Consolidating several CRMs into one Salesforce org
- Map objects, fields and owners from every source system
- Clean, deduplicate and load data in test runs before go-live
- Train users and keep the old system read-only until sign-off
Salesforce administration, reporting and automation
We take care of your Salesforce. You focus on selling.
Certified Salesforce experts with a background in sales operations. We keep your data clean, your reports reliable and your automations running, so your team spends its time with customers.
Pipeline by stageopen opportunities
Demo dataChanges compared with the previous period.
Sound familiar?
Many companies buy Salesforce for good reasons, then lose the person who looked after it.
- Nobody trusts the pipeline report, so every forecast call starts with an argument about numbers.
- Reps update opportunities on Friday afternoon, or not at all.
- The admin left. Now simple changes wait weeks, or someone with too much access improvises.
- There are Flows, Workflow Rules and Process Builders that nobody dares to touch.
- Duplicates, empty fields and old records make every list and campaign harder.
- You pay for licences and features nobody uses.
What we do
Everything a small Salesforce team needs, from daily admin to bigger builds. Work that needs a developer or architect is delivered by our certified specialists, with one team accountable for the result.
Salesforce administration
Your outsourced admin team: users, permissions, page layouts, fields, release updates and the small requests that pile up.
Reports, dashboards & KPIs
Dashboards your leadership opens every Monday: pipeline, win rate, forecast, activity and rep performance.
Automation with Flow
Lead routing, approvals, follow-up tasks, renewals and notifications that run without anyone remembering to do them.
Data quality & migration
Duplicate clean-up, validation rules, imports and moving from spreadsheets or another CRM into Salesforce.
Implementation & new features
New Salesforce set-ups, new clouds and features configured around how your team actually sells.
Training & user adoption
Training sessions, guides and adoption dashboards so reps keep Salesforce up to date without being chased.
Other Salesforce products
CPQ, Marketing Cloud, Experience Cloud, Field Service, Agentforce, Data Cloud and more, delivered by certified specialists.
Salesforce & data teams
Developers, architects and data analysts for bigger projects, managed by OrgStewards with a single point of contact.
How we work together
Every engagement follows the same path, whether it is a one-off project or a monthly plan.
- 1
Audit
A look at your org, data and reports. You get a short written health check.
- 2
Plan
We agree priorities, scope and price. Quick wins first.
- 3
Build
Changes in a sandbox, tested, then deployed with notes.
- 4
Train
Your team learns what changed and why it helps them.
- 5
Run
Ongoing admin and a monthly review of what to improve next.
Salesforce experts who have sat in the Sales Ops seat.
Many consultants know the Setup menu. Fewer have owned the forecast, defended the numbers in front of an executive team and trained the reps who enter the data. Our team has done all three.
- We start from the business question, then configure Salesforce to answer it.
- Every change is documented, so you are never locked in to us.
- One point of contact, even when a project needs a developer or data specialist.
- Clear prices, monthly or fixed, agreed before work starts.
- 1 day
- maximum reply time on every plan
- 24 h
- coverage across EMEA, APAC and the Americas
- 100%
- of changes tested and reviewed before go-live
- 0
- lock-in: every change documented and yours to keep
Support in your business hours, in every region
Our core team works from Europe and our certified specialists work across APAC and the Americas, so clients from Sydney to San Francisco get help during their own working day. We work in English, Polish and other languages on request.
EMEA
Europe, Africa and the Middle East
Core team in Europe, with India-based specialists covering Gulf hours
APAC
India, Southeast and East Asia, Australia and New Zealand
Certified specialists working APAC hours
Americas
United States, Canada and Latin America
Specialists working North and South American hours
Europe & Africa08:00–18:00 CET
Middle East09:00–18:00 GST
India & South Asia09:00–18:00 IST
Southeast & East Asia09:00–18:00 SGT
Australia & NZ09:00–17:00 AEDT
North America09:00 ET – 17:00 PT
Latin America09:00–18:00 BRT
00:0006:0012:0018:0024:00
Typical projects
Examples of the work we do for clients. Every project starts with a free call and a written scope.
