Salesforce consulting & CRM engineering
Salesforce that people actually use
Most CRM projects don’t fail at go-live. They fail in month seven, when the workarounds start and the reports stop matching reality. We build Salesforce around the way your teams already make decisions — then we stay to keep it that way.
Certified consultants · Sales · Service · Experience · Marketing · Data Cloud · Agentforce
Why ZeptGlobal
We’re judged on what your team does on Tuesday
Anyone can ship a configuration. The question is whether the people who have to live in it will choose it over a spreadsheet.
Adoption is the deliverable
We define success as usage before we define scope. Every engagement carries an adoption target, measured in the org and reported monthly.
Architecture that survives version 2
Declarative first, code where it earns its place. Documented objects, bulk-safe automation, and an org you can hand to anyone.
One team, build through run
The consultants who design it are the consultants who support it. No handover cliff, no fresh discovery six weeks after go-live.
Cloud coverage
The clouds we build in every week
We don’t claim the whole product suite. These are the six we run in production, with certified consultants on each.
Sales Cloud
Pipeline that reflects reality: stage definitions your reps agree with, forecasting they can’t fudge, and a mobile experience that survives a car park.
Service Cloud
Cases routed on skill and load, knowledge that surfaces before the agent asks, and a console that fits on one screen.
Experience Cloud
Portals for customers, partners and members — self-service that deflects tickets instead of generating them.
Marketing Cloud
Journeys tied to CRM data rather than a separate list, with consent and preference handling built in from day one.
Data Cloud
One resolved customer profile across your systems, streaming into the org where it changes a decision.
Agentforce & AI
Agents that do bounded work — triage, summarise, draft, resolve — with the guardrails, grounding and audit trail to prove what they did.
Sectors
Nine sectors, nine sets of constraints
A nonprofit’s data model is not a manufacturer’s with different labels. We start from the constraint that actually binds you.
Startups
You’ll outgrow every decision within eighteen months.
Small & mid-sized business
Nobody has a spare day a week for CRM administration.
Enterprise
Change has to survive four approval boards and a global rollout.
Nonprofit
Every hour spent on admin is an hour taken from the mission.
Healthcare
Patient data rules govern every design decision you make.
Financial services
Every recommendation must be evidenced years later.
Manufacturing
The ERP owns the truth about products, stock and price.
Retail & e-commerce
Volume and seasonality break anything designed for a quiet Tuesday.
Education
The relationship lasts decades and changes role several times.
Measured, not claimed
What our engagements have moved
Salesforce orgs delivered or rescued
Lift in weekly active CRM users, 90 days after go-live
Average weekly admin time returned per rep
Median first response on a P1 support ticket
Client retention into a second year of managed services
Figures aggregated across engagements and rounded. Individual results vary by scope and starting maturity.
How we run it
Six stages, and you can see all of them
No black-box phase. The backlog, the burn and the risk log are shared from week one.
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01
Sit with the people who’ll use it
Process mapping, systems inventory, data profiling, and a written statement of what “better” means in numbers.
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02
Decide the shape before anyone builds
Data model, security model, automation map, integration contracts. You approve a solution design document, not a slide.
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03
Working software every fortnight
Declarative first, code where it earns its place. Demo at the end of every sprint, in your org, with your data.
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04
Two rehearsals before production
Cleanse, map, dry-run, reconcile. Nothing loads live without a reconciliation report and a tested rollback point.
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05
Make the first week uneventful
Role-based training, floor-walking in week one, a named person to ask, and a 30-day hypercare window.
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06
Stop the slow decline
Monthly release train, adoption reporting, and a quarterly review of what the org should stop doing.
Selected work
Three problems, three orgs, three scorecards
Quote-to-cash rebuilt on CPQ
Quote turnaround from six days to four hours; approval exceptions down 71%.
HealthcareOne patient record across four systems
Duplicate patient records cut by 88%; referral routing automated end to end.
Financial servicesA CRM rescue, not a re-platform
400 unused fields retired; adviser adoption from 38% to 92% in one quarter.
“We’d already paid for one implementation. They spent the first fortnight telling us which half of it to keep — that alone paid for the engagement.”
“They talked our advisers out of two features they’d asked for and explained why. That’s when I started trusting the roadmap.”
Illustrative examples. Replace with real, permissioned client work before publishing.
Common questions
Before you get on a call
How much does a Salesforce implementation cost?
For a first implementation on one cloud, most of our engagements land between a 6-week and a 16-week build. We price by sprint, so the honest answer after a 30-minute call is a range and the two variables that move it — usually data quality and how many systems have to talk to each other.
How long before we see anything working?
You’ll see working configuration in your own sandbox at the end of sprint one, typically week three. We don’t do six-week analysis phases with nothing shipped.
We already have Salesforce and it’s a mess. Do we start again?
Almost never. A re-implementation throws away years of accumulated business logic along with the mess. Our Health Check separates what’s load-bearing from what’s abandoned, and most rescues are cheaper than a rebuild.
Do you work with our existing admin or replace them?
We work with them. Your admin knows things about your business we’d take months to learn. Where the gap is capability rather than capacity, we train rather than displace.
Start here
Tell us what your CRM is getting wrong
Thirty minutes with a consultant, not a salesperson. You’ll leave the call with at least one thing you can fix yourself — whether or not you hire us.
Prefer email? hello@zeptglobal.com · Typical reply time: one business day