Salesforce consulting and managed services in Birmingham.

Onboarding starts with access, a review of open requests and a short health check so we understand the org before changing it. Urgent user issues can be handled during that period. The bigger risk is undocumented knowledge, so we also record the integrations, automations and scheduled jobs we find, which gives you a reference no single person holds, whoever supports the org later.

Yes. For organizations running campaigns through Marketing Cloud or Account Engagement, we manage journeys, segments, consent settings and the sync with Salesforce records alongside the core org. That matters for health and financial marketers here, where opt-in rules and data separation need regular attention. Changes follow the same queue, testing and monthly review as every other request, so marketing is not a separate support island.

Through a single intake form and a monthly planning meeting with the business owner you appoint. Each request is tagged with its department, effort and expected benefit, and the owner decides the order within the agreed capacity. Departments can see the full queue and where their items sit, which tends to reduce escalations and makes trade-offs between competing priorities transparent to everyone.