The Salesforce agency.A CRM that sticks.
Salesforce is powerful, but bought without a clean data model it turns into a tangle of Flows, dead fields and dashboards nobody opens. We implement it around how you sell, automate with Flow and Apex, migrate your old CRM, and build for adoption.
★★★★★Verified Trustpilot reviews · AI, automation & growth agency
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GeminiA Salesforce agency makes it stick, not just configures it.
Anyone can buy the licences. Modeling the data right, automating the real bottlenecks, and getting your team to adopt the org is a different job. Here are the four things we own.
- Implementation
Salesforce set up around how you actually sell
A clean org starts with the data model, not the buttons. We design your objects and fields, page layouts and record types around your real sales and service process, then build the Sales Cloud or Service Cloud you need without dragging in features you'll never touch. Validation rules keep the data honest from day one. You get a Salesforce that fits your pipeline, not a template you have to bend your team around.
See a typical build - Automation
Flow automation that kills the manual busywork
The point of a CRM is to stop reps retyping the same thing. We build Salesforce Flow for the work that eats their day: lead routing, approval processes, record updates, task creation, notifications. Where Flow can't reach, we write Apex triggers and keep them tested and documented. Each automation is scoped to a real bottleneck, so your team spends time selling instead of feeding the system.
See the method - Integration & migration
Wired into your stack, migrated from your old CRM
Salesforce earns its place when it talks to the rest of your business. We connect it to your marketing tools, billing, support and data warehouse through the API and middleware, and we run clean CRM migrations with the data mapped, deduped and validated before go-live. Moving off HubSpot, Pipedrive or a spreadsheet, we map the data model first so nothing important gets lost in the move.
See the integrations - Adoption & ops
Your team adopts it, instead of working around it
Most Salesforce projects fail on adoption, not config. We set permission sets and profiles so people see only what they need, build the reports and dashboards leaders actually open, and train your team on the workflow that fits their job. We're an automation and AI agency first, so adoption is the goal, not a slick demo and a login nobody uses by month two.
See AI enablement
We build Salesforce around your process, not a template.
Most Salesforce projects fail the same way: licences bought, a generic data model, Flows piled on without a plan, and a team that quietly goes back to its spreadsheet. So we treat it like infrastructure: a data model designed around your work, permissions that make sense, automation scoped to real bottlenecks, and a team trained on the workflow that fits their job.
- Audit · map your sales and service process, your data, and where the org slows people down
- Design · objects, fields, layouts and permissions modeled on how you actually work
- Build · Flow and Apex automation, reports and integrations, scoped to real bottlenecks
- Adopt · train the team, wire the dashboards leaders use, hand over an org you own
We build for adoption, not a partner tier.
We don't sell seats or flex a partner badge. We're automation engineers who build Salesforce so your team actually uses it: a clean data model, permissions that make sense, automation scoped to real bottlenecks, and dashboards leaders open. That's exactly what's missing when a project ends at a generic config and a stack of licences.
- We're automation engineers, not seat resellers, so we judge a Salesforce build on whether your team adopts it, not on a partner tier.
- Adoption first: clean data model, permissions that make sense, and dashboards people open, instead of a powerful org nobody uses.
- You leave autonomous: the config, Flows and docs live in your org, so your admin can run and extend it without us.
- We'll tell you when Salesforce is overkill: for a small team, the cost and admin overhead can outweigh the value, and a lighter CRM wins.
Salesforce at the core, your business wired around it.
We build the parts that turn Salesforce from a licence into the system your team runs on, then connect it to the rest of your stack. Here's what a real implementation covers.
- Setup
Data model & objects
We design your objects, fields, record types and relationships around your real process, with validation rules that keep the data clean, so reporting works instead of fighting a schema bolted on as an afterthought.
- Setup
Flow & Apex automation
We build Salesforce Flow for routing, approvals, updates and notifications, and drop to Apex triggers where Flow can't reach, each one scoped to a real bottleneck and kept tested and documented.
- Setup
Reports & dashboards
We build the reports and dashboards leaders actually open: pipeline, forecast, activity, service SLAs, so the numbers people decide on come from Salesforce, not a parallel spreadsheet nobody trusts.
- Setup
Permissions & security
We set permission sets and profiles so each role sees only what it needs, lock down sharing and field-level security, and keep the org auditable instead of everyone-is-admin by default.
- Setup
Integrations & API
We connect Salesforce to your marketing, billing, support and data warehouse through the REST API, middleware and AppExchange packages, so it's the source of truth, not another island.
- Setup
CRM migration
We migrate you off your old CRM or spreadsheets with the data mapped to the new model, deduped and validated, run in a sandbox first so go-live is boring instead of a scramble.
We map your process, you leave with a plan.
Before quoting anything, we take 60 minutes to look at how you sell, your current org or CRM, and where data and reporting actually break down. You leave with an honest read on what Salesforce fixes, what to build first, and whether it's even the right platform for your team. Zero pitch, just an engineer's take on your setup.
- An honest read on whether Salesforce fits your team
- The data model and automation to build first
- The integrations and migration worth doing
- A frank take on where a lighter CRM would win
How we run a Salesforce implementation.
Five steps, in order. We don't build automation before the data model is right, we don't go live before the migration is validated in a sandbox, and your team owns the org at the end. Each step has a deliverable and you sign off before we move on.
- Step 1 · Process audit
Map how you sell before we touch the org
We sit down with your sales, service and ops people and map the real process: the stages, the handoffs, the reports leaders need, where data goes stale. We look at your current org or CRM and what's actually broken. Half the value is telling you whether Salesforce is the right fit at all, so you don't pour months into a platform heavier than your team needs.
