Salesforce Consulting Services

CRM and business process consultancy, in a language you can understand.

Connecting Business is a Registered Salesforce Consulting Partner. For over 30 years we've helped organisations get more from their sales, service and marketing technology — not by starting with the software, but by starting with your business. Our certified Administrators, Developers and Architects work alongside you to design, build and support a Salesforce platform that fits how you actually work, and that grows with you.

Below is an outline of the core services we provide as a Salesforce partner, from first strategy conversation through to long-term managed support. If you can't see exactly what you need, get in touch — chances are we've solved something similar before.

Salesforce Strategy & Discovery

Before we touch any configuration, we invest time understanding your business — your processes, your goals, and the way your teams actually sell, service and market. This discovery phase shapes a Salesforce roadmap that supports company growth and profitability, rather than a system built around the software's defaults.

• Business process review and requirements gathering
• Salesforce roadmap and platform strategy
• Org health checks for existing Salesforce instances
• Licence and edition advice, so you only pay for what you need

Implementation & Configuration

Whether you're moving to Salesforce for the first time or rolling out a new cloud, we handle end-to-end implementation — from initial build through to go-live and beyond. We configure objects, fields, automation, page layouts and permissions so the platform reflects your business, not a generic template.

• New Salesforce org setup and configuration
• Process automation (Flow, approval processes, assignment rules)
• Reports, dashboards and forecasting tools
• Security, sharing rules and user permission design

Sales Cloud

We configure Sales Cloud around your real sales process — lead management, opportunity stages, pipeline visibility and quoting — so your team spends more time selling and less time wrestling with the CRM.

Service Cloud

For support and customer service teams, we implement Service Cloud to manage cases, knowledge, omni-channel routing and SLAs, helping your team resolve issues faster and give customers a more consistent experience.

Marketing Cloud & Account Engagement (Pardot)

We set up and connect your marketing technology to Salesforce — automated journeys, email campaigns, lead scoring and nurture programmes — so marketing and sales are working from the same data and the same view of the customer.

Experience Cloud (Communities & Portals)

We build customer, partner and employee portals on Experience Cloud, including deal registration and partner portals, self-service case logging, and knowledge sharing — extending Salesforce securely beyond your internal teams.

CPQ, Billing & Subscription Management

For businesses selling SaaS, software, hardware or services through subscription and multi-tier models, we configure Configure-Price-Quote (CPQ) and billing tools to handle complex pricing, renewals and recurring revenue accurately.

Customisation & Development

Where standard configuration isn't enough, our certified developers build custom solutions on the Salesforce platform — from Apex and Lightning components to bespoke AppExchange applications — so the system can do exactly what your business needs it to.

• Custom Lightning components and Apex development
• AppExchange app configuration and development
• eSignature technology integration
• CTI and phone system connectivity

Integration Services

Salesforce rarely sits in isolation. We connect it to the other systems that run your business, so data flows in one direction and everyone is working from a single source of truth.

• Financial system integration (ERP, accounting platforms)
• Marketing automation platform integration
• Project management tool integration
• Third-party and custom API integrations

Data Migration & Management

Moving from spreadsheets, legacy CRM or another platform brings risk if it's rushed. We plan and run data migrations carefully — cleansing, de-duplicating and mapping data — so what lands in Salesforce is accurate and usable from day one.

Analytics, Reporting & AI

We help you turn Salesforce data into decisions — through native reporting and dashboards, deeper analytics tooling, and Salesforce's AI capabilities (including Einstein and Agentforce) configured to support your team rather than replace their judgement.

Managed Services & Ongoing Support

Salesforce isn't a one-off project — your business changes, and your system should keep pace. Our managed services give you ongoing access to certified Admins, Developers and Architects for day-to-day changes, troubleshooting and continuous improvement, without the overhead of hiring in-house.

• System Administrator tasks and day-to-day support
• Proactive monitoring and release management
• Ongoing enhancements and change requests
• Ad hoc or retained support arrangements

Training & User Adoption

A great implementation only pays off if people use it. We provide training and education tools tailored to different roles, encouraging genuine user adoption rather than a system that's ignored after go-live.

Why Connecting Business

• Registered Salesforce Consulting Partner with certified Admins, Developers and Architects
• 30+ years' experience selling and supporting SaaS, software, hardware and services
• We start with your business processes, not the software
• A collaborative approach — we work with your team and your other technology partners, not around them

How can our team help you today?

Get in touch to talk through your Salesforce challenge, wherever you are in the journey.