM-Marketing sync and handoff
✓
Engagement Studio — nurture programmes based on behaviour
✓
ROI Attribution — campaign performance and revenue impact reporting
Marketing Automation Flow
Audience Segmentation
Data extensions, segmentation queries, list management
Content & Templates
Branded email and landing page templates with personalisation
Automation Rules
Trigger-based actions from form fills, page views, email engagement
Sales Handoff
Hot-lead alerts, CRM task creation, opportunity linkage

Nonprofit Cloud (NPSP)

We are specialist Nonprofit Cloud implementers — helping NGOs, NPOs, and mission-driven organisations build constituent management, fundraising, and programme tracking on Salesforce.

✓
NPSP Setup — household accounts, donor relationships, gift management
✓
Fundraising & Donations — recurring gifts, pledge management, campaigns
✓
Grant Management — grant lifecycle, milestone tracking, funder reporting
✓
Programme Management — beneficiary tracking, outcomes measurement
✓
Volunteer Management — scheduling, hour tracking, engagement
✓
Power of Us Programme — assist qualifying nonprofits to access 10 free Salesforce licences
NPSP Clients We've Served
AWID – Women's Rights
6,000+ members · 180 countries · Global feminist network on Salesforce
DBV SPCA Sandton
Animal welfare case management and donor tracking
HERD Elephant Rehab
Wildlife rehabilitation programme and donor engagement
Maru-a-Pula School
Student and community management — Botswana

Experience Cloud

Build branded digital portals, partner communities, and self-service hubs using Salesforce Experience Cloud — extending your CRM to customers, partners, and employees.

✓
Customer Self-Service Portals — case logging, knowledge, account management
✓
Partner Community — deal registration, MDF, lead distribution
✓
Member / Constituent Portal — ideal for nonprofits and associations
✓
Branded Design — custom themes, branding kits, mobile-responsive layouts
✓
Salesforce CMS Integration — content management and dynamic pages
Common Use Cases
Member Portals
Self-service account updates, event registration, document access
Donor Portals
Giving history, recurring gift management, impact reporting
Reseller Communities
Lead sharing, deal registration, partner training and enablement
Employee Hub
Internal knowledge bases, HR self-service, IT request portals

Field Service Lightning

Optimise your field operations with intelligent scheduling, mobile workforce management, and real-time visibility via Salesforce Field Service.

✓
Work Order Management — create, assign, and track field work orders
✓
Scheduling & Optimisation — skill-based, territory-based intelligent scheduling
✓
Mobile App Configuration — offline-capable field technician app
✓
Inventory Management — parts tracking, van stock, warehouse integration
✓
Customer Notifications — automated ETA alerts and appointment confirmations
Field Service Workflow
Appointment Booking
Customer request → automatic skill & proximity-based scheduling
Dispatcher Console
Real-time map view of all field agents, drag-drop assignment
Mobile Technician App
Job details, parts lookup, photo capture, customer signature
Analytics & SLA
First-time fix rate, MTTR, SLA compliance dashboards
Ready to start?

Start your Salesforce journey

Get a free discovery call — we'll scope your project and provide an indicative plan.

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