Getting Started With Salesforce

We help you implement Salesforce in a way that fits your business today and scales with you tomorrow, keeping it simple where it should be and powerful where it counts.

Start Your Implementation

Our Six-Step Implementation Process

A structured approach that ensures your Salesforce implementation meets your needs and sets you up for long-term success

01

Discovery and Process Review

Assessment of current sales and service operations, identifying gaps and challenging assumptions

02

Design Documentation

Clear mapping documents capturing requirements and ensuring alignment before building begins

03

Sandbox Build

Safe test environment using sample data for exploration and system familiarity

04

Show and Tell

Walkthrough explaining design decisions and system functionality

05

Testing and Snagging

Client-led testing phase with feedback collection and refinement

06

Go Live

Migration to production with data import, user setup, and final configuration

Why Choose Appdraft

Over 130 Projects Delivered

Extensive experience implementing Salesforce for UK-based growing businesses across various industries

Proportionate Solutions

We avoid unnecessary complexity, delivering solutions that are right-sized for your business needs

Long-Term Partnership

We build lasting relationships based on trust and ongoing support for your Salesforce journey

Structured Builds

Our methodology supports team adoption from day one with clear documentation and training

Ready to Get Started?

Let's discuss your Salesforce implementation needs and create a plan that works for your business