Your website brings the leads in. Connecting it to Salesforce should make sure every one is captured, followed up and turned into business. When it fits the way you work, Salesforce is an incredibly valuable tool. When it doesn’t, your team works around it.
That’s rarely a technology problem. Salesforce is capable and well designed. The trouble usually comes from how it’s been set up: clunky screens, processes that don’t match how you work, too much manual data entry and reports nobody trusts. That’s what stops teams using it, and what stops it paying for itself.
Which one sounds like you?
- You love Salesforce, but deep down you know you haven’t found the pot of gold others rave about.
- You don’t love Salesforce, and you’re frustrated that you can’t even see the pot of gold.
Either way, we can help.
New to Salesforce?
We start with a fact-find call to understand how you win and manage business today. Then we set Salesforce up around the way you actually work, connected to your website from the start.
Just starting out? Salesforce Free Suite is free for up to two users. We’ll set it up for you, connect your website form and show your team how to use it, so you’re up and running quickly.
Already have customer data? You don’t have to start from scratch. Whether your contacts and leads are in Excel, another CRM or an email system, we’ll export, clean up and load them into Salesforce, so everything is in one place from day one. Your team can also add new leads directly in Salesforce, alongside the ones coming in from your website.
Already using Salesforce?
We start with a Salesforce Health Check: a fact-find call and a full review of your org, mapped against how your business actually runs. We score it across the five areas that make the biggest difference:
- Data reliability & visibility
- Process simplicity
- Automation & AI adoption
- User experience & engagement
- Reporting accuracy & availability
You get a clear picture of where things don’t match up and cause delays, errors and frustration with a prioritised plan to fix what matters most first.
Lyndsey takes care of:
- Realigning Salesforce to your business processes
- Importing your existing data from Excel or other systems
- Cleansing and de-duplicating your data so it’s accurate and trustworthy
- Simplifying screens, fields and workflows so they’re quick to use
- Connecting your website, so leads land in Salesforce automatically
- Building dashboards and KPI reporting, from individual rep to board level
- Training your team so they’re confident from day one
We specialise in Sales Cloud, Financial Services Cloud and Experience Cloud, backed by 25 years’ hands-on Salesforce experience.
Ready to find your pot of gold?
Book a free 30-minute review. We’ll look at your Salesforce, your website or both, and give you honest, practical ideas to get more from them. Call Lyndsey on 07930 959329 or use our contact form.