Services – Salesforce Onboarding

Services – Salesforce Onboarding

Services – Salesforce Onboarding

Salesforce Sales Cloud Onboarding

Salesforce CRM and RevOps Onboarding That Unlocks Flow

Trusted by

Whether you're launching Salesforce for the first time or re-architecting a global CRM environment, we help businesses unblock revenue and create flow across teams, territories, and tech stacks. We offer two onboarding tracks — each one designed to match your internal capacity, urgency, and complexity. Choose the one that fits your flow.

Whether you're launching Salesforce for the first time or re-architecting a global CRM environment, we help businesses unblock revenue and create flow across teams, territories, and tech stacks. We offer two onboarding tracks — each one designed to match your internal capacity, urgency, and complexity. Choose the one that fits your flow.

Book a Salesforce Revenue Flow Review

For rbusinesses exploring new Salesforce Solutions.

Quick-Start Build Together Onboarding. For teams who want hands-on experience, but need expert guidance to get it right.

This is our most collaborative onboarding path. Your team learns Salesforce by building with us. We bring the strategic framework, system expertise, and delivery pace — you bring the process and context.

Price From

£

2,750

Timeline: 4–8 weeks

What’s Included:

Goal-setting and sales process review

Co-building of core objects, fields, pipelines, and automation

Slack and/or email support for 60 days

8 x live working sessions with Salesforce-certified specialists

Real-time walkthroughs of dashboard/report creation

Optional Add-Ons:

Icon

CPQ

Icon

API Integrations

Icon

Avanced automation

Price From

£

2,750


Timeline: 4–8 weeks

What’s Included:

Goal-setting and sales process review

Goal-setting and sales process review

Co-building of core objects, fields, pipelines, and automation

Co-building of core objects, fields, pipelines, and automation

Slack and/or email support for 60 days

Slack and/or email support for 60 days

8 x live working sessions with Salesforce-certified specialists

8 x live working sessions with Salesforce-certified specialists

Real-time walkthroughs of dashboard/report creation

Real-time walkthroughs of dashboard/report creation

Want to bundle it with expert CRM or RevOps support? The RevOps Sidekick comes included automatically.

Price From

£

2,750

per hub

Timeline: 4–8 weeks

What's included?

  • Goal-setting and sales process review

  • 8 x live working sessions with Salesforce-certified specialists

  • Co-building of core objects, fields, pipelines, and automation

  • Real-time walkthroughs of dashboard/report creation

  • Slack and/or email support for 60 days

Optional Add-Ons:

Icon

CPQ

Icon

API Integrations

Price From

£

2,750

per hub

Timeline: 4–8 weeks

What's included?

  • Goal-setting and sales process review

  • 8 x live working sessions with Salesforce-certified specialists

  • Co-building of core objects, fields, pipelines, and automation

  • Real-time walkthroughs of dashboard/report creation

  • Slack and/or email support for 60 days

Optional Add-Ons:

Icon

CPQ

Icon

API Integrations

Icon

CPQ

Icon

CPQ

Icon

API integrations

Icon

API integrations

Fully Managed Onboarding. For businesses ready to outsource Salesforce onboarding to a proven partner.

This is full-service Salesforce onboarding. We handle strategy, build, integration, and enablement — so your teams can stay focused on selling, not setup.

Price From

£

7,500

Timeline: 12 - 24 weeks (based on complexity and integrations)

What’s Included:

Strategic discovery and stakeholder workshops

Data import and validation

Native and custom integrations (Slack, HubSpot, CPQ, DWH, etc.)

Dedicated project strategist and weekly status calls

Salesforce Sales Cloud configuration, lead routing, pipeline buildout

Custom dashboards and automation setup

Training sessions and enablement documentation

Optional Add-Ons:

Icon

Post-launch hypercare

Icon

Admin Support

Price From

£

7,500


Timeline: 12 - 24 weeks (based on complexity and integrations)

Icon

Post-launch hypercare

Icon

Post-launch hypercare

Icon

Admin support

Icon

Admin support

What’s Included:

Strategic discovery and stakeholder workshops

Strategic discovery and stakeholder workshops

Data import and validation

Data import and validation

Native and custom integrations (Slack, HubSpot, CPQ, DWH, etc.)

Native and custom integrations (Slack, HubSpot, CPQ, DWH, etc.)

Salesforce Sales Cloud configuration, lead routing, pipeline buildout

Salesforce Sales Cloud configuration, lead routing, pipeline buildout

Custom dashboards and automation setup

Custom dashboards and automation setup

Training sessions and enablement documentation

Training sessions and enablement documentation

Want to bundle it with expert CRM or RevOps support? The RevOps Sidekick comes included automatically.

Price From

£

7,500

per hub

Timeline: 12 - 24 weeks (based on complexity and integrations)

What's included?

  • Strategic discovery and stakeholder workshops

  • Salesforce Sales Cloud configuration, lead routing, pipeline buildout

  • Data import and validation

  • Custom dashboards and automation setup

  • Native and custom integrations (Slack, HubSpot, CPQ, DWH, etc.)

