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Salesforce Solutions

A CRM Your Team Actually Uses

Salesforce shaped around how your revenue team really works — configured before it is customised, integrated with the systems that hold the truth, and adopted because it saves time.

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Overview

Implementation that survives contact with the sales floor

A Salesforce org fails quietly. Nobody announces that reps have gone back to a spreadsheet — the data just stops being trustworthy. We design for the person entering the record, keep customisation to what configuration genuinely cannot do, and treat adoption as an engineering requirement.

How we keep an org healthy

  • Configure first, code second. Flows, validation and standard objects before Apex. Every line of custom code is a maintenance obligation across three releases a year.
  • One version of the customer. Integration with billing, support and product data, so the record in front of a rep matches the one finance is looking at.
  • Adoption is a design problem. Fewer required fields, fewer clicks, page layouts built from real call recordings rather than from an org chart.
  • Governed change. Sandboxes, version control and a deployment pipeline — not changes made directly in production on a Friday afternoon.
Agent meeting clients
Config over codeLess to maintain each release
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What we do

Implementation, integration and rescue

Ten engagements spanning a first rollout, the integrations around it, and orgs that have accumulated a decade of exceptions.

Why teams pick us

Why choose SysStacks?

We design for the rep

The person typing into the record decides whether the org succeeds. Fewer fields, fewer clicks, and a layout that matches how the call actually goes.

Configuration before customisation

Every Apex class is something to regression-test three times a year. We reach for it only when the platform genuinely cannot do the job.

Integrated with the real systems

Billing, support, product usage and finance. A CRM disconnected from where the money is recorded becomes a second version of the truth.

Change is governed

Sandboxes, source control and a deployment pipeline, so a change can be reviewed, traced and reversed like any other software change.

Adoption is measured

We watch whether the org is actually being used after go-live, and fix the friction we find. A quiet org is a failing one.

How we deliver

How a Salesforce engagement runs

Six stages, one continuous loop — three platform releases a year means the work never fully stops.

1

Discovery & process mapping

How leads actually arrive, how deals actually progress, and where the current process is being worked around. We shadow the team rather than interview the org chart.

2

Solution design

Object model, security model and the explicit line between configuration and code — agreed in writing before anything is built.

3

Build & configure

Iterative configuration with the revenue team in the sandbox early, so layout and field arguments happen before data is loaded.

4

Data migration & validation

Extract, dedupe, map and reconcile, with a report proving what came across and what was deliberately left behind.

5

Enablement & go-live

Role-based training, a cutover plan and hypercare in the first weeks — when adoption is either won or quietly lost.

6

Managed support & releases

Regression testing against each seasonal release, backlog delivery and periodic org health reviews to stop technical debt reaccumulating.

Industries we focus on

Salesforce work we do for these sectors

Financial services

Pipeline and client management with the audit trail, approval steps and data handling the sector is held to, rather than bolted on afterwards.

Real estate & property

Listing, viewing and offer pipelines tied to portfolio data, so agents and portfolio managers work from the same record.

Manufacturing & distribution

Quote-to-order flows, distributor hierarchies and contract pricing connected to the ERP that holds actual stock and margin.

Education

Enquiry, application and enrolment pipelines, with the student record joined up across recruitment and support teams.

Healthcare & life sciences

Referral and relationship management configured around consent, access control and the data obligations the sector carries.

Our tech stack

The Salesforce toolchain we work in

Platform development, the integration layer around it, and the engineering practice that keeps an org deployable.

SalesforceSalesforce
JavaScriptJavaScript
TypeScriptTypeScript
HTML5HTML5
CSS3CSS3
JavaJava
Node.jsNode.js
PythonPython
GraphQLGraphQL
GitGit
GitHubGitHub
JiraJira
PostgreSQLPostgreSQL
MySQLMySQL
MongoDBMongoDB
KafkaKafka
RabbitMQRabbitMQ
DockerDocker
AWSAWS
AzureAzure
GitHub ActionsGitHub Actions
JenkinsJenkins
SeleniumSelenium
ConfluenceConfluence

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Featured insights

Stories of our transformations across services and industries

From concept to completion.

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Get in touch

Tell us about your org and your revenue process. A consultant — not a sales rep — replies within one business day.

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Prefer email? official@sysstacks.com. Everything is answered by a real person, usually within one business day.