- Step 2 · Data model & design
Design the objects and permissions around your work
We design the data model first: objects, fields, record types and relationships that match how you actually operate, with validation rules so the data stays clean. We map page layouts to each role and set permission sets and profiles so people see only what they need. You sign off on the model before we build a single automation on top of it.
- Step 3 · Automate with Flow
Build the automation that kills the busywork
We build Salesforce Flow for the manual work that eats your team's day: lead routing, approval processes, record updates, task creation, alerts. Where Flow can't reach, we write Apex triggers and keep them tested and documented. Each automation is scoped to a real bottleneck, not added because it's possible, so the org stays maintainable instead of a tangle nobody dares touch.
- Step 4 · Integrate & migrate
Connect the stack and migrate the data cleanly
We wire Salesforce into your marketing, billing, support and data warehouse through the API and middleware, and run the CRM migration with the data mapped, deduped and validated in a sandbox first. Moving off another CRM or spreadsheets, nothing important gets lost. Reports and dashboards ship so leaders see the pipeline from day one, not three months in.
- Step 5 · Adopt & hand over
Train the team, then get out of the way
We train your team on the workflow that fits their job, not a generic Salesforce tour, and wire the dashboards leaders open every morning. The config and docs live in your org so your admin can run and extend it. If you want to go deeper on Agentforce, Einstein or Data Cloud, we cover that. If you want us on call for what scales next, we talk about that separately.
We're judged on the org that gets used.
No partner badge to display, so we lead with what matters: feedback from the teams whose Salesforce we implemented or untangled, and whether they still run on the org after we left. Our Trustpilot reviews come from those teams, not from a marketing deck.
- The data model, Flows and docs live in your org, owned by your team
- Permissions and reporting wired so leaders trust the numbers
- Automation scoped to real bottlenecks, kept maintainable
- Trustpilot reviews come from the teams we built it for
The questions we get asked on repeat.
What does a Salesforce agency actually do?
A Salesforce agency implements and untangles your org so your team adopts it, instead of leaving you with a powerful platform nobody uses. We design the data model (objects, fields, record types), build Sales Cloud or Service Cloud around your process, automate the busywork with Flow and Apex, set permission sets and profiles, build the reports and dashboards leaders open, migrate you off your old CRM, and wire integrations through the API. The point is adoption, not a slick demo and a login that goes cold by month two.How much does a Salesforce implementation cost?
It depends on scope: a clean Sales Cloud setup for a small team is nothing like a multi-cloud build with Apex, integrations and a migration off another CRM. We don't throw out a flat package. We start with a free 60-minute audit to map your process and find what you actually need, then quote a fixed scope. The Salesforce licences themselves you pay Salesforce directly; we right-size the edition and permissions so you're not paying for features you'll never touch.Can you untangle our existing Salesforce org?
Yes, that's a big part of the work. Plenty of orgs are a tangle of overlapping automations, dead fields, conflicting validation rules and permissions nobody can explain. We audit what's there, map the data model to how you actually work now, retire what's unused, rebuild the Flows that matter, and document it so your admin can maintain it. We won't rip everything out for the sake of it, we fix what's costing you adoption and reporting and leave the rest stable.Can you migrate us from another CRM to Salesforce?
Yes. Moving off HubSpot, Pipedrive, Attio, Odoo or a stack of spreadsheets, we map your data to the Salesforce data model first, dedupe and validate it, and run the migration in a sandbox before go-live so the cutover is boring instead of a scramble. We carry over the history that matters, wire the integrations your old CRM had, and train the team so adoption doesn't stall on day one. The goal is a clean org, not a copy of the mess you're leaving.Can you integrate Salesforce with our other tools?
Yes, that's where it becomes the source of truth instead of another island. We connect Salesforce to your marketing, billing, support and data warehouse through the REST API, middleware and AppExchange packages, with the data flowing both ways and clear ownership of each field. We scope integrations to what your team actually needs, keep them documented, and make sure a change on one side doesn't quietly break the other.What about Agentforce, Einstein and Data Cloud?
These are Salesforce's AI and data layers: Agentforce for autonomous agents, Einstein for predictions and generative features, Data Cloud for unifying customer data across systems. They're powerful, and they're also easy to buy before the basics are right. We'll wire them when your data model and adoption are solid, because an AI layer on top of a messy org just automates the mess faster. As an AI agency, we're well placed to set them up, and honest about when you're not ready yet.When is Salesforce NOT the right fit?
When you're a small team and the cost plus the admin overhead outweigh the value. Salesforce is the enterprise CRM platform, and that power comes with a real setup and maintenance burden. If you're five people who need a clean pipeline and a few automations, a lighter CRM like Pipedrive or Attio will get you there faster and cheaper. We'll tell you that in the audit rather than sell you an org you'll fight. If Salesforce is the right call, we build it properly.Do you train our team or just configure the org?
Both, and the training is where adoption is won or lost. A perfectly configured org nobody knows how to use gets worked around within weeks. We train your team on the workflow that fits their actual job, wire the dashboards leaders open every morning, and document the setup so new hires inherit it. We can also train your admin to run and extend the org, so you're not dependent on us for every field change after go-live.
Stop fighting your org. Build it right.
A 60-minute audit, your process mapped, an implementation plan with adoption baked in. If a lighter CRM would serve you better, we'll say so. If Salesforce is the right call, we build it properly.