Salesforce Consulting
Get the most from Salesforce with a strategy built around your business goals, processes and customers.
- Salesforce strategy & roadmap
- CRM process review
- Solution design
- Automation & integration planning
- CRM optimisation
Turn Salesforce Into a CRM That Works for Your Business
Salesforce is more than a CRM. It is a powerful platform for connecting your customers, teams, data and business processes in one place.
At Toyn Consultancy, we help businesses make the most of Salesforce through practical consulting, implementation and optimisation. Whether you are moving to Salesforce for the first time, improving an existing setup or looking to unlock more automation and AI, we can help you build a Salesforce solution around the way your business actually works.
Make Salesforce work smarter. Make your business work better.
What We Help You Do in Salesforce
From first-time setup to advanced automation, we tailor Salesforce to how your team actually sells and supports customers.
Salesforce Implementation
From setup to launch, we help you build a Salesforce solution that works for your team.
- Salesforce configuration
- Customisation & workflows
- Data migration
- User setup & permissions
- Testing & launch support
Salesforce Onboarding
Help your team adopt Salesforce with confidence through practical onboarding, guidance and ongoing support.
- User onboarding
- Process guidance
- CRM best practices
- Adoption support
- Post-launch optimisation
Salesforce Sales Cloud
Give Your Sales Team Greater Visibility
Connect leads, opportunities, accounts and customer interactions in one place. We configure Salesforce to help your sales team manage pipelines, automate processes and focus on growth.
- Lead & opportunity management
- Pipeline visibility
- Sales automation
- Reporting & forecasting
- Customer tracking
Salesforce Service
Deliver Better Customer Experiences
Create more efficient service processes with a connected view of your customers, cases and interactions.
- Case management
- Customer enquiries
- Service workflows
- Automated tasks
- Reporting & productivity
Salesforce Marketing
Create More Connected Customer Journeys
Bring marketing, sales and customer data together to create more relevant experiences and improve the journey from lead to loyal customer.
- Customer segmentation
- Campaign management
- Marketing automation
- Customer journeys
- Sales & marketing alignment
Salesforce Automation
Work Smarter, Not Harder
Automate repetitive tasks and streamline everyday processes so your team can spend more time on what matters.
- Reduce manual data entry
- Automate workflows
- Route leads and enquiries
- Standardise processes
- Improve team efficiency
Salesforce + AI
Explore the Future of CRM
Salesforce's AI capabilities can help businesses automate tasks, support teams and deliver more personalised customer experiences.
We help you identify practical opportunities to introduce AI and automation into your Salesforce environment — focused on real business value, not unnecessary complexity.
Connect Your Business With Salesforce
One CRM. Better Connected Teams.
Bring your sales, service, marketing and customer data together with Salesforce.
At Toyn Consultancy, we help you create a connected Salesforce environment that supports your people, processes and business goals.
Is Salesforce Right for Your Business?
Salesforce can be a powerful choice for organisations looking to improve customer relationships, automate processes and bring teams and data together.
But the right CRM strategy starts with understanding your business.
Whether you're considering Salesforce for the first time or already have Salesforce in place, Toyn Consultancy can help you identify opportunities to improve your CRM and get more from your investment.
Let's Talk Salesforce
Ready to explore what Salesforce could do for your business?
Let's discuss your current CRM, your challenges and where you want your business to go next.