We have small businesses get started with Salesforce Starter and Pro Suites
We place Salesforce CRM at the heart of your business, setting the technical foundation to scale your marketing and operations.
Our 4-step Salesforce setup
Simple, structured, and enhancing your business processes
Understand business goals, workflows, and pain points. Define project scope, key objectives, and success metrics.
Configure Salesforce to match business processes – custom fields, user roles, sales stages, data migration and basic automations.
We run User Acceptance Testing, train your team, and smoothly go live—ensuring Salesforce works as expected from day one.
Provide ongoing support to optimise usage and ROI. Update configuration and develop functionality further as the business grows.
Pricing
We make Salesforce cost-effective and less scary
Implementing and running Salesforce doesn’t have to cost tens of thousands of dollars.
We start with the simplest and easiest implementation so you get a return on your investment sooner.
Project Spotlight
Managing enquiries in a Sales Pipeline
CopyPipe offers content production and Marketing services to technology brands, and uses Salesforce Starter Suite to manage their pipeline of inbound leads.
