Discuss your project
Business Systems & ERP

Salesforce implementation and integration

Salesforce's flexibility is both its strength and its risk. We implement it around your sales and service processes, keep customisation maintainable, and connect it reliably to your ERP, finance and other systems.

Discuss your project How the work is delivered

A good fit if

  • You licensed or are evaluating Salesforce and need it implemented for your processes.
  • Your org has unused fields, overlapping automation and reports nobody trusts.
  • Sales, service and finance need Salesforce and your ERP agreeing on customers, orders, invoices.
  • You need sharing that reflects regions, business units or confidential accounts.

What is included

  • Discovery and design: objects, record types, page layouts
  • Security model: roles, profiles, permission sets, sharing rules
  • Objects, fields, validation rules, list views and Lightning pages configured
  • Flow automation; Apex or Lightning Web Components only where needed
  • Data migration: de-duplication, sandbox test loads, reconciled record counts
  • Integrations with ERP, finance, marketing, website or data warehouse

What this service is

We implement, improve and integrate Salesforce: new orgs, migrations from other CRMs or ERPs (migration readiness) and restructuring. Modelling almost any process suits complex sales, service or partner relationships, but fills orgs with custom fields, overlapping automation and conflicting reports. We aim for an org your people trust and your admin can maintain.

Sales

Leads, accounts, contacts, opportunities, products, price books, quotes, forecasting, territories, teams.

Service

Cases, queues, assignment and escalation rules, entitlements, knowledge and service consoles.

Automation

Flow for approvals, routing, notifications and updates; retired Workflow Rules and Process Builder moved to Flow.

Security and sharing

Role hierarchies, permission sets, sharing rules and field-level security around who sees what.

Reporting

Reports and dashboards on agreed definitions, linked to data analytics and BI when needed.

Portals

Experience Cloud sites for customers or partners, where in scope.

Integration with ERP and other systems

Salesforce usually swaps customers, products, orders, invoices and payment status with your ERP or finance system, plus marketing, e-commerce or a data warehouse. We pick a connector, an integration platform or the APIs by volume, edition and skills, confirm edition-dependent API limits and data ownership in design, and follow our system integration rules: one owner per data type, shared identifiers, retries, alerts, reconciliation.

Data protection, your admin and independence

Salesforce often holds personal data, so field-level security, retention and consent tracking are designed for the Nigeria Data Protection Act 2023 (NDPA): lawful basis, data subject rights, transfers outside Nigeria, and consent for direct marketing. SMS or email campaigns also fall under the Nigerian Communications Commission's rules on unsolicited messages. This is general information, not legal advice.

Your admin may know the business but lack time for larger changes, releases, integrations or a clean-up. We work alongside them: they join design, review sandbox changes and get a full handover, so their knowledge grows, and a simple release process (change requests, sandbox tests, release notes) keeps old problems out.

Not a Salesforce partner or reseller. You license Salesforce and AppExchange products directly from their vendors, usually priced in US dollars, and we advise on editions and add-ons so you pay only for what you need. We implement HubSpot too, so our advice on which CRM fits stays neutral.
Delivery

How the work is delivered

  1. Discover or assess

    New: map processes and requirements. Existing: review configuration, automation, data quality, technical debt.

    Output: Requirements or org health report.

  2. Design

    Data model, sharing, automation, integrations, and which system owns each data type.

    Output: Solution design.

  3. Build and migrate

    Sandbox build of configuration, automation and integrations; test loads until counts and key fields reconcile.

    Output: Tested configuration, migration scripts.

  4. Test and release

    Acceptance testing with realistic scenarios, then a controlled release to production.

    Output: UAT sign-off, release notes.

  5. Train and hand over

    Each team trained on its processes and supported after go-live; documents to your admin.

    Output: Training, admin guide, handover.

Scope at a glance

Not included unless agreed

  • Salesforce licences, add-ons and AppExchange subscriptions, bought directly
  • Legal advice on data protection or marketing consent
  • Ongoing administration after handover, unless agreed in writing

What we need from you

  • Admin access, a sandbox, and your confirmed editions and licences
  • Process owners who decide, and your admin involved from the start
  • Exports, and a decision on which history to migrate

Before handover

  • Built and tested in a sandbox; security tested with real user roles
  • Automation and integration failures handled, logged, retried and alerted to an owner
  • Admin guide: data model, automation, integrations and release process

What affects the cost

  • Clouds, business units, record types, custom objects
  • Sharing complexity; configuration or custom code
  • Data volume and quality; integrations
  • Users and teams to train

No package prices: estimates in naira from an agreed scope, taxes shown separately.

Questions buyers usually ask

Are you a Salesforce partner?

No. We are an independent implementer. You license Salesforce directly from Salesforce, the org is yours, and we work in it with the access you grant.

Can you clean up an org someone else built?

Yes. A health check of configuration, automation, data and security comes first, then a prioritised plan. Clean-up happens in a sandbox first, so teams are not disrupted.

Do you write custom code?

When it is the right tool. Flow and standard configuration come first because more people can maintain them; Apex or Lightning Web Components only where the requirement needs code, with tests and documentation.

Where is our Salesforce data stored?

Outside Nigeria, on infrastructure that depends on your contract. Storing personal data abroad is a transfer under the Nigeria Data Protection Act 2023, so we help you ask Salesforce the right questions and your data protection officer assesses the answers.

Service

Business system integration

Connect your applications so data is entered once, moves reliably, and failures are caught, not lost.

Planning a Salesforce project or clean-up?

Tell us if you are implementing, migrating or improving an org, and which systems it must connect to. We will arrange a conversation.

Discuss Salesforce