CRM & Revenue Platform

Salesforce

The commercial backbone that needs to talk to everything.

Salesforce is the revenue engine for most of our clients. We go beyond basic CRM — configuring Sales Cloud, Service Cloud, Revenue Cloud, and Agentforce, then integrating Salesforce with every system downstream so your data is always consistent, your agents always informed, and your revenue process always moving.

Q2C

Specialists

AI-native

Agentforce builds

90-day

Go-live framework

Rev Cloud

Certified

What Dataskate does

Our Salesforce practice

We don’t just implement — we architect for longevity, document for your team, and build in a way that doesn’t create dependency on us.

Sales Cloud & Service Cloud

End-to-end configuration of core CRM for sales and support teams, including custom objects, automation rules, and dashboards.

Revenue Cloud

CPQ, billing, and subscription management — configured for complex product catalogues and multi-currency pricing.

Agentforce AI

Deploy autonomous AI agents within Salesforce to handle qualification, scheduling, and next-best-action recommendations.

Flow Builder Automation

Replace manual handoffs with declarative flows — across records, systems, and approval chains.

Einstein AI

Predictive scoring, lead grading, and forecast AI configured to your specific revenue motion.

Data Cloud

Unified customer profiles from every source, powering real-time segmentation and personalisation at scale.

HOW IT CONNECTS

Salesforce in your architecture

Salesforce sits at the centre of your commercial operation. We connect it outward to every system that needs to know about a customer, deal, or order — using the right integration tool for each connection.

Salesforce
NetSuite / SAP (via MuleSoft)
Salesforce
Billing & invoicing (via Boomi)
Salesforce
RevOps toolchain (via Workato)
Salesforce
Data quality layer (via Informatica)
Salesforce
Zendesk / Intercom support
Salesforce
Slack & Teams notifications
Accelerators & assets

Dynamic Templates & Customization

Every engagement benefits from assets we’ve built across previous Salesforce deployments — reducing your risk and shortening your timeline.

Blueprint

Q2C Blueprint

A preconfigured quote-to-cash template covering CPQ, order creation, ERP hand-off, and invoice generation.

Starter

Agentforce Starter Pack

Deploy your first production AI agent in 30 days — scoped, built, and trained against your real data.

Blueprint

90-Day Onboarding Accelerator

A structured go-live programme for new Salesforce orgs — from data model design to user training and hypercare.

Also see

Salesforce works best when it’s connected. Explore the platforms we use alongside it.

MULESOFT
BOOMI
WORKATO
INFORMATICA

Operational transformation.
Delivered in production.

Commercially transparent delivery on your existing platforms, or with the right one introduced through our certified partners.

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