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PRODUCT & SERVICE · 01

Salesforce, from first workshop to go-live and beyond

We are a Salesforce implementation partner and training partner. Our certified team consults, configures, develops, integrates and supports Salesforce, on the global edition and on Salesforce on Alibaba Cloud.

10+

years of Salesforce delivery, since 2015

24

cities in one China rollout

0

business interruption moving a 15-year org to Alibaba Cloud

2

editions we deliver: global and Alibaba Cloud

01 — WHAT WE DO

Everything Salesforce, one team

Start with a single task or a full program. The same certified people consult, build and support.

CRM consulting

Pick the right CRM and the right first scope. We map how you sell and serve, then recommend what to build; Salesforce (global edition) is our main platform.

Strategy Process mapping Roadmap

Implementation

Sales Cloud, Service Cloud and Marketing Cloud configured around your processes: leads to cash, after-sales service, campaigns.

Sales Cloud Service Cloud Marketing Cloud

Custom development

Apex, Lightning and flows where configuration stops: approval chains, tender processes, surveys when a case closes.

Apex Lightning Flow

Integration

Salesforce connected to SAP and other ERPs, finance, OA, PMS and HR, WeChat, WeCom, WhatsApp and Xero, directly or through MuleSoft or Informatica.

SAP WeChat MuleSoft

Rollouts and migrations

Global orgs rolled out to China, and orgs moved from the global edition to Salesforce on Alibaba Cloud, data and integrations included.

China rollout Alibaba Cloud Data migration

Support and change requests

SLA-backed support after go-live, change requests as the business moves, admin training and Power BI reporting.

L1 to L3 support Change requests Power BI

02 — LEAD TO CASH

How a sale flows through Salesforce

A typical scope we build: one customer record from the first campaign to the last payment, and service that keeps the customer coming back.

selling

  1. Campaignevents, content
  2. Leadassigned, nurtured
  3. Opportunitystages, forecast
  4. Quotecustomer confirms
  5. Contractapprovals
  6. Deliveryprojects, orders
  7. Paymentreceivables

serving

  1. Caseemail, phone, WeChat
  2. SLAalerts on time
  3. Solutionknowledge base
  4. Surveysatisfaction

All of it on one 360° customer view, with reports and dashboards for every team, and Power BI when you need more.

03 — SALESFORCE + WECHAT

Field sales in WeChat, data in Salesforce

Sales teams in China live in WeChat. We connect WeChat mini-programs and WeCom to Salesforce, so reps check in at visits, follow opportunities and read reports on their phones while every record lands in the CRM. We have delivered this for several clients, including teams selling overseas.

WeChat mini-program WeCom Salesforce mobile app Power BI

04 — CLIENT STORIES

Salesforce projects we have delivered

HOMAG

MANUFACTURING · WOODWORKING MACHINERY

Moving 15 years of Salesforce to Salesforce on Alibaba Cloud

15

years of data and automation

0

business interruption at cutover

3

systems re-integrated

  • A gap assessment and compliance plan before anything moved
  • Data cleansed and desensitized, then loaded into the Alibaba Cloud org
  • ERP, finance and WeChat mini-program interfaces rebuilt; permissions and workflows adapted to Chinese rules
  • Rounds of functional and performance testing, then a rehearsed cutover
Migration Data localization Integration
More in manufacturing
Aston Martin

AUTOMOTIVE · LUXURY CARS

Rolling out Aston Martin's Salesforce across China

24

cities in the China rollout

2+

years of APAC change requests

  • Worked with the UK headquarters' implementation team to bring the global Salesforce org to 24 cities in China
  • Business analysis, testing and user training, including the training materials
  • Managed Salesforce change requests for the Asia-Pacific region for two years
  • A reliable sales pipeline built from Excel, Salesforce and Power BI
China rollout APAC change requests Power BI
More in automotive
HACH

MANUFACTURING · WATER-QUALITY INSTRUMENTS

Sales Cloud with HACH's own processes

  • Standard Sales Cloud extended with custom development: a customer survey when a case closes, custom sales approvals and a custom tender process
  • Met HACH's strict IT management and audit standards
  • Followed HACH's global release path, with test scripts and trained UAT testers at every stage
Changyun sandboxQAFull sandboxProduction
Sales Cloud Custom development Release management
More in manufacturing
transcosmos

BUSINESS SERVICES · JAPAN

Salesforce from zero to one for transcosmos China

  • The China team bought Salesforce on its own; we built and customized it from scratch for sales and after-sales
  • Led requirements, solution design, development, testing and deployment
  • Kept it running after go-live with maintenance and change requests
  • Power BI connected to Salesforce for reporting beyond standard dashboards
Sales After-sales Power BI
More in consulting services

05 — HOW WE WORK

Five steps, then a long partnership

  1. Discovery

    We learn your business and goals before talking about features.

  2. Solution design

    A CRM plan fitted to you, signed off before the build.

  3. Build

    Agile or waterfall, whichever suits the project, with quality checks at every stage.

  4. Go-live and support

    SLA-backed support and continuous improvement.

  5. Long-term partner

    Change requests as you grow, from the same team.

Keep exploring

IT DeliveryCustom apps, mini-programs, integration, BI Project ManagementPlans, milestones, change control, SLAs TrainingSalesforce, Power BI and VUP courses ManufacturingFrom lead to after-sales, tied to ERP AutomotiveGlobal CRM rollouts and sales analytics

READY TO TALK?

Tell us what you need. We'll get back to you as soon as possible.

Share your goals, timeline or task list, and our team will take it from there.