Choosing a Customer Relationship Management (CRM) system is an important strategic business decision, one that is not without risk if not implemented correctly.

Our Salesforce consultancy services will ensure the successful execution of your CRM strategy through a tailored implementation plan designed to meet your unique business needs.

Whether you are implementing your first CRM system, migrating away from a current system, or customising your existing Salesforce CRM application, our experienced and accredited Salesforce consultants provide the expert guidance and hands-on know-how you need to ensure the project is a success.

Our Salesforce consultancy will help you think through and execute a well-planned CRM initiative step by step:

  • Project Planning
  • Implementation & Deployment
  • Customisation & Development
  • User Adoption
  • Application Optimisation


By working with an accredited Consultancy Partner like Exist we can help you take advantage of features and functionality you may not be able to leverage on your own, or might have considered beyond your reach and in doing so maximise your CRM investment.