Salesforce CRM consulting & delivery

Salesforce Consulting, Implementation & Development

Make Salesforce work around your business. CRM Syntax helps small businesses, growing teams and enterprises implement, customise, integrate and optimise Salesforce CRM.

Discuss Your Salesforce Project

From a new Salesforce setup to complex enterprise development, we align your CRM with the way your teams sell, support customers and report performance.

Our services cover consulting, Sales Cloud and Service Cloud configuration, custom development, Flow automation, data migration, API integrations, reporting and ongoing optimisation. Comparing platforms? Explore our HubSpot consulting and implementation services.

Salesforce Services

Practical CRM expertise from planning and implementation to development and ongoing support.

Service 01

Salesforce Consulting

Get a clear CRM roadmap based on your processes, requirements, budget and growth plans.

  • Business process review
  • Requirements and gap analysis
  • Platform and cloud selection
  • Solution design
  • Adoption and training
Service 02

Salesforce Implementation

Set up Salesforce with the right data model, pipelines, permissions and reporting from day one.

  • Sales Cloud
  • Service Cloud
  • Objects and fields
  • Roles and permissions
  • Dashboards and reports
  • Onboarding and go-live
Service 03

Salesforce Development

Extend standard Salesforce functionality with maintainable custom features built around your needs.

  • Apex and triggers
  • Lightning Web Components
  • Custom objects and interfaces
  • SOQL and SOSL
  • Testing and deployment
Service 04

Salesforce Automation

Reduce manual work and improve consistency across lead handling, approvals and customer workflows.

  • Salesforce Flow
  • Lead assignment
  • Approval processes
  • Task and follow-up automation
  • Legacy automation updates
Service 05

Salesforce Integration

Connect Salesforce with the systems your business relies on, with reliable data flows and clear ownership.

  • REST and SOAP APIs
  • ERP and finance systems
  • Website and marketing tools
  • Support platforms
  • Middleware and sync design
Service 06

Salesforce Data Migration

Move to Salesforce or restructure existing CRM data with a controlled, validated migration process.

  • Data audit and mapping
  • Data cleansing
  • Deduplication
  • Test migration and validation
  • Cutover planning
Service 07

Salesforce Architecture, Optimisation & Support

Improve an existing Salesforce org, plan scalable architecture and get ongoing technical support as your business changes.

  • CRM health checks
  • Performance and data quality
  • Security and access review
  • Release and deployment planning
  • CPQ and complex sales processes
  • Ongoing administration

A Clear Salesforce Delivery Process

Defined scope, practical milestones and a solution your team can maintain.

1

Discover

Review your processes, users, data, systems and business goals.

2

Design

Agree the solution, priorities, integrations and delivery plan.

3

Build & Test

Configure Salesforce, develop required features and validate workflows.

4

Launch & Improve

Support go-live, train users and refine the CRM as needs evolve.

Salesforce for Small Businesses and Enterprises

The scope is tailored to your team, complexity and growth stage.

Small businesses

Start with clean pipelines, lead follow-up, essential automation and simple reporting—without unnecessary complexity.

Growing organisations

Connect sales, service and marketing workflows, migrate data and improve visibility across teams.

Enterprise teams

Address custom development, complex integrations, governance, security and scalable architecture.

Why Work with CRM Syntax?

Business-focused Salesforce expertise, from strategy through implementation.

Business-first solutions

We design around your real processes and outcomes, not features for their own sake.

Technical and functional delivery

Consulting, configuration, automation, development and integration coordinated in one project.

Support beyond launch

Keep improving data quality, reporting, workflows and user adoption after go-live.

Salesforce Consultants in the UK, USA, Ireland & UAE

CRM Syntax supports businesses across the United Kingdom, United States, Ireland and United Arab Emirates through remote workshops, implementation, development and ongoing CRM support.

Salesforce Services FAQs

Answers to common questions about Salesforce consulting and delivery.

What Salesforce services do you provide?

We provide Salesforce consulting, implementation, custom development, Flow automation, integration, data migration, reporting and ongoing optimisation.

Can you implement Salesforce for a small business?

Yes. We can start with core CRM setup, pipelines, lead management, automation and reporting, then expand the system as your needs grow.

Can you support an existing Salesforce org?

Yes. We can review your current setup, resolve workflow or data issues, improve reporting, build enhancements and provide ongoing administration.

Can you integrate Salesforce with our other systems?

Yes. Depending on your systems and requirements, integrations can use REST or SOAP APIs, middleware and scheduled or event-driven data sync.

Can you migrate data into Salesforce?

Yes. We plan data mapping, cleansing, deduplication, test loads, validation and cutover to reduce disruption and improve data quality.

How much does Salesforce implementation cost?

Cost depends on scope, users, Salesforce products, data quality, integrations and custom development. We recommend a discovery discussion before providing a tailored proposal.

Do you provide Salesforce consulting internationally?

We support businesses in the UK, USA, Ireland and UAE. Contact us to discuss your location, requirements and working hours.

Should we choose Salesforce or HubSpot?

Salesforce can suit complex processes and extensive customisation; HubSpot can suit teams seeking closely connected marketing, sales and service tools. The best choice depends on your workflows, budget, integrations and growth plans. See our HubSpot services.

Ready to Improve Your Salesforce CRM?

Tell us what you need to implement, integrate or improve. We’ll help you identify the right next step for your Salesforce project.

Book a Salesforce Consultation

Exploring both platforms? View HubSpot services or contact CRM Syntax.