How We Deliver Salesforce Projects

Every project follows four stages. Each stage builds on the last so nothing gets skipped and nothing gets delivered in isolation.

1

Strategy & Planning

We start by understanding how your business sells, what tools you already use, and where the gaps are. From there we design a clear plan before writing a single line of configuration.

  • Business process mapping
  • Technology stack review
  • Solution design
  • Project roadmap
2

Salesforce CRM Setup

We configure Salesforce Sales Cloud to match your sales process — custom objects, automated workflows, dashboards, and everything your team needs to actually use it day-to-day.

  • Sales Cloud setup
  • Custom objects & fields
  • Process automation
  • User training
3

Website & CRM Integration

We build or connect your website so leads flow straight into Salesforce — no manual imports, no lost enquiries. Your site becomes the first step in your sales process.

  • Web development & design
  • Salesforce CRM integration
  • Lead capture & qualification
  • Analytics & tracking
4

Automation & Ongoing Support

We connect your other tools to Salesforce and automate repetitive tasks. Then we stick around — fixing issues, adding features, and improving things as your business grows.

  • API integrations
  • Workflow automation
  • Ongoing optimisation
  • Managed support

Our Salesforce & Web Services

Salesforce CRM Consulting

We're Salesforce certified consultants with hands-on B2B experience. We design and build Sales Cloud implementations that your team will actually use — and we stay involved to make sure the ROI keeps growing after launch.

Learn about Salesforce Consulting

B2B Web Development

We build fast, professional websites that connect directly to Salesforce. New leads land in your CRM automatically, with full context — no copy-pasting, no data entry, no delays.

Learn about Web Development

CRM Automation & Integration

We connect Salesforce to the rest of your tech stack — marketing tools, accounting software, e-commerce platforms, and custom apps. Data moves automatically so your team isn't doing it manually.

  • API integrations & webhooks
  • Workflow automation & process flows
  • Marketing automation sync
  • E-commerce platform connection
  • Accounting system integration
  • Data cleansing & migration

Managed Support & Optimisation

Going live is just the beginning. We offer support packages that cover incident response, bug fixes, new features, and regular reviews — so your Salesforce setup keeps improving rather than going stale.

  • Incident response & bug fixes
  • Continuous optimisation
  • User training & enablement
  • Quarterly business reviews
  • System health audits
  • Strategic roadmap planning

Lightning Experience & Custom Development

When out-of-the-box Salesforce isn't enough, we build custom solutions using Lightning Web Components, Apex, and JavaScript. Tailored interfaces, advanced automations, and integrations built exactly to spec.

  • Lightning page customisation
  • Lightning Web Component development
  • Apex development & testing
  • Custom API integrations
  • Advanced automation
  • Mobile optimisation

Commerce Cloud & B2B E-Commerce

We build Salesforce B2B Commerce Cloud storefronts with complex pricing, quote-to-cash workflows, and order management — all linked to your CRM so accounts, contacts, and orders stay in sync automatically.

  • Commerce Cloud storefront setup
  • Product catalogue & pricing
  • B2B order workflows
  • CRM integration for accounts
  • Payment & shipping configuration
  • Order lifecycle management

Why UK B2B Companies Choose Smart Hub Tech

Certified Consultants, Not Junior Resources

You get senior Salesforce-certified consultants on your project from day one — not a large partner who assigns graduates once the deal is signed.

40–60% Less Than Major Partners

We charge significantly less than the big Salesforce partners without cutting corners on quality. No premium markup. No slow approval chains.

B2B Specialists

We work exclusively with B2B companies. We understand long sales cycles, multi-stakeholder deals, and the complexity of B2B data — we're not generalists trying to cover everything.

Built for Adoption

A Salesforce implementation only works if your team uses it. We involve users early, train thoroughly, and design for how people actually work — not just how the org chart says they should.

Practical, Right-Sized Solutions

We build what you need today, designed to grow with you. No over-engineering, no bloated feature lists. Clean, maintainable solutions that your team can actually manage.

We Stay After Go-Live

Most of our clients stay with us after implementation for ongoing support and improvements. We're a long-term partner, not a one-off project team.

Ready to Get More From Salesforce?

Book a free consultation and we'll review your current setup, identify what needs to change, and give you a clear plan — no commitment required.

Request a Quote