Services
Salesforce & Dynamics 365 services
We turn Salesforce into a better fit for the way your teams actually sell and operate, and tailor Microsoft Dynamics 365 to organization-specific requirements: better adoption, less repetitive work, connected systems and reporting people use.
Examples
Salesforce & Dynamics 365 in practice
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Similar projects
What you get
Scope of the engagement
Salesforce instance setup, maintenance and optimization
CPQ implementation and custom workflow automation
Data migration and cleanup; reports, dashboards and KPI tracking
Dynamics 365 configuration and extensions
Integrations across sales, marketing, customer success, CMS and project management: HubSpot, Marketo, Pardot, Zuora, ZoomInfo, Outreach, SalesLoft, LeanData, Intercom, Jira, Asana, Trello, Monday.com, WordPress
User training and ongoing support
Client value
Typical outcomes
A platform that fits the sales process instead of the other way round
Sales, marketing and customer-success tools connected to one record
Reporting the team trusts and uses
How we work
Five steps, a prototype review at each
- 01
Consult
A free conversation about the problem, the people involved and how the work runs today.
- 02
Scope
What to build first, the architecture and a plan with a budget you can hold us to.
- 03
Prototype
A working prototype early, reviewed with your team before the build goes further.
- 04
Build & launch
Short iterations with a review at each stage, then QA, deployment and onboarding.
- 05
Support
Monitoring, fixes and new features as the business changes.
Project-based. A fixed scope and price for well-defined initiatives.
Time & materials. A dedicated team for requirements that evolve.
You own the result: source code, infrastructure definitions and documentation are handed over, with no per-seat fees and no vendor lock-in.
Technologies
What we build it with
FAQ
Questions we hear most
Yes. Salesforce and Dynamics 365 are separate practices with the same integration team behind them.