Sales Cloud
Lead-to-cash that the team trusts: clean stages, accurate forecasting, and dashboards leadership opens on Monday morning. We tidy the pipeline before we automate it.
From a single-cloud Quick Start to a full mid-market transformation. We scope to what your business actually needs, then build it the way it should be built.
Lead-to-cash that the team trusts: clean stages, accurate forecasting, and dashboards leadership opens on Monday morning. We tidy the pipeline before we automate it.
Omni-channel routing, a knowledge base people actually use, and digital deflection that genuinely deflects. Faster resolutions without adding headcount.
Partner, customer and community portals that deflect tickets and create stickiness — maintainable by your admin, not dependent on a developer.
Formerly Data Cloud — one unified customer profile across marketing, CRM, finance and product. The grounding layer that makes every agent trustworthy and your reporting honest.
Clean APIs and event-driven flows your future team can still understand. We design integrations that age well — not brittle point-to-point spaghetti.
Agentforce SDR, Triggered Agents and Operations — built in Agentforce Builder, shaped with Agent Script, grounded in Data 360, and held to Atlas Reasoning guardrails that are deterministic and auditable by design.
We build faster with Agentforce Vibes — describing components in plain English to scaffold org-aware LWC, Apex, React and GraphQL, with multi-model support (Claude Sonnet, GPT‑5). Then we review, test and harden it before it ships.
Natural, on-brand voice agents that plug into your existing phone system over SIP — so callers get answers, and your team keeps the calls that need a human.
Once agents are live we watch them: Agent Health Monitoring tracks error rate, latency and escalation with near real-time alerts, so an agent that drifts is caught before a customer notices.
Most of what a New Zealand business needs from Salesforce already exists in the standard platform. We start there — Flows, standard objects, permission sets — and only build custom when it genuinely earns its place.
Care plans include monthly admin hours, release-window briefings across the three annual Salesforce releases, monitoring and reactive support within an agreed SLA. All prices NZD, excl. GST.
Research → Analyse → Plan → Build → Review → Test → Deploy. No skipping phases; nothing reaches production without independent review.
What you're trying to achieve, what you have, and the right scope — not the maximum one.
Configure the standard platform first; code only where it earns its place. Every decision documented.
A separate reviewer signs off; we test against a real sandbox — security, sharing model and outcomes.
You make the go-live call. We hyper-care through the first releases and enable your team.
A CRM only pays off if people use it. We build the reports and dashboards leadership reaches for first, and we enable your admin to keep evolving them — so you're not dependent on us to change a column.
With an optional care plan, we brief you ahead of each of the three annual Salesforce releases and keep the org healthy as the platform evolves.
Almost never. We scope to your business, not to a template. A fifty-user org rarely needs a twenty-object architecture — and we'll tell you if a smaller package is the right call, even if it means a smaller invoice.
Monthly admin hours, briefings ahead of each of the three annual Salesforce releases, proactive monitoring, and reactive support within an agreed SLA. Care is optional on every package.
Only where it earns its keep. We configure declaratively first — Flows, standard objects, permission sets — and reach for Apex or LWC when the standard platform genuinely can't do the job.
Yes. We design agents in Agentforce Builder, shape behaviour with Agent Script, ground them in Data 360, and use Agentforce Vibes to scaffold org-aware code from a plain-English brief. The tooling makes us faster — it doesn't change our discipline. Every agent and every line still goes through independent review, sandbox testing and Atlas Reasoning guardrails before it reaches production.
NZ Privacy Act 2020 by default. The sharing model, security review and audit trail are considered on day one — not retro-fitted. We never access or export client data without explicit instruction and a signed engagement.
A separate Stryd reviewer independently reviews every build, and tests run against a real sandbox before deployment. You make the final call on any production deploy.