  • Training sessions and enablement documentation

  • Dedicated project strategist and weekly status calls

Optional Add-Ons:

Icon

Post-launch hypercare

Icon

Admin Support

Price From

£

7,500

per hub

Timeline: 12 - 24 weeks (based on complexity and integrations)

What's included?

  • Strategic discovery and stakeholder workshops

  • Salesforce Sales Cloud configuration, lead routing, pipeline buildout

  • Data import and validation

  • Custom dashboards and automation setup

  • Native and custom integrations (Slack, HubSpot, CPQ, DWH, etc.)

  • Training sessions and enablement documentation

  • Dedicated project strategist and weekly status calls

Optional Add-Ons:

Icon

Post-launch hypercare

Icon

Admin Support

Our Salesforce Implementation Price Match Guarantee

We’ll match Salesforce’s onboarding quote and deliver more.

Already have a proposal from Salesforce or another partner? We’ll beat it on value, depth, and post-launch support.

We’ve helped hundreds of businesses create revenue flow faster — without overspending.

Featured Success: Traydstream

Male scientist in a white lab coat standing confidently in a modern hydroponic lab with pink grow lights and rows of leafy greens.
Male scientist in a white lab coat standing confidently in a modern hydroponic lab with pink grow lights and rows of leafy greens.
Male scientist in a white lab coat standing confidently in a modern hydroponic lab with pink grow lights and rows of leafy greens.

From Spreadsheets to Salesforce Flow in 12 Weeks

From Spreadsheets to Salesforce Flow in 12 Weeks

Traydstream — one of the UK’s fastest-growing trade finance platforms — came to us with a fractured setup and no pipeline visibility. After launching Salesforce with integrated tools and workflows, they were aligned, automated, and growing.

What we delivered:

Traydstream — one of the UK’s fastest-growing trade finance platforms — came to us with a fractured setup and no pipeline visibility. After launching Salesforce with integrated tools and workflows, they were aligned, automated, and growing.

What we delivered:

• Automated onboarding workflows in HubSpot & Salesforce

• Automated onboarding workflows in HubSpot & Salesforce

• Automated onboarding workflows in HubSpot & Salesforce

• Integrated compliance tools & document collection

• Integrated compliance tools & document collection

• Integrated compliance tools & document collection

• Reduced average onboarding time by 80%

• Reduced average onboarding time by 80%

• Reduced average onboarding time by 80%

• Gave their leadership a live onboarding dashboard

• Gave their leadership a live onboarding dashboard

• Gave their leadership a live onboarding dashboard

Real-Time Impact for Traydstream

90%

Salesforce adoption

2

x

Opportunity Conversion

Real Time

+

Data Transparency

Success Stories: We don’t just talk about flow — we deliver it.

VP Revenue Ops, SaaS Scale-up

COO, Global HealthTech Company

Head of Growth, FinTech Startup

“RevOps Automated felt like an extension of our in-house team. We got real strategy, not just implementation.”

“We went from manual chaos to a Salesforce setup that fits our go-to-market motion — and we didn’t lift a finger.”

“Our team learned the platform as we built it. The ‘Build Together’ model gave us long-term internal confidence.”

VP Revenue Ops, SaaS Scale-up

COO, Global HealthTech Company

Head of Growth, FinTech Startup

“RevOps Automated felt like an extension of our in-house team. We got real strategy, not just implementation.”

“We went from manual chaos to a Salesforce setup that fits our go-to-market motion — and we didn’t lift a finger.”

“Our team learned the platform as we built it. The ‘Build Together’ model gave us long-term internal confidence.”

VP Revenue Ops, SaaS Scale-up

COO, Global HealthTech Company

Head of Growth, FinTech Startup

“RevOps Automated felt like an extension of our in-house team. We got real strategy, not just implementation.”

“We went from manual chaos to a Salesforce setup that fits our go-to-market motion — and we didn’t lift a finger.”

“Our team learned the platform as we built it. The ‘Build Together’ model gave us long-term internal confidence.”

What it feels like to work with RevOps Automated

We're a 4.9-Star G2 Ranked Salesforce Partner

We might be smaller than the big integrators, bur we’re also might. We combine deep technical know-how with go-to-market acumen. We’ve helped businesses in SaaS, financial services, wholesale, and healthtech unlock the full power of Salesforce Sales Cloud.

Ready to Unlock Revenue Flow?

Whether you want to build, co-build, or hand it over entirely — we’re ready when you are.

Not ready to talk yet?

Start with a self-audit of your current GTM and systems performance.

Take our quick, expert-designed questionnaire and receive your Scalability Score — a baseline snapshot of how well your business is set up to scale revenue, efficiency, and customer success.

Use it to:

Benchmark where you are today

Benchmark where you are today

Benchmark where you are today

Prioritise where to improve

Prioritise where to improve

Prioritise where to improve

Track progress once we’re working together

Track progress once we’re working together

Track progress once we’re working together