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Salesforce consulting: CPQ, Sales Cloud and Marketing Cloud connected as one system

Services

Salesforce Consulting

SALESFORCE, ORCHESTRATEDwith PRECISION andQUIET MASTERY.

Salesforce is extraordinarily powerful, and only as elegant as its implementation. We begin with your revenue process, not the product catalogue, then shape CPQ, Sales Cloud and the Marketing Cloud family into one coherent system that sells, nurtures and reports in harmony.

Whether you are launching your first org, rescuing an over-customised one or connecting marketing to revenue, our consultants bring clean architecture, thoughtful automation and adoption-first training.

Salesforce Sales Cloud pipeline and forecast dashboard

SignatureCPQ · Sales Cloud · Marketing Cloud

Salesforce CPQ quote document with approvals

Salesforce CPQ, Sales Cloud, Marketing Cloud, Pardot (Account Engagement) and Marketing Cloud Next, implemented and refined by seasoned specialists.

We configure, customise and integrate Salesforce so your quote-to-cash, pipeline and marketing journeys run with precision, and your teams actually love using them.

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What WeCraft

  1. 01Salesforce CPQ

    Product bundles, pricing rules, discount guardrails, approvals and branded quote documents for a flawless quote-to-cash.

  2. 02Sales Cloud

    Lead-to-opportunity journeys, territory and pipeline management, forecasting and dashboards leaders trust.

  3. 03Marketing Cloud

    Journey Builder, Email Studio and personalised cross-channel campaigns built on clean, consented data.

  4. 04Pardot · Account Engagement

    B2B lead scoring, grading, nurture programmes and engagement studio, aligned tightly with sales.

  5. 05Marketing Cloud Next

    Readiness and adoption of Salesforce’s next-generation marketing on unified customer data and AI agents.

  6. 06Integration & managed services

    Data migration, ERP and web integrations, health checks and ongoing admin and development support.

Marketing Cloud customer journey canvas
Salesforce CPQ quote document with approvals

The FinerDetails

What you receive

  • Org audit & solution blueprint
  • CPQ product & pricing model
  • Process automation with Flow
  • Marketing journeys & lead scoring
  • Data migration & integrations
  • Admin training & adoption playbook

Platforms & technology

  • Salesforce CPQ
  • Sales Cloud
  • Service Cloud
  • Marketing Cloud
  • Account Engagement (Pardot)
  • Marketing Cloud Next
  • Data Cloud
  • Experience Cloud

A RefinedProcess

  1. 01Discovery

    Every engagement begins with listening: your customers, your process, your ambitions, and what success should feel like a year from now.

  2. 02Design

    Strategy becomes architecture, wireframes and prototypes, refined together until every screen and every workflow has a reason.

  3. 03Engineering

    Our engineers and Salesforce specialists build in transparent sprints, with demos, testing and documentation at every step.

  4. 04Launch & care

    After launch we stay close: monitoring, training, optimising and evolving so your platform keeps getting better.

Questions,Answered

What does a Salesforce CPQ implementation involve?

We model your products, bundles and pricing rules, configure discounting and approval workflows, design quote templates and integrate CPQ with Sales Cloud and finance, so reps produce accurate quotes in minutes.

Should we choose Pardot or Marketing Cloud?

Pardot (now Marketing Cloud Account Engagement) excels at B2B lead nurturing aligned with sales. Marketing Cloud Engagement suits high-volume, cross-channel B2C journeys. We assess your audience, volume and data to recommend the right fit.

What is Marketing Cloud Next?

It is Salesforce’s next generation of marketing, built natively on the Salesforce platform with unified data and AI agents. We help teams evaluate readiness, plan migration and adopt it with confidence.

Can you fix an existing Salesforce org?

Yes. Our org health check identifies technical debt, redundant automation and data quality issues, followed by a prioritised roadmap to simplify and optimise.

OUTCOMES that MATTER

Customers Who Return — Build loyalty

Thoughtful, personal messages at exactly the right moment, turning first-time buyers into loyal regulars.

Next service

AI Integration

AI agents and assistants woven into your business: Salesforce Agentforce, Claude and automation that answer customers, capture leads and take work off your team.

Begin your digitalmasterpiece now