The process lives outside the CRM
Staff maintain side spreadsheets and reminders because the system does not reflect how the work actually happens.
Custom Salesforce solutions by SmartOps
Make Salesforce work
the way you do.
Bring your business processes into a Salesforce solution shaped around your team. From CRM configuration and automation to custom development and integrations, SmartOps helps turn requirements into a practical working system.
For businesses building, improving, or connecting their Salesforce environment
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01 / The problem
You invested in the platform.
Make it useful to the team.
Handoffs depend on memory
Someone needs to assign the next task, update the next record, or tell the next team. Manual coordination makes consistency harder.
Reports don’t answer the real questions
Data is available, but the fields, stages, and reporting definitions do not line up with the decisions your business needs to make.
02 / Meet Salesforce Solutions
Your requirements.
A purposeful Salesforce solution.
SmartOps works with you to translate business requirements into Salesforce configuration, automation, and tailored experiences. The goal is a system your team can use to carry the process forward—not simply a collection of extra fields.
Start with the business problem, agree what a successful outcome looks like, and build only the capabilities that belong in the project. Integrations, migration, training, and ongoing support are discussed as part of the scope.
From business need to working system
01
Understand the process
02
Design the solution
03
Build & validate
04
Handover & improve
Built around the way your business works.
03 / Features
Purposeful tools.
Practical details.
Explore how Salesforce Solutions supports the work behind the outcome.
01
CRM architecture & configuration
Shape objects, fields, record relationships, and access requirements around your business model.
02
Workflow automation
Scope Flows and approvals that support repeatable actions and clearer handoffs.
03
Custom development
Build tailored functionality with Apex and Lightning Web Components where configuration is not enough.
04
System integrations
Assess the data, direction, frequency, and error handling needed to connect external systems.
05
Reports & dashboards
Define useful metrics and build views that help teams act on the information they maintain.
06
Testing & handover
Validate agreed scenarios and prepare the documentation or training included in the project.
04 / What it means for you
A platform that supports
the people using it.
Less work around the system
Bring agreed steps into the platform so people have fewer reasons to maintain parallel processes.
More consistent handoffs
Make the next action, owner, and record context clearer across teams.
More useful business information
Define the data and reports around practical questions instead of collecting fields without a purpose.
Make value measurable
Define value before building.
Start with a specific workflow: how often it runs, how much effort it takes, and what a failed handoff costs the business. Compare the expected improvement with implementation, platform licensing, and ongoing support costs.
Project value depends on scope and adoption. We do not promise a fixed return or savings percentage.
05 / How it works
A clear brief.
A solution you can evaluate.
- 01
Discover
Review the current process, pain points, users, systems, and platform subscription.
- 02
Scope
Agree the deliverables, constraints, responsibilities, acceptance criteria, and project quote.
- 03
Build and validate
Configure or develop the agreed solution, then test realistic business scenarios.
- 04
Handover
Review the outcome with your team and complete the agreed documentation or training.
06 / A clear starting point
Make room for
your next chapter.
Pricing depends on scope, complexity, development, and integrations. Salesforce subscriptions, third-party costs, and ongoing support are scoped separately.
SmartOps Salesforce Solutions
Custom quoteBased on your projectView pricing & options ↗Talk through the fit07 / Your questions, answered
Details worth
knowing.
Choosing the right fit starts with clear answers.
Ask us something else ↗01What types of Salesforce work can SmartOps help with?
We can discuss CRM setup, configuration, workflows, reporting, and integrations. Custom Apex and Lightning Web Component development can also be scoped.
02Can you improve an existing setup?
Yes. We can review the current process and discuss a focused improvement project rather than assume the whole system needs to be rebuilt.
03How do you price a project?
We first understand the requirements, complexity, existing configuration, and external dependencies. The quote is based on an agreed scope rather than a fixed monthly product price.
04Are platform licences included?
No platform subscription is implied by the SmartOps project quote. Platform licences and third-party services are identified separately.
05Can you connect other systems?
Integrations can be assessed as part of the scope. Feasibility depends on the systems, APIs, access, data requirements, and relevant subscription limits.
06Do you provide training and support?
Training, handover documentation, and ongoing support can be discussed and included in the agreed scope. They are not assumed to be unlimited.
07Is SmartOps the platform vendor?
No. SmartOps provides implementation and solution services. Salesforce and HubSpot are separate platforms with their own subscriptions and terms.
SmartOps Salesforce Solutions
Bring your process
into a system that fits.
Tell us about your business. Let’s find the right next step.
Start a conversation ↗