A pipeline and forecast the leadership team trusts
- Agree KPI definitions with sales and finance
- Build role-based dashboards for reps, managers and the board
- Set up forecast categories and a weekly review rhythm
Replacing Workflow Rules and Process Builder with Flow
- Inventory every existing automation and what it really does
- Rebuild the needed logic in documented, tested Flows
- Retire the old rules safely, without breaking daily work
Cleaning up accounts, contacts and opportunities
- Merge duplicates and fill or archive incomplete records
- Add validation rules and duplicate rules that stop new mess
- Deliver a data quality dashboard to keep it clean
Getting the sales team to actually use Salesforce
- Simplify page layouts and remove fields nobody needs
- Roll out activity capture, cadences and mobile for reps
- Run short, role-based training sessions with written guides
Taking over an org after the admin has left
- Health check of security, licences, automations and data
- Prioritised list of fixes with quick wins first
- Ongoing administration with documentation of every change
Connecting Salesforce with LinkedIn, ZoomInfo and other sales tools
- Set up connectors for LinkedIn Sales Navigator, ZoomInfo, Outreach, Gong, HubSpot and similar tools
- Agree field mapping, sync direction and which system owns each record
- Monitor sync errors and stop integrations from creating duplicates
Setting up Sales Cloud from scratch
- Map your sales process to stages, fields and record types
- Configure users, roles, permissions and the first reports
- Import starting data and run go-live training
Routing leads to the right rep within minutes
- Capture leads from web forms, events and enrichment tools
- Build assignment rules by region, segment or round robin
- Track response time and lead conversion on a dashboard
Monthly plans
A fixed block of hours every month for admin, reports and automation. The first month is without commitment, then 30 days' notice to cancel. Pricing depends on your org, so we send a written quote after a free 30-minute call.
Essentials
For teams up to ~15 users with steady, smaller requests.
10 h per month
- Day-to-day admin and user requests
- Reply within one business day
- Monthly change summary
- Release update check
Growth
For growing teams that want dashboards and automation, not only fixes.
20 h per month
- Admin, reporting and Flow automation
- Quarterly KPI and dashboard review
- Priority reply the same business day
- Unused hours roll over one month
Scale
For teams of 30+ users or several departments in Salesforce.
40 h per month
- Admin plus projects and new features
- Monthly roadmap call
- Access to developer and data specialists
- Org documentation kept up to date
One-off projects and audits are quoted separately. All plans and how we prepare a quote
Need a full project team?
For larger implementations, integrations or custom development we put together a team of certified Salesforce and data specialists. You get one contract, one point of contact and our quality control on every deliverable.
- Salesforce developers
- Solution architects
- Admins
- Business analysts
- Data analysts
- CRM Analytics / Tableau
- Integration (MuleSoft, APIs)
- QA testers
Guides for Salesforce teams
How much does a Salesforce admin cost? Hiring vs outsourcing in 2026
2026 salary and contract-rate data for Salesforce administrators, how in-house, freelance and managed administration compare, and a simple way to decide which model fits a company with 5 to 50 users.
Salesforce org health check: a 25-point checklist for small teams
A practical 25-point audit of security, data, automation, reporting and adoption that any Salesforce admin or business owner can run in a day.
The Salesforce sales dashboards every sales leader needs (with KPI definitions)
Which Salesforce dashboards to build for executives, managers and reps, the KPIs on each, and exact definitions so everyone reads the numbers the same way.
10 Salesforce Flow automations that save small sales teams hours every week
Ten practical Salesforce Flow automations for small sales teams, from lead routing to renewals, plus the rules that keep automation safe and maintainable.
Questions
Which countries and time zones do you cover?
All major regions, in the client's local business hours: Europe, Africa and the Middle East, APAC including Australia and New Zealand, and North and Latin America. Our core team works from Europe and our certified specialists cover APAC and American hours. We work in English, Polish and other languages on request.
What if my request needs a developer?
We scope it, assign the right certified specialist, manage the work and review it before it reaches your org. You keep one contract and one point of contact.
Do you specialise in a particular industry?
No. We configure Salesforce around your process, whatever your industry. Our team's background includes B2B software, advertising technology and language and technology services, and the same principles apply to manufacturing, professional services, finance or non-profits.
Can we start with one project?
Yes. A good first step is the Org Health Check, a fixed-scope audit. You can decide afterwards whether a monthly plan makes sense.
Do I need a sandbox?
Most paid Salesforce editions include at least a Developer sandbox. We build and test there whenever possible. If you don't have one, we agree a safe way to make changes.
Tell us what your Salesforce should be doing.
In a free 30-minute call we look at your org, your reports and your biggest headache. You leave with three concrete next steps, whether or not we work together.