About This Service
CRM Mates has deep, certified Salesforce expertise built over 20+ years of hands-on implementations across UK businesses of every size. Whether you're deploying Salesforce for the first time or restructuring a complex multi-cloud environment, we design solutions that fit how your teams actually work — not just how the platform works out of the box. From initial architecture through to go-live and ongoing support, we are with you at every step.
Sales Cloud
Our most-delivered Salesforce product. We configure Sales Cloud to match your exact sales process — custom opportunity stages, lead routing rules, forecasting models, and CPQ integrations. Your reps get a clean, fast workspace; your managers get accurate pipeline visibility.
Service Cloud
Transform your customer support operations with Service Cloud. We implement case management, omni-channel routing (email, chat, phone, social), knowledge base setup, SLA enforcement, and Einstein Bot automation — so your support team spends less time on admin and more time resolving issues.
Revenue Cloud
Unify your quote-to-cash process with Revenue Cloud. We help businesses implement CPQ (Configure, Price, Quote), contract lifecycle management, and billing automation — reducing revenue leakage and accelerating deal cycles from quote to closed-won.
Non-Profit Cloud
Purpose-built for charities, housing associations, and mission-driven organisations. We implement Non-Profit Cloud (NPSP) to manage donor relationships, grant tracking, programme delivery, and impact reporting — helping your organisation do more with less.
Health Cloud
For healthcare providers, private clinics, and life sciences organisations, we implement Health Cloud to manage patient relationships, care coordination, and compliance requirements. Built with GDPR and NHS data standards in mind.
Experience Cloud
Build branded partner portals, customer self-service communities, and supplier extranets with Experience Cloud. We design and develop fully custom portal experiences connected to your core Salesforce data — giving external users a seamless, secure window into your business.
Marketing Cloud & Pardot
We implement Marketing Cloud Engagement (formerly ExactTarget) and Marketing Cloud Account Engagement (Pardot) to power personalised email journeys, lead nurturing, lead scoring, and campaign attribution — connecting marketing activity directly to closed revenue in Sales Cloud.
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Discuss your Salesforce project with our specialists to get a bespoke roadmap and quote.