CRM & business systems
Salesforce Setup
Enterprise CRM discovery, architecture, configuration, permissions, automation, data and integrations.
Discuss Salesforce Setup
What Salesforce Setup helps with
Plan Salesforce configuration with the data, access and operational rules of your organisation in mind. A Salesforce setup can involve several teams and connected systems, so discovery and a controlled delivery plan matter. We define the core record model and approval points before configuring live business workflows.
What we can help you put in place
We confirm the deliverables in a written proposal before work begins. A scope for this service can cover:
- Discovery and an agreed CRM architecture
- Scoped configuration, permissions and automation
- Data and integration planning with phased testing
Important scope considerations
Edition limits, existing customisations and connected applications influence complexity. Major data migration, custom code and specialist compliance requirements need explicit agreement and appropriate review.
What to bring to the first conversation
Tell us which CRM you use, who works in it and how a customer moves through your process. Sample field definitions, stage rules and authorised example records help us plan without guessing how your business operates.
How we work with you
- Define the brief. We review your goals, current setup and the requirements specific to salesforce setup.
- Agree the work. Your proposal sets out deliverables, responsibilities, dependencies and commercial terms before implementation or advisory work begins.
- Review the outcome. We walk through the agreed output, explain any limitations and confirm the next steps or ongoing ownership.
Common questions
Can you change our existing production Salesforce setup?
Changes require an agreed release and testing process. We first assess the existing configuration and use a suitable test environment where available before approved changes reach production.
How is this service quoted?
We confirm a quote after reviewing the brief, existing systems and deliverables. Any third-party fees, recurring costs and tax treatment are set out in the proposal. A catalogue indication is not a final project quote.
Your next step
Talk through your salesforce setup needs.
Tell us about your current setup and the outcome you want. StrandIT is based in Sydney NSW, Australia.