Straight answers to the questions we hear most — about how we work, what it costs, and what happens once your system is live. Can’t see yours? Just ask.
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No. We build a new Salesforce org from scratch as often as we fix one that has drifted. Whether you are moving off spreadsheets or you have inherited a messy org, we start from where you actually are.
No. We work with small and mid-sized UK businesses that sell something and want their sales process to be clearer. If Salesforce feels heavier than it should, that is exactly what we make simpler.
Yes. We work with UK businesses wherever they are — on-site where it helps and remotely where it does not. Location does not change how we build, or how we support your team afterwards.
Salesforce (Sales Cloud) runs your pipeline — accounts, contacts and deals. Account Engagement is its B2B marketing side — email, forms, nurture and lead scoring. They are separate Salesforce products. Whether the marketing side earns its place depends on how you win customers: it tends to make sense once a Sales Cloud setup is mature and there is a real need to nurture and score leads at scale. Plenty of businesses run perfectly well on the CRM alone — so where we see a genuine need we will say so, but the decision is always yours.
It depends on the state of your data and how much you want to automate. We scope in sensible tiers and agree the price before any work begins, so there are no surprises. Most engagements open with the free Reality Check — a short, low-commitment assessment that shows where you stand.
Almost always with the free Reality Check — a short, low-commitment assessment. We look at your data, your pipeline and how your team actually works, then come back with a clear scope and a fixed price before you commit to the build. You will know exactly what you are getting — and what it costs — before anything begins.
A focused first phase is usually weeks, not months. We start where it matters most, get you a system you can use, then build from there — rather than disappearing for a quarter.
We keep disruption to a minimum. Most of the setup happens in the background, and we roll changes out in stages rather than switching everything over at once — so your team keeps selling while we build.
We hand it over properly, with training and plain documentation, so your team can run it without us. Ongoing support is there if you want it, but you are never locked in.
Yes. Every engagement includes training and clear documentation, so your team is confident from day one. If you want us on hand afterwards we offer ongoing support — but it is optional, never a condition of the work.
The system is yours, and so is full access to it. We build in a way you can maintain, document how everything fits together, and show your team how to make everyday changes without us. You are never locked out of your own Salesforce.
Still have a question?
Tell us where your system is getting stuck. We will give you a straight answer and a clear next step — no obligation.