Salesforce consulting and support
Helping organisations use Salesforce in a practical and effective way
Salesforce can transform how organisations manage customers, sales and operations, but only when it is set up to reflect how your business actually works. We help organisations across Scotland configure, implement and improve Salesforce so it becomes a system people want to use, not another tool that gets ignored.
Whether you are starting from scratch or trying to get more value from an existing setup, we work with you to make Salesforce clear, structured and genuinely useful.
Common problems that we help solve
- Customer enquiries managed through shared inboxes
- Data spread across multiple spreadsheets
- Limited visibility across sales, service and marketing
- Poor reporting and unclear performance metrics
- Systems that do not talk to each other
Our Salesforce services
Sales and service processes
We can help you with
- Bringing customer enquiries, leads and prospects into Salesforce
- Integrating website enquiries and email with Salesforce
- Designing structured sales and customer service processes
- Categorising and managing enquiries, opportunities and cases
- Building reports and dashboards for sales and service performance
- Training sales teams, support teams and managers to use Salesforce confidently
Marketing and customer communication
- Turn static distribution lists into segmented audiences using Salesforce data
- Improve data structure and categorisation to support better targeting and reporting
- Connect Salesforce to your chosen email platform, or send emails directly from Salesforce
- Align marketing and sales activity so you can report on outcomes and ROI
Replacing spreadsheets
Almost every organisation we work with relies on spreadsheets for critical processes. While familiar, spreadsheets limit visibility and are difficult to maintain as businesses grow.
We help you to:
- Customise Salesforce to reflect the data captured in your core spreadsheets
- Build actionable processes in Salesforce around the data
- Report on and visualise the spreadsheet data within Salesforce
- Improve adoption by making Salesforce the source of key data
- Achieve greater return on your Salesforce investment
System integration
- Defining the data flows around their key processes
- Managing the touchpoints between systems
- Carrying out API development work to integrate Salesforce
- Working with application providers to integrate Salesforce with their systems
ERP and advanced use cases
- Assessing ERP requirements alongside Salesforce usage
- Customising Salesforce where appropriate
- Evaluating ERP tools when Salesforce alone is not suitable
- Integrating Salesforce with finance, inventory or purchasing systems
“I wanted to get up and running with a survey tool quickly and without having to redesign our existing processes. We’ve worked with Cairies for a long time and because they know our business so well, I knew they could help us implement something effectively, without requiring a lot of my team’s time.
The result was a simple, actionable process that allows us to formalise the valuable feedback we get from our customers.”
Get more from Salesforce with marketing automation
If you’re using Salesforce but still sending manual emails or relying on static lists, Marketing Automation can help you segment properly, nurture leads, and track performance.
FAQ
Your questions answered
Is Salesforce the right CRM system for my organisation?
There are many CRM systems to choose from, so what makes Salesforce a good fit for your organisation? We use these criteria when helping customers who are considering Salesforce:
- You want a system that can be shaped around how your organisation works – not change how you work to fit a system
- You want a system capable of adapting to change quickly
- You want a system that can scale easily as you grow
- You want a platform that can continually improve your organisations processes
- You want to embed CRM as part of your organisational culture
There are different versions of Salesforce. Which one do I need?
Trying to understand which edition of Salesforce your organisation needs can be difficult. There can be many things that influence the decision, but here is our high-level guide to help get started:
- Essentials Edition – less than 10 users. No integration requirements. Simple workflow requirements. No need to control who can see specific data in Salesforce
- Professional Edition – More than 10 users. Potential integration with other systems. Simple workflow requirements. Some control required over who can see specific data in Salesforce
- Enterprise Edition – Integration with other systems. More complex workflow required. Granular control over who can see specific data in Salesforce. Potential custom user interface development
Most of our customers use Professional Edition, and it is a good starting point for most small to medium organisations.
What does a typical Salesforce implementation involve?
Rolling out Salesforce to your organisation will involve these types of activities:
- Application setup – configuration for your brand, user permissions, products, mobile access and more
- Processes – aligning Salesforce to the processes within your business
- Data – bringing any existing data you may have into Salesforce
- Reporting – building the key reports that give you insight into the data held in Salesforce
- Integration – getting Salesforce to work with things like Outlook
- Training – making sure your users know how to succeed with Salesforce
A basic implementation can take as little as 40 hours, cost around £3600, and take a few weeks. Implementation costs and timelines vary based on the scope and complexity, and we work with clients to produce a realistic quotation based on their requirements.
Do I need a partner to help me set it up?
Getting things setup and embedded correctly from the very start is so important to the overall success of Salesforce in your organisation. Partners are experts in guiding organisations through these critical initial steps and can get you up and running quickly and efficiently.
Quite a few of our customers have tried implementing Salesforce themselves before reaching out to us for help. Whilst it’s fantastic to have someone within your organisation who is empowered to own and look after Salesforce, using a Partner at the start of your Salesforce journey can often prove a worthwhile investment.
What else should I know before buying Salesforce?
- Try and speak to friends and colleagues at other organisations who have used Salesforce to get insight into their Salesforce journey
- Have a conversation with your local Salesforce Partner before engaging with Salesforce to get an honest opinion on what your organisation really needs
- It isn’t possible to downgrade your Salesforce instance i.e., Enterprise to Professional. So, keep things simple at the outset and upgrade when you grow
- The longer the contract you agree with Salesforce, the more discount you will receive off the list price
- Organisation culture plays a massive role in the success of Salesforce. Consider including the senior leadership of your organisation as Salesforce users, and make them part of your processes
We want to extend our use of Salesforce to more of our organisation. Can you help?
Absolutely! We always enjoy working with customers who need to expand their Salesforce use beyond their initial use case. Usually, this involves bringing customer service onboard after a successful sales team rollout. Sometimes it’s looking to project management solutions on Salesforce. Whatever you’d like to do with Salesforce next, we’d love to be part of your journey.
We have Salesforce but don’t use it very well. How can we do more with it?
We’ve worked with many organisations that weren’t getting the results they had hoped for from Salesforce. We can help examine your Salesforce use today, work with you to define a roadmap of what you’d like to achieve, and relaunch Salesforce within your organisation.
Can Salesforce help reduce the time we spend manually producing reports every month?
We’ve worked with several customers to use this as the mechanism to relaunch their Salesforce journey. By gathering all of the outputs that they need within their organisation and working backwards to allow Salesforce to produce this information, we dramatically increase the usefulness and adoption of Salesforce.
How can I integrate Salesforce with our finance system?
A CRM system is only as good as the data that it contains. Good data leads to good adoption and better processes. Accessing and integrating data from finance systems is often a great way to provide trusted data to your users and further embed Salesforce within your organisation’s processes.
We’ve worked with several customers to integrate Salesforce with their chosen finance package, often using third-party integration software to make the integration quick and straightforward.
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Need help getting more from Salesforce?
If you want clearer processes, better data and a Salesforce setup that fits your organisation, we’d love to talk – book a call with us today.
What you can expect when you work with us:
- Practical advice that fits your organisation
- Clear communication from real people
- Long term partnership
- Practical advice that fits your organisation
Don’t like forms? Alternatively, we can also be contacted on +44 7811 111 620
What you can expect when you work with us:
- Practical advice that fits your organisation
- Clear communication from real people
- Long term partnership
- Practical advice that fits your organisation