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SALESFORCE

Turn every customer interaction into coordinated action

Toqsoft implements and extends Salesforce around the way your organisation wins business, serves customers and collaborates with partners—then connects that experience to finance, fulfilment, documents, data and operational systems.

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Salesforce coordinating marketing, sales, service and commerce into connected customer outcomes

BEYOND CRM

Build one connected relationship platform around customers, teams and partners.

Salesforce creates lasting value when customer-facing work connects cleanly to the people and systems that deliver the promise.

We align the platform to real journeys, roles, decisions, service commitments and data ownership—not generic demonstrations.

The result is a governed platform that users can trust, leaders can measure and the organisation can extend without creating unnecessary complexity.

PLATFORM CAPABILITIES

Combine the Salesforce capabilities that fit the business outcome.

We configure the standard platform first, then add automation, integrations and tailored experiences where they create genuine operational value.

01

Sales Cloud

Leads, accounts, opportunities, activities, forecasting and disciplined pipeline management.

02

Service Cloud

Cases, queues, knowledge, SLAs, omnichannel service and complete resolution history.

03

Experience Cloud

Secure customer, dealer, distributor, supplier and partner experiences.

04

Marketing & Journeys

Consent-aware engagement, audience coordination, campaigns and lifecycle communication.

05

Data & Analytics

Trusted customer context, governed measures, dashboards and actionable insight.

06

Flow & Tailored Extensions

Approvals, guided work, Lightning components, APIs and specialised applications.

CONNECTED CUSTOMER LIFECYCLE

Preserve context from first enquiry through service and growth.

We shape Salesforce so each handover retains the information, accountability and next action needed to move the relationship forward.

01

Attract and qualify

Capture demand, enrich leads, apply qualification rules and route ownership.

02

Develop and convert

Coordinate stakeholders, activities, proposals, approvals and forecasting.

03

Onboard and fulfil

Trigger contracts, documents, finance and operational delivery across systems.

04

Serve and expand

Resolve issues, preserve history, identify needs and strengthen relationships.

SALES, SERVICE & ECOSYSTEMS

Give each team the context and controls required for its responsibility.

  1. 01

    Sales discipline

    Clear stages, activities, approvals, forecasting and management visibility.

  2. 02

    Service continuity

    Queues, SLAs, knowledge, correspondence and accountable resolution.

  3. 03

    Partner collaboration

    Onboarding, shared opportunities, documents, orders and performance visibility.

  4. 04

    Relationship insight

    Consistent measures, service trends, account health and next-best action.

EXTEND RESPONSIBLY

Use platform capability first. Engineer the differences that matter.

Toqsoft balances configuration, Salesforce Flow, Lightning and custom integration so the solution fits the organisation without becoming a fragile collection of exceptions.

CONFIGUREObjects, fields, layouts, rules, permissions and standard processes
AUTOMATEFlow, approvals, routing, notifications and guided actions
EXTENDLightning components, Experience Cloud and tailored user journeys
INTEGRATESecure APIs, middleware, events and governed enterprise data flows

CONNECTED ENTERPRISE

Connect customer activity to the systems that price, fulfil, invoice and support it.

We define system ownership, integration patterns, error handling and reconciliation so Salesforce participates in one dependable enterprise flow.

ERP

Business Central & SAP

Customers, products, quotations, orders, invoices, credit and fulfilment status.

M365

Microsoft 365

Outlook, Teams, SharePoint, documents and everyday collaboration.

AZURE

Integration, data & AI

APIs, events, data services, document intelligence and secure automation.

TAILORED

Operational systems

Portals, commerce, booking, service, logistics and specialist applications.

GOVERNANCE & TRUST

Protect customer information and preserve platform quality.

Governance is designed into access, data, automation, integrations and release practices from the beginning.

Profiles, permission sets, sharing and record accessConsent, retention and sensitive-data controlsDuplicate prevention and data-quality ownershipAudit history and controlled administrative changeSandbox strategy, DevOps and release governanceUsage, adoption, performance and capacity monitoring

IMPLEMENTATION APPROACH

Deliver useful capability in stages while protecting the platform’s future.

  1. 01

    Discover

    Understand journeys, users, data, integrations, constraints and measurable outcomes.

  2. 02

    Architect

    Define cloud scope, data ownership, security, environments and extension strategy.

  3. 03

    Implement

    Configure, automate, integrate, migrate, test and introduce priority capability.

  4. 04

    Adopt & evolve

    Support users, govern releases, measure value and expand through a clear roadmap.

BUILD A CONNECTED CUSTOMER PLATFORM

Let’s shape Salesforce around the way your organisation creates and delivers value.

Whether you are starting fresh, improving an existing implementation or connecting Salesforce to the wider enterprise, Toqsoft can help define a practical path forward.

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