Technology. People. Progress.

SalesforceSalesforce consulting

One customer journey.
Every team connected.

Connect the way you attract, sell to and support customers—with Salesforce shaped around your business.

Horizon Engineering · Example customer

Illustrative example
Customer asks about an order
Order and account history available
Open service context

You choose the stages and connections.

Get support: order and account history are available for the next customer conversation.

01 / Win the right customers

Turn interest into a
useful conversation.

Connect campaign activity with the sales work that follows.

OpportunityIllustrative example
Review next action
Prepare the next conversation

Confirm the requirements with the customer, share the agreed solution and assign an owner for follow-up.

Example only · No customer record is changed.

Recent activity

  • Campaign response received
  • Discovery call completed
  • Follow-up prepared
Customer PortalIllustrative example

Welcome, Maya

Here are your latest orders and requests.

Orders and requests

  • Service packageIn progress
  • Support requestAssigned
View request
Delivery and setup question

A support owner has been assigned. The order status and previous conversation are available to the service team.

Example only · No live order or request is shown.

02 / Make buying easier

Give customers a simpler
way to work with you.

Bring buying, requests and self-service closer to customer context.

03 / Keep the relationship useful

Start the next conversation
with the full story.

Help service teams respond with context and learn from everyday work.

CaseIllustrative example

Can you help with my order?

2 mins ago

Context ready for the agent

Customer history
Recent orders and interactions
Related order
Service package · In progress
Relevant knowledge
Delivery and setup guide
Case themes · Follow-up needs
Delivery queryFollow up with customer

Good implementation starts with how your people work.

A consultant and client mapping a customer process together at a whiteboard
A practical conversation before configuration.

Before we build

Decide: processes, cloud scope, data and integrations.

You receive:
a scoped roadmap.

Before go-live

Validate: migration, permissions, real scenarios and user readiness.

You receive:
a tested solution and user guides.

After launch

Agree: ownership, support, release reviews and improvements.

You receive:
a handover and support plan.

Talk through your implementation

Starting fresh, improving Salesforce or moving from another system.

Agentforce.
One useful task at a time.

Begin with approved knowledge and a clearly scoped action.

  1. Approved knowledge
  2. Prepare a response
  3. Review or hand over

Human review where needed.

We assess data, permissions, licensing and integration needs first.

Ongoing care

Keep Salesforce useful.

Support your people, maintain the platform and plan the next improvement.

Discuss a support plan

L1 / User help

Access, navigation and everyday questions.

L2 / Application support

Configuration, automation and application issues.

L3 / Engineering

Integrations, custom development and complex issues.

Coverage and response expectations are agreed together.

Where does your customer
journey get stuck?

Bring one challenge. We’ll help define a practical next step.

Talk through your projectName and email to start.
Do we need every cloud?

Start with the teams and processes you want to improve. We recommend the clouds and connections that fit.

Can you improve our current setup?

We review the data, automation and adoption before recommending changes.

DVMSKE · Project enquiry

Where should we reach you?

A few details so our team can follow up. Name and email are required.

Your request is included
Your contact details

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