Salesforce Implementation and Consultancy

So you’re considering investing in Salesforce? Good work, it’s the number one CRM platform on the market. We’ll not only build it, we’ll customise it specifically for your business. See, told you we’re super.

implementation Implementation and Consultancy

Why Choose CloudSocius?

  • We’re experienced – We’ve implemented Salesforce for hundreds of users across many different industries.
  • We’re flexible – We go above and beyond for our clients. It’s all part of the service. We want our customers to choose what’s right for them that fits their requirements and timeline.
  • We’re certified – We’re a registered consulting partner of and our experts are certified and up to date on the latest products and offerings on the platform.
  • We’re determined – We have a ‘heroes’ culture here at CloudSocius and we strive to deliver a service that is second to none. That’s why 100% of our customers to date would recommend us.
  • We’re approachable – Talk to us about any part of your project at anytime. We want to know what you think and we love a good chat!
  • We’re an all round good bunch – We love what we do and will make sure your implementation is as painless as possible!

The CloudSocius ‘Quick Start’

Our Salesforce ‘Quick Start’ is perfect for small businesses looking to get Salesforce off to a flying start, ASAP. Most of the organisations that go for our fast start system don’t currently have a CRM system in place. A lot of them are using Excel to record information and it’s proving inefficient. If that sounds like you, think of ‘Quick Start’ this way – minimal cost, minimal fuss. Take a look at what’s included in our ‘Quick Start’ service below. And let us know if you want to swap some of the points with more important tasks specifically for you. It’s important to us that you get the best out of the service.

What’s included?

  • Basic set up
  • Add all users
  • Set hirearchy, profiles and roles
  • Branded instance
  • Best practice custom security
  • 1 x AppExchange app install
  • 1 x Salesforce – Outlook setup
  • 1 x Web tab / 1 frame
  • 20 custom fields, 5 record types and 3 page layouts
  • 1 custom object
  • 2 email templates
  • 3 workflow rules
  • 5 custom reports and dashboards
  • 5 validation rules
Data Migration

We send you the format required. You format your data and send it back. We map it to SFDC and upload it for you.

Other Salesforce Services

manage service Implementation and Consultancy

Managed Service

It’s out of this world. That’s why it’s our bestselling service. With it, you’ll have your very own hero to hand for all your administration needs. All for a low, fixed monthly cost!

Call on us to save the day!

Now taking rescue requests! Speak to a hero about your Salesforce needs today