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Salesforce implementation & customization

The enterprise standard, configured sanely.

In brief

webbox implements and customizes Salesforce Sales Cloud and Service Cloud. We design objects, record types and sharing rules properly the first time. We automate with Flow first and write Apex code when Flow is not enough. We connect Salesforce to your ERP and billing so quote-to-cash runs as one flow. We also clean up inherited orgs where validation rules, triggers and unused fields have piled up over the years.

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What we deliver

Sales & Service Cloud

Objects, record types, page layouts and sharing rules designed around your process and security model from the start.

Flow before Apex

Point-and-click automation wherever it does the job, and Apex code only where it can't. Your admin can still maintain the org.

Org cleanup

An audit of the org you inherited. We find conflicting automation, unused fields, stale reports and validation rules that get in your reps' way without anyone noticing.

Related work

Wholesale & Distribution

Three CRMs consolidated into one, with the history intact

Three regional sales teams, each on its own CRM, moved onto one platform. Their stage history came across too, so year-on-year forecasts still worked.

1 CRM platform, down from 3
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Salesforce implementation & customization: FAQ

Is Salesforce too heavy for a mid-market company?
It can be. Salesforce pays off when your sales model is complex, you have a large sales team, or you need its ecosystem. For a 10-rep team with a simple sales process, HubSpot or Zoho usually gets you the same result for much less. We will tell you that during selection.
Can you connect Salesforce to our ERP?
Yes. We sync accounts, products, pricing, orders and invoice status both ways through a documented integration. Reps see credit and stock position without leaving the deal.

More in CRM

HubSpot implementation & automation Zoho CRM implementation CRM migration between platforms Sales pipeline & quote automationCRM to ERP integration

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