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Salesforce Partner

We build, configure, and run Salesforce - for any business

Whether you need Salesforce set up from scratch, an existing org cleaned up, or a custom solution built around your sales process - we can do it. Then connect it to Footprint WFM if you need to.

Talk to us about Salesforce → What we offer
Salesforce
Registered Partner
Salesforce Implementation & Consultancy
⚙️ Our services

Everything from first setup to ongoing support

We work with businesses of all sizes - whether you're new to Salesforce or have an existing org that needs attention.

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New Salesforce Implementation
Starting from scratch? We'll set up your Salesforce org, configure it around your sales process, import your data, and get your team up and running quickly.
🔧
Configuration & Customisation
Custom objects, fields, page layouts, validation rules, and automation flows - tailored to the way your business actually works, not a generic out-of-the-box setup.
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Process Automation
Automate repetitive tasks using Salesforce Flow - from lead assignment and follow-up reminders to quote generation and approval processes.
📊
Reports & Dashboards
Build the reports your management team actually wants to see - pipeline visibility, conversion rates, activity tracking, and forecasting in real time.
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Integrations
Connect Salesforce to your other systems - Footprint WFM, Sage 200, email platforms, or any third-party tool via API. Data flows where it needs to, automatically.
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Ongoing Support & Development
Need changes as your business grows? We offer ongoing support - from quick fixes and user queries to building new features as your requirements evolve.
📋 How it works

From conversation to live system

We keep the process straightforward - no jargon, no unnecessary complexity, just a Salesforce setup that works for your team.

1
Discovery call
We talk through your business, your process, and what you need Salesforce to do. No cost, no commitment.
2
Scoping & proposal
We put together a clear proposal covering what we'll build, how long it'll take, and what it'll cost.
3
Build & configure
We build your Salesforce environment, keeping you updated throughout and involving you in key decisions.
4
Training & handover
We train your team, hand over documentation, and stay available for support as you go live.
💼 Who we help

Salesforce works for almost any industry

We've configured Salesforce for businesses across a range of sectors - here are some common examples.

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Field Service Companies
Manage contracts, schedule jobs, track operatives, and connect directly to Footprint WFM for seamless field-to-office workflow.
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Professional Services
Track client relationships, manage project pipelines, automate proposals, and report on revenue and utilisation.
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Sales-led Businesses
Full CRM setup - leads, opportunities, quotes, and forecasting. Automate follow-ups and give your sales team a clear view of their pipeline.
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Facilities Management
Manage contracts and SLAs, track asset history, schedule maintenance visits, and report on compliance and job completion.
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Distribution & Logistics
Order management, customer accounts, delivery tracking, and integration with your ERP or finance system.
🤝
Charities & Non-profits
Salesforce offers significantly discounted licences for eligible charities. We can help you apply and get set up at reduced cost.
🔗 Better together

Salesforce and Footprint WFM - built to work together

When we build your Salesforce system, we can also connect it directly to Footprint WFM - so closed deals automatically become field jobs, and completed work feeds back into your CRM.

One team, two connected systems

Because we built both sides of the integration, there's no back-and-forth between different suppliers. We understand your Salesforce setup and your Footprint WFM configuration - which means the connection is faster to build and easier to maintain.

See how the integration works →

Ready to talk Salesforce?

Whether you need a full implementation or just some help with an existing org, get in touch and we'll take it from there.

Get in touch → View all integrations
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