Too many fields and too much manual work
Review the steps your team actually follows. Simplify agreed layouts and views, make key fields clear and leave short instructions people can use.
Salesforce support / UK businesses
Salesforce support for a growing business
Salesforce can support a more involved sales process, but the setup still needs to make sense to the people using it. We help with everyday administration, reporting, Flow automation and disconnected data in an existing account.
Ask about Salesforce helpWHAT WE CAN FIX
Make the setup work for your team
Reports and forecasts are hard to trust
Check what a report counts, its filters, stage definitions and sample records. Trace missing or duplicate data before changing a dashboard.
Sales handovers get missed
Review ownership, routing and task creation. Agree which event should trigger the next step and who handles an exception.
Salesforce Flow errors or repeated actions
Investigate the trigger, entry conditions, permissions and failing element. Check fault handling and how the Flow behaves with missing values or repeated updates.
Information is scattered across systems
Agree which system owns each field and how records are matched. Review supported native connections, Zapier or Make.com, and any edition or API access requirements.
An implementation needs rescuing
Identify what the business needs now, what is safe to keep and which problems need a separately scoped repair. Major rebuilds, migrations and custom development are quoted as projects.
Illustrative task / not a client result
A deal is won, but delivery never hears about it
Check the stage change, the assigned owner and the information delivery needs. An agreed Flow or integration can create a task, notify the team and record the handover against the opportunity. Missing details go to review.
HOW THE WORK IS APPROACHED
How we carry out the work
Agree the process and baseline
Start with the sales process, users, affected records and a shortlist of problems. Check the account edition, access, dependencies and existing customisations.
Test before live changes
Use an appropriate sandbox or agreed test approach where available. Check representative records, permissions, repeat updates and failure cases before approval.
Leave a manageable setup
Record the change, who owns it and what to check next. Agree small follow-up work through a care plan; larger changes keep their own scope.
ONGOING IMPROVEMENT
Ongoing care for a setup that is already stable
A monthly plan can cover selected administration, small changes and a review of the next useful improvement. Agree one primary CRM account and one task in progress. We check the complexity and capacity before recommending a plan.
A new Salesforce implementation, substantial Flow redesign, Apex work, large migration or business-critical integration is not covered by a small monthly change allowance. These need a separate discovery, quote and delivery plan. Vendor licences and API access are separate.
See the monthly support plansCOMMON QUESTIONS
Questions about this service
Are you an official Salesforce partner?
No formal Salesforce partnership or certification is claimed. This is independent consultancy. We check the work and fit before agreeing an engagement.
Can you help with Salesforce Flow?
Yes, subject to the account and scope. Start with one failing or manual process. We agree the expected behaviour, investigate the relevant Flow and test an approved change. A major redesign gets a separate quote.
Will Salesforce connect to all our tools?
We check the edition, API access, supported actions, authentication and the other tool first. A listing in Zapier or Make.com does not mean every action is available in your account.
Does £295 cover a Salesforce rollout?
No. Improve is bounded care for an existing, suitable setup. Implementation, rescue work and substantial development are scoped and priced separately.
USEFUL FIRST CHECKS
Related troubleshooting guides
Tell us what you need help with
A few details are enough to check the fit and explain where to start. The scope and cost are agreed before paid work.
Ask about Salesforce help