Salesforce Customer Relationship Management

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We put the customer at the heart of your business model.

We know what it takes to deliver large-scale CRM systems that deliver clear ROI on your technology investment – while keeping the accessibility & user experience of modern cloud based apps.

Our team work alongside you to ensure that your Sales Cloud solution delivers value at every level of your organisation. Sales People can close opportunities faster. Managers are aware of their entire team’s activities. Leadership can make informed decisions. The customer feels their relationship is valued.

Benefits of the Sales Cloud


The Sales Cloud creates a single platform for managing every interaction with your customers. It brings each department together, breaking down data silos and encouraging cross-company collaboration.

A platform built for customisation and development, you can make sure every team is getting what they need from the Sales Cloud. Users don’t have to hunt for data, with automatic suggestions, notifications, alerts and reminders to pro-actively manage your business.

Automation, mobile accessibility and built-in approval processes streamline complex operations, while customisation and clear permissions rules mean users are not swamped with irrelevant information.

The Sales Cloud is a complete CRM – and the cornerstone of customer success.


Sales Cloud Services

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Project Scope, Design & Build

We provide you with the expert resources you need for end-to-end project delivery.

Whatever your goals, we ensure you have a fully certified Salesforce consulting, development & project management team that can dovetail with your company culture.

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Strategic IT Consulting

We provide the Salesforce expertise, experience & knowledge to guide your Strategic Objectives.

Through our consulting framework, we work to understand your unique challenges – translating them into a Salesforce solution that delivers business value.

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Cloud Solution Roadmap

We assess your current technical capability & your long-term strategic goals, creating a phased programme of change. We take your ideal future system & plot a course to manage the transition a series of manageable actions, milestones & performance measurements to achieving your objectives.

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IT Project Management

For organisations with high levels of Salesforce technology capability, we provide expert project management resources.

Our project managers bring best practice & experience built from numerous implementations overcoming client’s IT challenges successfully.

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System Integration

Our integration Centre of Excellence specialises in creating connected business systems using Salesforce technology.

We are skilled in a range of integration approaches, techniques & third party applications, to tailor our solution to your budget, business objectives & systems landscape.

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Salesforce Support

Westbrook Support provides you fast & efficient access to highly qualified Salesforce Certified Administrator, Consultant & Developer resources as you need them.

Our support offers the flexibility to complete small projects, mentor your team or manage administration tasks through a single contract.

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User Adoption Consulting

We conduct an adoption audit with stakeholders across your organisation, to review how to improve user engagement with your Salesforce systems.

We compile our findings into an adoption review, suggesting areas of improvement to gain the maximum benefit & satisfaction from Salesforce.

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We conduct a systems audit with stakeholders across your organisation, to review how to improve your IT architecture.

Whether you are seeking to move operations to Salesforce, expand your systems capability or make major changes, report on your current systems landscape & interactions.

Our Capability

As the Sales Cloud has evolved, so have we.

The foundation of our business was built on Sales Cloud implementations.

We understand that a CRM is not a standalone system, but the hub of your business. We work with our clients to create unique CRM solutions through expert consulting, custom development, and connected applications.

We ensure that every stakeholder in a CRM deployment gets what they need – creating a 360-degree view across your business.

  • Great decision making needs great data. We tailor your CRM to your business – giving you clear insight into your customer interactions.

  • Every Department is driven by your customers. We establish the data connections every department of your business needs through CRM.

  • We streamline complex business processes into efficient, user-friendly solutions.
  • Our Specialisms

    We simplify sales operations.

    Our certified team are expert at translating intricate sales pipelines that cross countries, product lines and services into streamlined, accessible channels with clear reporting.

    Our focus on the visibility of data allows us to create a clear view across your organisation – using both real-time and historical reporting to create actionable insight into our clients past, present and future performance.

    Our user focused approach to automation removes the manual challenges that slow down Sales, while custom interface design simplifies complex product and service offerings.

    Combined, we offer a team that improves your Sales efficiency – and makes that improvement visible.

    Enhance your Sales Cloud System with CPQ

    Accelerate your Sales Pipeline with Salesforce Pardot

    Sales Cloud Feature Specialisms

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    & Analytics

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    Leads &

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    sales automation


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    Reports &

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    Mobile First

    Sales Cloud Quick Start

    Through our Quick Start Programmes, we can get you up and running with Salesforce in under a week.

    Over five or ten days, our experienced team will deliver the core essentials of Salesforce. The end result is a system that is ready to use, set up using Westbrook best practice.

    Westbrook Project Approach

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    Working with Westbrook

    Our depth of experience allows us to bring best practice and advice from a wide range of business functions – and our team have specialist areas of expertise to provide deep platform knowledge.

    At Westbrook we put users first to ensure you get the most out of Salesforce – adoption and training are an integral part of our solutions.

    If required, we also work with a network of design partners to provide streamlined user experiences and advanced mobile design.

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