Implement Salesforce
Build the CRM your team needs, with a clear route from requirements to go-live.
Explore the service →Forgemoor · Salesforce & CRM consultancy
Salesforce and CRM that work for your business.
We help growing businesses implement and improve Salesforce, simplify processes and connect their systems. Our senior consultants use AI throughout delivery to build prototypes sooner, support testing and documentation, and keep projects moving.
A connected customer journey
From first enquiry
to lasting relationships.
Enquiry
Capture the right information
Sales
Keep the next step clear
Service
Support customers with context
Clear processes. Useful data. One connected Salesforce platform.
Find Forgemoor on Salesforce AppExchange.
View our Salesforce consulting profile ↗What we help with
Start with what your business needs.
Start from scratch, improve what is already there or connect Salesforce with the rest of your business.
Improve your CRM
Make an existing setup easier to use, easier to manage and more useful.
Explore the service →Automate & integrate
Connect processes and systems to reduce repetitive work and improve handovers.
Explore the service →Ongoing support
Get ongoing support, practical enhancements and a clearer improvement roadmap.
Explore the service →How we work
Experienced consultants.
AI throughout delivery.
We use AI to help organise discovery, create early prototypes, support configuration and development, prepare tests and keep documentation moving. Our consultants remain responsible for design, review and delivery.
01
Discovery
Organise requirements
02
Prototype
Explore a working model
03
Playback
Capture feedback
04
Workshop
Refine the design
05
Build
Support configuration
06
Test / UAT
Prepare tests and evidence
07
Deploy
Support handover
AI assists at each stage. Consultants lead the work, review outputs and remain accountable.
When you’re ready for what’s next
AI assistance for everyday work.
Explore Agentforce, chat-based workflows or an assistant connected to your systems. Start with a task your team knows well and a result they can check.
# team-workflows
You · example request
@Priorities show today’s priorities
Draft ready for review
You · example request
@Project prepare the project update
Draft ready for review
You · example request
@Scope draft the statement of work
Draft ready for review
What would you like your systems to do better?
Whether you need Salesforce implemented, an existing process improved or an AI idea explored, let’s work out a practical next step.
Talk to Forgemoor