Salesforce Implementation, Integration & AI Solutions
From CRM implementation and legacy migrations to ERP integrations and AI-powered automation, we help businesses deploy, extend, and optimize Salesforce with certified experts backed by 24+ years of enterprise software experience
What do you want Salesforce to achieve?
Salesforce is more than a CRM. When implemented correctly, it becomes the platform connecting your sales, customer service, operations, and business data.
Grow sales and improve customer relationships
Give your sales team a complete customer view, better pipeline visibility, and streamlined sales processes.
Improve customer service
Deliver faster response times, automate case management, and equip support teams with the information they need.
Connect business systems
Integrate Salesforce with ERP, finance, Microsoft 365, eCommerce platforms, and other business applications.
Replace manual work with automation
Reduce repetitive tasks through workflows, approvals, notifications, and AI-powered automation.
Build a scalable platform for future growth
Extend Salesforce with custom applications, portals, dashboards, and AI capabilities as your business evolves.
End-to-end Salesforce services
We deliver solutions tailored to how your business actually works.
Salesforce Quick Start
Launch Salesforce quickly with a practical setup to get your team up and running.
- Core configuration & best practices
- Users, security & data setup
- Reports, dashboards & training
- Go-live support
Salesforce Implementation
Design and deliver complete Salesforce solutions aligned to your business processes and long-term roadmap.
- Business process design
- Solution configuration & customisation
- Data migration & testing
- Training & change enablement
Salesforce System Integration
Connect Salesforce with your critical business systems for a unified and real-time view.
- ERP, finance, eCommerce & more
- APIs, middleware & connectors
- Data synchronisation
- Secure & scalable integrations
Salesforce AI & Automation
Put AI to work inside Salesforce — not as a bolt-on, but as part of how your team operates.
- Agentforce
- Einstein AI
- AI Customer Service
- AI Sales Assistant
- Workflow Automation
- Knowledge Search
Salesforce Support & Managed Service
Provide ongoing Salesforce admin support, user assistance, enhancements, release coordination, and proactive platform management after go-live.
- Admin support & user requests
- Enhancements & small projects
- Release coordination & deployment support
- Monitoring, governance & continuous improvement
Salesforce Health Check
Evaluate your Salesforce environment to identify risks, gaps, and opportunities for improvement.
- Configuration & security review
- Data quality assessment
- Performance & scalability review
- Actionable recommendations
Industry expertise
Instead of generic Salesforce implementations, we deliver solutions tailored to how your business actually works.
Unify customer data across channels and turn loyalty programs into a real engagement driver.
- One View of Every Customer
- Loyalty Programs
- Selling Across Every Channel
- Marketing Automation
Give sales and service teams real-time visibility into dealer networks and operations.
- Dealer Management
- ERP Integration
- Service Operations
- Sales Visibility
Secure, workflow-driven solutions for care coordination and referral management
- Patient data management
- Care workflow automation
- CRM system integration
CRM workflows built around onboarding, audit, and compliance requirements
- Dealer & partner portals
- Sales process automation
- ERP integration
Project- and resource-centric Salesforce configurations for client-facing service businesses
- Opportunity tracking systems
- Resource planning tools
- Project & client workflows
Why businesses choose us
Salesforce implementation is rarely just about CRM. Success depends on understanding business processes, integrating enterprise systems, and delivering long-term value. That's where we help.
We are certified to deliver Salesforce solutions following platform standards, best practices, and governance guidelines.
We have multiple Salesforce certifications across development, administration, and solution delivery.
Years of enterprise software delivery and Salesforce implementation experience across complex business environments.
Hands-on experience delivering Salesforce implementation, custom development, integration, and ongoing optimisation.
Success stories
We bring hands-on, project-tested expertise to the industries where we've delivered real client outcomes — and we apply the same Salesforce + integration discipline to other sectors as your needs require.
Customer Loyalty Platform for Hong Kong retail & commercial real estate client
Consolidated loyalty management into a single Salesforce-based platform, improving visibility and operational efficiency.
CRM Customer service experience transformed for a leading outdoor gear company.
- Consolidated scattered data and tailored case routing with escalation rules
- Implemented enhanced self-service options and improved knowledge management
- Achieved faster ticket resolution times and increased case handling capacity
E-marketing efforts and customer engagement streamlined with Salesforce Marketing Cloud.
- Automated seamless customer journeys using unified customer data views
- Created custom email templates and integrated essential transactional data
- Boosted overall marketing efficiency and unlocked valuable data insights
FAQ
How long does a Salesforce implementation take?
Timeline depends on scope. A focused Sales Cloud rollout for a mid-sized team typically takes 6–10 weeks. Full multi-cloud implementations with ERP integration, custom development, and data migration usually run 3–6 months. We structure delivery in phases so you get working functionality early — not a big-bang launch months down the line. After the free discovery call, we provide a fixed scope and timeline before you commit to anything.
Do you provide Salesforce architects as well as developers?
Yes. Every engagement includes a certified Salesforce architect who owns the solution design — data model, org structure, integration patterns, and scalability. Depending on project complexity, we also bring in business analysts, UX designers, and dedicated QA engineers. You are not getting a team of generalist developers; you are getting specialists matched to what the project actually needs.
Can you integrate Salesforce with our ERP, accounting system, or custom platforms?
Integration is one of our core specialties. We have built connectors to SAP, Oracle, Microsoft Dynamics, NetSuite, Xero, MYOB, and a range of custom-built systems. We use native Salesforce APIs, MuleSoft, and purpose-built middleware depending on your architecture. Before we build anything, we produce a full integration map so you can see exactly how data will flow — and where the risks are.
We already have Salesforce. Can you improve or extend what we have?
Absolutely — a significant portion of our work is org health reviews, technical debt remediation, and capability expansion for existing Salesforce customers. We start with an audit of your current setup, identify what is working against you, and deliver a prioritized remediation plan. You do not need to start from scratch to get substantial improvements.
What does the free 1-week trial actually include?
The trial puts a dedicated developer on your project for one week at no cost — working on a real, agreed task so you can evaluate our work quality, communication style, and technical approach before making a longer commitment. There is no catch and no obligation to continue. It is how we demonstrate rather than just claim what we can do.
How do you handle data migration from our old CRM?
We follow a structured extract → clean → map → load → validate methodology. Before any data moves, we profile your source data for quality issues, duplicates, and field mapping gaps. Migration runs in a sandbox first; you review the output and sign off before it touches production. We retain source data until you are fully satisfied — there is always a rollback path.
Do you offer ongoing support after go-live?
Yes — both project-based and long-term retainer engagements are available. Many of our clients have worked with the same Shinetech team for 3+ years post-launch, treating us as an extension of their internal capability. Support tiers range from a few hours of admin per month through to a dedicated team shipping new features on a continuous delivery cadence.