Enterprise CRM Implementation
Salesforce —
CRM for complex
enterprise operations
Sales Cloud, Service Cloud, CPQ, Einstein AI, Data Cloud. We design the Salesforce Org architecture, write Apex, build Flows, and integrate with your ERP. For companies that need scale.
Our expertise
Clouds we implement
Sales Cloud
Core CRM- Contact, account, and opportunity management
- Multi-stage sales processes (Opportunity Path)
- Territory Management — territory splits and assignment rules
- Collaborative Forecasting with manager overrides
- High Velocity Sales — cadences, Einstein Activity Capture
- Salesforce Inbox — email/calendar integration
Service Cloud
Customer Success- Omni-Channel routing — email, chat, phone, social
- Case Management with escalations and SLA
- Knowledge Base — for agents and customers
- Field Service — on-site appointment scheduling
- Einstein Bots — AI chatbot for case deflection
- Experience Cloud — portals for clients and partners
Salesforce CPQ
Configure Price Quote- Complex quote configuration with product rules
- Price lists, discounts, multi-level approvals
- Contract Lifecycle Management (CLM)
- Subscription Management — renewal tracking
- Integration with DocuSign / Adobe Sign
- Revenue recognition compliant with IFRS 15
Einstein AI
AI & Intelligence- Einstein Lead Scoring — lead conversion prediction
- Einstein Opportunity Scoring — opportunity ranking
- Einstein Conversation Insights — call analysis
- Einstein Forecasting — AI-based forecasting
- Copilot for Sales — AI assistant in CRM UI
- Data Cloud — unified customer data platform (CDP)
Why Salesforce
When Salesforce is the right choice
Enterprise scalability
Multi-currency, multi-language, multi-region, corporate hierarchy. One CRM for the entire corporate group.
Apex & Flow flexibility
Apex (Java-like) lets you code any business logic. Flow — visual automation builder without code.
Enterprise security
Profiles, Permission Sets, Field-Level Security, Sharing Rules, Event Monitoring, Salesforce Shield (encryption at rest).
Unlimited reporting
Matrix reports, dynamic dashboards, CRM Analytics (Tableau CRM), Data Cloud for cross-cloud analytics.
Methodology
6-step Salesforce implementation
Discovery & Blueprint
We map your sales, service, and operations processes. We define Salesforce Org requirements — objects, profiles, permissions, processes.
Org Architecture
We design the data model, account hierarchy, validation rules, custom fields, page layouts, record types.
Automation & Apex
We build Flows (Screen Flow, Record-Triggered, Schedule), Process Builder replacement, Apex triggers for complex logic.
Data migration
Data Loader, Salesforce Bulk API, External ID matching. We migrate from HubSpot, Dynamics, Pipedrive, SAP, Oracle, and spreadsheets.
Integrations & AppExchange
REST/SOAP API, Platform Events, MuleSoft, Zapier, Make. AppExchange package installation and configuration.
Training & Change Management
Per-role training (admins, reps, managers), Trailhead learning paths, change management plan for the organisation.
Pricing
Transparent Salesforce pricing
* Prices exclude Salesforce licence fees.
Salesforce Starter
Quick Salesforce start
- Salesforce Org configuration
- Data models and custom objects
- Data import (up to 10,000 records)
- Basic Flows and validation rules
- Reports and dashboards
- Admin and user training
Salesforce Enterprise
- Full Sales + Service Cloud architecture
- Territory Management + Forecasting
- Apex triggers and advanced Flows
- Migration from previous CRM
- API integrations (up to 4)
- CPQ (optional)
- Einstein scoring and Conversation Insights
- Change Management + per-role training
- 3 months support
Salesforce & Data Cloud
Enterprise + AI
- Full Clouds stack (Sales, Service, Experience, CPQ)
- Salesforce Data Cloud (CDP)
- Einstein AI — forecasting, scoring, Copilot
- MuleSoft / Platform Events architecture
- Multi-Org Strategy
- Salesforce Shield (encryption)
- Quarterly Business Reviews
FAQ
Salesforce questions
When should I choose Salesforce over HubSpot?
How much does a Salesforce licence cost?
How long does a Salesforce implementation take?
Can you migrate our data from our current CRM to Salesforce?
Are you certified Salesforce partners?
Client testimonials
What our clients say
“Recommended. Straightforward, reliable cooperation.”
Patrycja Stawicka
Google Review, Geodesy business, Gdańsk
“Highly recommend. Communication with Mikołaj is excellent — we exchanged notes even late in the evening more than once. Always delivers on time, very patient, and makes fast corrections that actually move the needle.”
Emil Kruk
Google Review, Client
“Recommended. Fast communication, fast delivery, for a reasonable price.”
DB Monter
Google Review, DB Monter
“Thank you for the smooth collaboration and a great website. We recommend Agency Zenora for similar projects!”
Tytani Lublin
Google Review, Tytani Lublin
“Recommended. Straightforward, reliable cooperation.”
Patrycja Stawicka
Google Review, Geodesy business, Gdańsk
“Highly recommend. Communication with Mikołaj is excellent — we exchanged notes even late in the evening more than once. Always delivers on time, very patient, and makes fast corrections that actually move the needle.”
Emil Kruk
Google Review, Client
“Recommended. Fast communication, fast delivery, for a reasonable price.”
DB Monter
Google Review, DB Monter
“Thank you for the smooth collaboration and a great website. We recommend Agency Zenora for similar projects!”
Tytani Lublin
Google Review, Tytani Lublin
Free consultation
Find out if Salesforce is the right fit
60-minute session with our Salesforce architect. We assess your requirements and recommend the right architecture. No hard sell.
Book a consultation