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CRM · The enterprise standard, configured sanely.

Salesforce implementation & customization

The short answer

webbox implements and customizes Salesforce Sales Cloud and Service Cloud. We design objects, record types and sharing rules properly the first time, automate with Flow before reaching for Apex, integrate Salesforce with your ERP and billing so quote-to-cash is one flow, and clean up inherited orgs where validation rules, triggers and unused fields have piled up over the years.

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What you get

How it works

Sales & Service Cloud

Objects, record types, page layouts and sharing rules designed against your process and security model rather than accreted over time.

Flow before Apex

Declarative automation wherever it does the job, and Apex only where it genuinely cannot, so your admin can still maintain the org.

Org cleanup

An audit of an inherited org: conflicting automation, unused fields, stale reports and the validation rules that quietly block your reps.

Proof

Related work

Wholesale & Distribution

Three CRMs consolidated into one, with the history intact

Three regional sales teams on three different CRMs merged onto one platform, with stage history preserved so year-on-year forecasting kept working.

1 CRM platform, down from 3
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Questions

Salesforce implementation & customization: FAQ

Is Salesforce too heavy for a mid-market company?
It can be. Salesforce earns its cost when you have a complex sales model, a large rep population or a genuine need for its ecosystem. For a 10-rep team with a straightforward motion, HubSpot or Zoho usually delivers the same outcome for materially less, and we will say so during selection.
Can you connect Salesforce to our ERP?
Yes. Accounts, products, pricing, orders and invoice status synced in both directions through a documented integration, so 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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