Salesforce Configured and Integrated for Your Business
Salesforce is a powerful platform for sales, service and customer data, and it works best when it is configured around your real processes.
Xirgosoft implements and customises Salesforce, migrates your data and integrates it with your ERP, telephony, messaging and website.
We focus on adoption, so your team gets value quickly.
Salesforce Configured for How You Sell and Serve
Salesforce is a very capable platform, and that flexibility is also its challenge. Without a clear design, orgs fill up with unused fields, conflicting automations and reports nobody trusts. A good implementation starts with the business process and keeps the configuration as simple as the process allows.
We implement and customise Sales Cloud and Service Cloud, covering objects and fields, page layouts, record types, validation rules, permission sets, approval processes and Flow automation. When configuration is not enough, we develop with Apex and Lightning Web Components, following good practices such as bulk-safe code, test coverage and the use of sandboxes before changes reach production.
Data and integration are handled just as carefully. We migrate accounts, contacts, opportunities and history using proper mapping and validation, and connect Salesforce to ERP, billing, telephony, email and messaging tools through APIs. After launch we train users by role and can support your org with fixes, enhancements and release management.
What We Deliver
Sales & Service Cloud Setup
Objects, layouts, pipelines and permissions configured.
Automation with Flow
Approvals, assignments and follow-ups automated.
Data Migration
Move accounts, contacts and opportunities safely.
Integrations
Connect ERP, billing, email and telephony.
Custom Development
Apex, Lightning components and custom apps.
Reports & Dashboards
Pipeline and service views for every team.
Key Benefits
Process-Led Design
Configuration follows your sales and service process, not the other way round.
Powerful Automation
Flow and approvals remove repetitive manual work.
Custom Development
Apex and Lightning components cover needs that configuration cannot.
Clean Data Migration
Records are mapped, deduplicated and validated before import.
Integrations
Connect ERP, billing, email, telephony and messaging platforms.
Safe Releases
Sandboxes, testing and controlled deployments protect your live org.
How It Works
Discovery & Scope
We map your processes, data and goals.
Design & Configure
We design the solution and configure it to fit.
Migrate & Integrate
We move your data and connect your other systems.
Train & Go Live
We train your team and support the launch.
Real-World Use Cases
Enterprise Sales Team
Manage accounts, territories and complex deals.
Support Desk
Track cases, SLAs and customer history.
ERP-Connected Quoting
Pull pricing and stock into quotes.
Common Challenges We Solve
Over-Complicated Orgs
We simplify objects, fields and automations so the system stays maintainable.
Low User Adoption
We design simple page layouts and train users on the tasks they perform every day.
Unreliable Reports
We fix the underlying data model and field definitions so reports match reality.
Integration Gaps
We build well-governed API integrations rather than fragile one-off scripts.
Why Choose Xirgosoft
- Implementation built around your real processes
- Data migration and integrations handled for you
- Training and documentation for your team
- Support after go-live
Our Process
- DiscoveryWe understand your business, workflows and goals.
- Planning & DesignWe define the solution, integrations and timeline.
- Build & IntegrateWe develop, configure, migrate data and test thoroughly.
- Launch & SupportWe go live, train your team and provide ongoing support.
Technologies & Platforms
Who This Is For
- Sales teams managing complex accounts and deals
- Service teams tracking cases and service levels
- Companies migrating from another CRM to Salesforce
- Organisations with an existing org that needs clean-up
- Businesses integrating Salesforce with ERP or billing
What Is Included
- Discovery and solution design
- Salesforce configuration and automation
- Apex and Lightning development where needed
- Data migration and validation
- API integrations
- Training, documentation and support options
Frequently Asked Questions
Can you migrate data into Salesforce?
Yes. We map, clean and import data and validate it with your team.
Do you build custom Salesforce features?
Yes. We develop with Apex and Lightning components when configuration is not enough.
Can Salesforce connect to our other systems?
Yes. We integrate through APIs with ERPs, billing, support and messaging tools.
Do you train users?
Yes. We train your team and document the configuration.
Which Salesforce clouds do you work with?
We focus on Sales Cloud and Service Cloud, plus integrations and custom development around them. Tell us your needs and we will confirm fit.
Can you clean up our existing Salesforce org?
Yes. We audit fields, automations, permissions and reports, then simplify and document the setup.
Do you use sandboxes?
Yes. We build and test in sandboxes and deploy changes in a controlled way.
Can Salesforce connect to our ERP?
Yes. We integrate through APIs and middleware so customer, order and invoice data stay in sync.
Plan your Salesforce project.
Talk to our experts today for a free consultation and quote.