Salesforce CRM Solutions
Salesforce Consulting & Implementation Services
Give sales, service and operations a shared view of the customer. Macrofix helps you implement and improve Salesforce with clear processes, useful automation, connected data and practical training for the people who use your CRM every day.
PLAN YOUR CRM PROJECT
Make Every Customer Handoff Work Better
A CRM should help your team decide what to do next, not become another place to maintain incomplete records. Macrofix Salesforce consulting and implementation services focus on the customer journey: capturing a lead, qualifying an opportunity, handing over a sale and resolving a service request.
We begin by defining the stages, ownership rules and information each team needs. That process guides the data model, permissions, automation and reporting, so configuration supports your operating model rather than adding unnecessary complexity.
For a new implementation, we build an agreed delivery plan. For an existing Salesforce environment, we review the areas causing friction and prioritise improvements to adoption, data quality and maintainability.
Salesforce Services From Strategy to Everyday Adoption
Choose a focused assessment, an implementation project or ongoing support. Each engagement identifies the business decisions, technical dependencies and acceptance criteria needed to move forward.
CRM Consulting & Salesforce Implementation
Translate your sales and service processes into a practical CRM design. We plan objects, fields, lifecycle stages, assignment rules, access and dashboards around real user scenarios. Business owners review the design before configuration, and the rollout scope separates essential launch capabilities from later enhancements.
- Sales and service process discovery with fit-gap assessment
- CRM data model, permissions and lifecycle configuration
- Role-based dashboards and reporting requirements
- Implementation scope, responsibilities and acceptance criteria
Salesforce Customization & Flow Automation
Automate repetitive work without making the CRM harder to maintain. Salesforce Flow supports business-process automation and can be extended with Apex and Lightning web components. We evaluate configuration first, use custom development where justified and document dependencies, error paths and regression tests.
- Custom objects, fields, page layouts and validation rules
- Salesforce Flow automation and approval processes
- Apex and Lightning web components where justified
- Documented deployment and regression-test plans
CRM Data Migration & Integration
Bring customer data into Salesforce with a clear plan for quality and ownership. We map accounts, contacts, leads, opportunities and relevant history, identify duplicates and validate relationships through trial migrations. For connected applications, we define which system owns each field and how changes, failures and retries should be handled.
- Source-data profiling, deduplication and migration mapping
- Accounts, contacts, leads and opportunity relationships
- Trial imports with business-led validation and reconciliation
- API mapping, error handling and cutover coordination
User Training & CRM Adoption
Adoption depends on whether people can complete their work confidently. Training uses your sales and service scenarios, while business-led testing checks handoffs across teams. Managers receive reporting guidance and administrators receive the documentation needed to maintain the configuration.
- Role-based training for sellers, service teams and managers
- User acceptance testing with representative customer journeys
- Administrator handover, launch guidance and adoption review
Salesforce Administration & Managed Support
Keep your Salesforce organisation aligned with changing teams and processes. A scoped support engagement can cover user administration, configuration requests, automation troubleshooting and release-readiness reviews. We agree coverage hours, response targets, escalation paths and change approval responsibilities before support begins.
- Org health review and prioritised improvement backlog
- Role, permission, data-quality and reporting administration
- Flow, integration and custom-code issue investigation
- Release testing and documented change control
Choose the Salesforce Capabilities Your Teams Need
Your Salesforce roadmap may span sales CRM, customer service, marketing, customer portals and analytics. We assess the workflows first, then confirm the products, editions and add-ons required. A capability appearing in the portfolio does not mean it is included in every subscription.
- Sales Cloud for lead, opportunity and pipeline workflows
- Service Cloud for case management and customer support
- Marketing capabilities and connected campaign journeys
- Experience Cloud for customer and partner portals
- Salesforce reporting, dashboards and Tableau integration
- Data 360 and Agentforce readiness, scoped to business needs
Get Your Data and Controls Ready for AI
AI becomes useful when it has reliable information and clear boundaries. Before an Agentforce pilot, identify the task it should perform, the data it may access, the actions it may take and when a person must step in. Test difficult cases as well as the expected path, and define how the team will monitor results.
Data 360, formerly Data Cloud, is part of Salesforce’s customer-data portfolio. We assess data sources, identity matching, consent requirements and access controls before recommending a data-unification project. Licensing, consumption and integration dependencies are reviewed as part of the scope.
- Choose a bounded AI use case and define success measures
- Review data quality, identity matching and permitted sources
- Define access controls, allowed actions and human handoff
- Test pilot behaviour and agree monitoring responsibilities
A Practical Salesforce Delivery Roadmap
Make progress visible through agreed deliverables. Start with a process and data assessment, validate the proposed design, then build in reviewable increments. Rehearse migration and test complete customer journeys before launch. After go-live, review adoption and unresolved issues against the original objectives.
- Discover: map customer journeys, systems and decision owners
- Design: agree the CRM model, access and integration boundaries
- Build: configure Salesforce and rehearse data migration
- Validate: test end-to-end journeys with business users
- Launch: approve cutover, train teams and review adoption
Connect Salesforce to ERP and Customer Systems
Customer-facing teams need the right operational context: order status, account information, service history and other agreed data from connected systems. We map those exchanges and assess native connectors, supported APIs or integration platforms before recommending custom work. Authentication, field ownership, synchronization frequency and failure handling belong in the design from the start.
Already using Odoo? Explore the existing Odoo Salesforce Connector as one option to evaluate against your requirements. We can also scope integration with SAP or NetSuite. Product compatibility, supported records and any additional work are checked before implementation.
- ERP customer, order and invoice information
- Ecommerce customer and order workflows
- Support platforms and customer-service handoffs
- Marketing applications and agreed campaign data
- Reporting platforms, data warehouses and BI tools
Frequently Asked Questions (FAQs)
The agreed scope can include CRM discovery, process design, configuration, data migration, integrations, testing, user training and launch support. We define the products, user groups, responsibilities and acceptance criteria before work begins. Existing Salesforce organisations can start with a focused assessment and improvement plan.
Yes, subject to an assessment of the source data and export options. We map relevant records and relationships, agree cleanup and deduplication rules, and perform trial imports before the final migration. The scope identifies which history and attachments are included, what must be retained elsewhere and how the business will validate the result.
Integration can connect agreed customer, order, invoice and other data between Salesforce and your business applications. We assess available connectors and supported APIs, define ownership and synchronization rules, and include authentication, error handling and monitoring in the design. Compatibility and any custom work are confirmed during discovery.
Cost depends on the products and editions selected, process complexity, user groups, data quality, integrations and custom development. Software subscriptions and any usage-based charges are separate considerations from implementation services. After discovery, we provide a scoped proposal with assumptions, deliverables and dependencies rather than an unsupported fixed estimate.
Yes. A scoped engagement can cover user and permission administration, configuration improvements, data-quality checks, reporting, automation troubleshooting and release testing. Coverage hours, response targets, escalation routes and change responsibilities are agreed before the engagement starts.
We can start with a readiness assessment that identifies a bounded use case, the data it needs and the actions it may perform. The pilot plan includes permissions, evaluation scenarios, human handoff and monitoring. Product availability, licensing and data dependencies are checked before implementation; AI is not a substitute for clear processes or accountable owners.
Let’s Plan Your Salesforce Roadmap
Share your current CRM, the teams involved and the customer processes you want to improve. We will help define the right starting point: a Salesforce assessment, implementation, integration, automation project or ongoing administration and support.