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SaaS & enterprise platforms

Salesforce

The world's largest CRM: sales, service, marketing and commerce on one customer platform.

  • CRM and customer platform (SaaS)
  • Typical project: 8–20 weeks
  • Salesforce

Overview

Salesforce organises everything about customers: leads, opportunities, cases, campaigns and orders. Each “cloud” (Sales, Service, Marketing, Commerce, plus industry versions) shares the same customer record.

Admins build with clicks (Flow), developers with code (Apex and Lightning). Agentforce adds AI agents that work on CRM data.

Names you'll meet

  • Sales Cloud
  • Service Cloud
  • Tableau
  • MuleSoft
  • Slack

What's inside

  1. 1

    Sales Cloud

    Leads, accounts, opportunities and forecasts.

  2. 2

    Service Cloud

    Cases, knowledge, omni-channel routing and field service.

  3. 3

    Marketing & Commerce

    Campaigns, customer journeys and online stores.

  4. 4

    Platform

    Flow, Apex, Lightning and AppExchange apps.

  5. 5

    Agentforce

    AI agents that act on CRM data.

Is it right for you?

Best for

  • Sales and service teams that need one customer view
  • Complex B2B sales and account management
  • Industries with tailored clouds, such as financial services and health

Think twice if…

  • Your team is small and your pipeline simple; HubSpot or Dynamics 365 may cost less
  • You haven't priced editions and add-ons; licences add up quickly

Typical projects

  1. Sales Cloud implementation8–20 weeks
  2. Service Cloud contact-centre rollout3–6 months
  3. Org merge or clean-up8–20 weeks
  4. Managed admin and releasesOngoing · 3–12 months

Typical ranges, not quotes. Scope, data and team size move them most.

Roles you'll hire

  • Salesforce administrator
  • Salesforce developer (Apex / LWC)
  • Solution or technical architect
  • Business analyst
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Questions to ask a vendor

  1. 1Which partner tier are you, and which clouds are you strongest in?
  2. 2What will you build with Flow, and what with code?
  3. 3How will you migrate and de-duplicate our data?
  4. 4How do you handle three releases a year?

Find Salesforce partners

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