Salesforce
Consult. Build. Run. Maximise Every Dimension of Your Salesforce Investment.
Salesforce is the world's leading CRM platform — and it is rapidly becoming the leading AI-powered customer engagement platform too. But the gap between what Salesforce can do and what most organisations actually use it for is enormous. Tecksight's Salesforce practice bridges that gap — with deep implementation expertise across every Salesforce cloud, AI-powered capabilities from Einstein to Agentforce, and a managed services model that keeps your Salesforce estate optimised, current, and aligned to your evolving business needs. With 20 years of enterprise CRM experience, we deliver Salesforce that your teams actually use and your business genuinely relies on.
30%
Increase in sales productivity with AI-prioritised pipelines and Agentforce
45%
Faster service case resolution with intelligent routing and AI agents
25%
Improvement in lead conversion with Einstein predictive scoring
20+
Years delivering enterprise CRM and Salesforce programmes
Approach
Our Salesforce Delivery Approach
01 — Salesforce Strategy & Architecture
Tecksight works with your CRM, sales, service, and marketing leadership to define a Salesforce strategy and architecture that supports your business model, integration landscape, and AI roadmap — ensuring every implementation decision serves a business purpose.
02 — Configuration & Development
Structured Salesforce configuration using declarative-first principles — minimising custom code while delivering the specific functionality your teams need. Where code is required, Tecksight engineers build to Salesforce best practice standards that remain maintainable as the platform evolves.
03 — Data Migration & Clean-up
Migrate CRM data from legacy systems or prior Salesforce implementations with AI-assisted data profiling, deduplication, and quality validation — ensuring your Salesforce starts with clean, trusted data.
04 — Integration Build & Testing
Connect Salesforce to your Oracle ERP, marketing platforms, service systems, and external data sources using MuleSoft or native API integrations — tested comprehensively before go-live.
05 — User Enablement & Adoption
Salesforce value is realised only when teams use it. Tecksight delivers role-based training, adoption tracking, and post-go-live support that drives genuine usage — not just licensing compliance.
06 — Managed Services & Optimisation
Post-implementation, Tecksight provides ongoing Salesforce managed services — covering platform support, Salesforce release management, performance monitoring, and continuous improvement aligned to your evolving CRM strategy.
Salesforce Cloud Implementations
Specialist Expertise Across Every Salesforce Cloud
Sales Cloud
Implement and optimise Sales Cloud to give your sales teams a complete, AI-powered view of their pipeline — with automated activity capture, Einstein opportunity scoring, and Agentforce assistance built in from day one.
ReadmoreService Cloud
Deploy Service Cloud with intelligent case routing, knowledge management, AI-assisted resolution, and Agentforce autonomous service agents — delivering faster, higher-quality customer service at scale.
ReadmoreExperience Cloud
Build branded customer, partner, and employee portals on Salesforce Experience Cloud — connected to your core CRM data with personalised content, self-service capability, and integrated community features.
ReadmoreMarketing Cloud
Implement Marketing Cloud with Einstein-powered journey optimisation, personalisation at scale, and AI-driven campaign performance analytics — transforming marketing from campaign execution to precision revenue generation.
ReadmoreCommerce Cloud
Deploy Salesforce Commerce Cloud for B2C and B2B digital commerce — with AI-personalised storefronts, intelligent product recommendations, and seamless integration with your Service and Marketing Cloud environments.
ReadmoreIndustry Cloud
Implement Salesforce Industry Clouds — covering Financial Services, Health, Manufacturing, and others — with pre-built data models and process templates that accelerate implementation for regulated and sector-specific environments.
ReadmoreMuleSoft Integration
Design and build enterprise integrations using MuleSoft — connecting Salesforce to Oracle, SAP, legacy systems, and third-party APIs through a governed, reusable integration layer that scales with your enterprise.
ReadmoreData Cloud
Implement Salesforce Data Cloud to unify customer data from across your enterprise — creating real-time, complete customer profiles that power more accurate AI, smarter automation, and more relevant customer engagement.
ReadmoreAgentforce
Design, build, and deploy Agentforce autonomous AI agents for sales, service, and self-service use cases — handling routine interactions 24/7 and freeing your teams for complex, high-value customer work.
ReadmoreWhy Tecksight
Why Tecksight for Salesforce
Multi-cloud Salesforce depth
Tecksight covers every major Salesforce cloud with genuine implementation expertise. We understand how Sales, Service, Marketing, Commerce, Data Cloud, and MuleSoft work together — and how to make them deliver more value as an integrated platform than as isolated deployments.
Agentforce-ready delivery
Tecksight is an active Agentforce implementation partner with real-world deployment experience. We design agents that reflect your business processes, handle genuine complexity, and deliver measurable productivity improvements for sales and service teams.
Adoption as a success metric
We measure Salesforce success in user adoption rates, pipeline velocity, and resolution times — not go-live dates. Our delivery methodology includes adoption tracking and post-launch optimisation to ensure your Salesforce investment is genuinely used.
Frequently Asked Questions
A standard Sales Cloud implementation with lead management, opportunity tracking, Einstein scoring, and reporting typically completes in 8–14 weeks with Tecksight's structured delivery approach. More complex implementations involving multiple clouds, significant legacy CRM data migration, or custom Agentforce agent development are scoped individually, with each component phased to deliver incremental value.
Adoption is designed into our delivery, not bolted on at the end. Tecksight involves end users in configuration workshops, delivers role-specific training aligned to real job scenarios, and provides in-app guidance and support resources. Post-go-live, we track adoption metrics and run targeted optimisation sessions to address usage gaps before they become permanent behaviours.
Tecksight uses AI-assisted data profiling to analyse source CRM data for quality issues, duplicates, and completeness gaps before migration begins. We design transformation rules that clean and standardise data during migration, validate loaded data against source counts, and establish data quality monitoring in Salesforce to maintain data health post-migration.
Yes — and this is a core capability for Tecksight given our dual expertise in Oracle and Salesforce. We design and build integrations between Salesforce and Oracle Cloud using MuleSoft or direct API connections, covering use cases such as quote-to-cash, order management, customer account synchronisation, and financial reporting integration.
For most enterprises, we recommend starting with Einstein Lead Scoring and Opportunity Scoring in Sales Cloud (high impact, minimal data preparation required), AI Case Classification in Service Cloud (immediate efficiency gain for service teams), and a focused Agentforce pilot for one specific use case. This approach delivers fast, visible ROI while building the data foundation needed for more sophisticated AI applications.