Our Services
Practical Salesforce delivery, from day one.
Whether you're starting fresh, fixing what's broken, or looking for ongoing support — we have an engagement model that fits.
Every engagement is led by a senior Salesforce consultant. We don't pass work down to juniors or offshore it after the kickoff. What you see in the sales conversation is who delivers the work.
Salesforce Implementation
End-to-end delivery of a new Salesforce org — planned, configured, and launched by experienced consultants who have done it before. We take ownership of the process so your team can focus on running the business.
What's included
- Requirements gathering & scoping
- Data migration & cleansing
- Configuration & custom build
- User training & documentation
- Go-live support
Managed Services
Ongoing Salesforce admin support, continuous improvement, and strategic guidance — without the overhead of hiring in-house. We act as an extension of your team, available when you need us and always up to speed on your org.
What's included
- Dedicated monthly admin hours
- Monthly priorities & planning
- Bug fixes & enhancements
- Regular check-in calls
- Ad-hoc requests & fast turnaround
Solution Architecture
Strategic design before the build — so the right decisions are made early and do not need to be undone later. We work with your team to understand the business requirements and design a Salesforce architecture that is scalable and practical.
What's included
- Architecture design & documentation
- Data model & object planning
- Integration strategy
- Scalability & governance review
- Stakeholder-ready blueprint
Salesforce Health Check
A structured review of your existing Salesforce org to identify what is working, what is not, and what to do about it. We deliver clear, prioritised recommendations — not a list of observations with no next step.
What's included
- Org audit & technical review
- Technical debt assessment
- User adoption analysis
- Prioritised recommendations
- Written summary report
Salesforce Quick Start
A focused, time-boxed engagement to get Salesforce up and running for a specific team or use case — fast. Ideal for smaller organisations or teams who need results quickly without a lengthy project.
What's included
- Scoped delivery plan
- Core configuration
- User & profile setup
- Basic training session
- Handover documentation
Optimisation
For teams already on Salesforce but not getting enough value from it. We review how the platform is being used, clean up what is slowing you down, and improve the processes that matter most to your business.
What's included
- Process & workflow review
- Configuration cleanup
- Automation improvements
- Adoption & usage audit
- Admin team training
Automation
Reduce manual work and remove handoff errors by building reliable automation inside Salesforce. We design and configure flows, approvals, and process logic that run consistently — without needing someone to remember.
What's included
- Flow design & build
- Approval process configuration
- Trigger & logic setup
- Error handling & monitoring
- Testing & documentation
Integrations
Connect Salesforce to the other systems your team relies on — cleanly, reliably, and with the right data flowing in both directions. We handle the scoping, build, and ongoing monitoring so you do not have to.
What's included
- Integration scoping & design
- API & middleware configuration
- Data mapping & transformation
- Error handling & alerting
- Post-launch monitoring support
Scoping Session
A structured discovery engagement to define what needs to be built before any work begins. We facilitate workshops, capture requirements, and translate them into clear technical documentation your team and ours can build from.
What's included
- Stakeholder workshops & interviews
- Requirements capture & analysis
- Process mapping & gap analysis
- Technical specification document
- Solution options & recommendations
How we engage
Not every project looks the same.
We structure engagements around what the work actually needs — not a one-size-fits-all contract. Most clients use a combination over time.
Project
A defined scope, timeline, and outcome. Ideal for implementations, quick starts, architecture work, and one-off integrations.
Retainer
A fixed block of hours each month. Ideal for managed services, ongoing optimisation, and continuous admin cover.
Advisory
Strategic input when you need it. Ideal for health checks, architecture reviews, and AI or Agentforce planning.
Let's talk about what you need.
No long sales process. Just a conversation about your Salesforce challenges.
Book a discovery callOr email us at support@8grid.co.uk