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Salesforce Consulting That Makes Your CRM Work Harder
We help businesses plan, set up, customise and integrate Salesforce, so your sales, service and marketing teams work from one clean, automated system they actually enjoy using.
✓Implementation & setup
✓Custom automation
✓Ongoing admin support
Sample CRM pipeline
Sales pipeline
Today
New lead · Website
Assigned automatically
New
Opportunity · Proposal
Follow-up task created
In progress
Deal · Closed won
Sent to accounts team
Won
Support case
Routed to service team
Open
Lead auto-assigned
To sales rep · just now
Dashboard updated
Pipeline · Forecast
What we work with
Sales Cloud ✦ Service Cloud ✦ Experience Cloud ✦ Flow automation ✦ Apex & LWC ✦ AppExchange apps ✦ Data migration ✦ API integrations
Get the Full Value from Your Salesforce Investment
Salesforce is one of the most powerful CRMs available, but many businesses only use a small part of it. Duplicate records, manual follow-ups, confusing screens and reports nobody trusts lead to low adoption, and the CRM becomes an expensive address book.
As Salesforce consultants, we start by understanding your sales and service process, then set up, customise and automate Salesforce around it. We connect it with your website, forms and business apps, clean up your data and train your team, so everyone works from one reliable system. Need a fully custom system instead? See our custom software development.
✓Salesforce implementation
✓Custom objects & fields
✓Flow & process automation
✓Reports & dashboards
✓Third-party integrations
✓User training & support
One source of truth
Sales, service & data
Salesforce Consulting Services
Whether you're new to Salesforce or need to fix and improve an existing setup, we cover everything from planning and configuration to development, integration and support.
Salesforce Implementation & Setup
A complete Salesforce setup planned around your sales and service process: users and roles, page layouts, lead and opportunity stages, email templates, reports and dashboards, so your team can start working from day one.
Customisation & Development
Custom objects, fields, Apex code and Lightning components for needs standard features can't meet.
Automation with Flow
Automate lead assignment, approvals, follow-up tasks, reminders and email alerts.
Salesforce Integration
Connect Salesforce with your website forms, ERP, accounting, payment, email and WhatsApp tools.
Data Migration & Cleanup
Move data from spreadsheets or another CRM, and remove duplicates and outdated records.
Salesforce Admin Support & Training
Ongoing admin help for new users, changes, reports and fixes, plus simple training so your team gets the most out of Salesforce every day.
A Messy CRM vs a Well-Run Salesforce
Having Salesforce isn't the same as getting value from it. The difference is in how it's set up, automated and supported.
Poorly set-up CRM
✕Duplicate and outdated records
✕Manual data entry and follow-ups
✕Reports nobody trusts
✕Low team adoption
✕Not connected to your website or tools
✕Cluttered screens and unused fields
✕No one to call when things break
Webcore-managed Salesforce
Recommended
✓Clean, de-duplicated data
✓Automated lead routing and follow-ups
✓Dashboards your managers rely on
✓Simple screens your team enjoys using
✓Connected to your website, ERP and apps
✓Set up around your sales process
✓Ongoing admin help and training
Our Salesforce Consulting Process
A clear, five-step approach that gets Salesforce working for your team without disrupting your day-to-day business.
Book a Free Consultation →01
Discovery & CRM Audit
We learn how your sales and service teams work, and review your current CRM, data and pain points.
02
Solution Design
We map your process to Salesforce: objects, stages, automation, integrations and reports, and agree the plan with you.
03
Configuration & Development
We configure Salesforce, build automations and custom features, and connect the tools your business relies on.
04
Data Migration & Testing
We clean and import your data, then test every workflow with your team before going live.
05
Training, Go-Live & Support
We train your users, launch smoothly and stay on hand for admin support, fixes and improvements.
Salesforce Consulting FAQs
Answers to common questions about our Salesforce services.
01What does a Salesforce consultant do?
A Salesforce consultant helps you plan, set up and improve Salesforce so it fits the way your business works. That includes configuration, automation, custom development, integrations, data migration, reports and user training.
02We're new to Salesforce. Can you set it up for us?
Yes. We help you choose the right setup, configure users, roles, sales stages, page layouts and reports, import your data and train your team, so you can start using Salesforce with confidence.
03Can you fix or improve our existing Salesforce setup?
Yes. We audit your current org, clean up unused fields and duplicate data, fix broken automations and simplify screens, so your team actually wants to use the CRM.
04Can you integrate Salesforce with our website and other tools?
Yes. We connect Salesforce with website forms, WordPress, e-commerce stores, ERP and accounting software, payment gateways, email and WhatsApp, so leads and data flow in automatically.
05Can you migrate data from spreadsheets or another CRM?
Yes. We migrate data from Excel, Google Sheets and other CRMs such as Zoho or HubSpot, cleaning and mapping it correctly so nothing important is lost.
06How much do Salesforce consulting services cost?
It depends on the scope, from a one-time setup or fix to ongoing support. We share a clear quote after a free consultation. Salesforce licence fees are paid directly to Salesforce and are separate from our consulting fees.
07Do you provide ongoing support and training?
Yes. We offer ongoing Salesforce admin support for new users, changes, reports and fixes, plus training sessions for new and existing team members. Need a custom system alongside it? See our custom software development services.