Salesforce consulting
Salesforce consulting services for businesses in the UK, USA, Ireland and UAE
Align your teams with a single view of the customer. We configure, extend and integrate Salesforce so your people close deals faster and win more business.
Salesforce services
Practical advice and technical delivery matched to your business.
Sales Cloud
Align the pipeline with the customer journey for a single view of every account.
Service Cloud
Case management and self-service that build customer loyalty.
Apex & Lightning
Custom code, triggers and Lightning Web Components when clicks are not enough.
Flows & Automation
Approvals and process automation, including moving old Workflow Rules to Flow.
Integrations
Connect ERP, finance, websites and marketing tools through APIs.
Data Migration
Plan, extract, transform, load and validate with clean, deduplicated data.
Dashboards & Reporting
Reports for pipeline health, conversion and team activity.
Security & Admin
Permissions, training and ongoing administration.
Org Health Check
Audit usage and gaps so the platform maps to goals.
Why businesses trust CRM Syntax
How we engage
Start with an audit, build with a plan, then keep improving with ongoing support.
Our methodology
A clear delivery process with practical milestones and a smooth handover.
Measure
Goals must be measurable before they can be delivered.
Strategize
Clear planning and defined scope come before any build.
Analyze
Benchmarks and KPIs create levers for future success.
Optimize
Insights are reviewed and improved continuously.
Frequently asked questions
Straight answers to common project questions.
How long does a Salesforce implementation take?
Focused setups take a few weeks. Larger projects run in phases with clear milestones.
Can you move us from Classic to Lightning?
Yes, including training so users adopt the new interface.
Can you integrate Salesforce with our ERP?
Yes, using APIs or suitable integration tools.
Speak with an expert
Tell us what you want to achieve. We will suggest the right next step with a no-obligation discussion and a proposal based on your requirements.
- 📧 info@crmsyntax.com
- 🌍 Remote services for the UK, USA, Ireland and UAE
- ✅ Practical platform and implementation advice