Discovery & CRM Roadmap
We review how your team sells and serves customers today, then plan a Salesforce setup that matches your processes, budget and timeline.
Salesforce Consulting
A CRM your team will actually use
Modeverse helps small and mid-size businesses plan, implement and grow on Salesforce, without the complexity or the enterprise price tag.
Fast go-live
Starter setups live in as little as two weeks.
Fixed-scope packages
Clear pricing agreed before we start.
Ongoing support
We stay with you well after launch.
Trusted by growing teams
As our team grows, we keep adding expertise. Here are some of the businesses we've helped.
Amtech Systems
BTU International
Services
Pick a single service or let us run your whole Salesforce journey end to end.
01
Set up the right foundation
Implementation & Configuration
Objects, fields, page layouts, permissions and pipelines configured around your business, so your team gets a system that feels built for them.
Data Migration & Cleanup
We move your data from spreadsheets or another CRM, remove duplicates and set validation rules so your records stay accurate.
02
Automate the busy work
Workflow Automation
Flows and approval processes that handle lead routing, follow-up tasks and status updates automatically, saving your team hours every week.
Custom Development
When configuration is not enough, our developers build custom Apex logic and Lightning components tailored to your requirements.
Integrations
We connect your CRM with the tools you already use, including email, telephony, e-signature, accounting and marketing platforms.
03
Measure, improve and grow
Reports & Dashboards
Clear dashboards that show pipeline, forecast and team performance at a glance, so decisions are based on real numbers.
Training & Adoption
Hands-on training sessions and short how-to videos that help your team use the system with confidence from day one.
Ongoing Admin & Support
A dedicated team to handle changes, fix issues and keep improving your setup as your business grows.
Starting fresh? Begin with our Quick Start package.
Ideal for small teams: we set up leads, contacts, opportunities and a simple sales pipeline, import your existing data, and train your team, so you can start tracking every deal from first contact to close.
Salesforce for small business
Is Salesforce right for a small business?
Yes, when it is set up for the way a small team actually works. Salesforce is not only for large companies: the small-business editions cover leads, contacts, deals, email and simple service, and the same system can grow with you into automation, integrations and more clouds later.
When it is a good fit
You sell to other businesses, deals take more than one conversation, you send quotes, or you plan to connect the CRM with your website, accounting system, ERP or online store. If your process is very simple and marketing-led, we will tell you when a lighter CRM is the better choice.
Which edition to start with
New small customers now choose between Starter Suite and Pro Suite, since Professional Edition is no longer sold to new customers. Enterprise suits teams that need more automation, API integrations or several sandboxes. We pick the edition for the next two years of your plans, not just the first month, and check how many users really need a full license.
What a small-business setup includes
A sales process written down first, then users and security, a clean lead and deal pipeline, your data imported without duplicates, email connected, a few automations that save real time, a dashboard your team checks every week, and training. Starter setups can go live in about two weeks. Read our 12-step Salesforce setup checklist and 10 questions to ask a Salesforce consultant.
☁️ Salesforce clouds
Every Salesforce cloud, one team
Most companies use two or three clouds that need to work together. Pick the ones you have, or the ones you are considering.
Sales Cloud
Sales Cloud setup, cleanup and automation: lead routing, opportunity stages, forecasting, quotes and dashboards your sales team will actually keep up to date.
Service Cloud
Service Cloud setup for support teams: Email-to-Case, Omni-Channel routing, SLAs and entitlements, knowledge base, service console and customer portals.
Marketing Cloud
Marketing Cloud Engagement setup and support: Journey Builder, email and SMS, data extensions, AMPscript, SQL automations and Sales Cloud integration.
Account Engagement (Pardot)
Salesforce Account Engagement (Pardot) setup: Engagement Studio nurture programs, lead scoring and grading, forms, email templates and Sales Cloud sync.
Commerce Cloud
Salesforce Commerce Cloud for B2B and B2C: storefronts, customer-specific pricing, ERP price and stock sync, Order Management and checkout integrations.
Experience Cloud
Customer, partner and member portals on Salesforce Experience Cloud: secure sharing, self-service cases, deal registration, branded LWR sites and SSO.
Revenue Cloud and CPQ
Salesforce CPQ and Revenue Cloud: product bundles, price rules, discount approvals, quote templates, contracts, renewals and billing.
Field Service
Salesforce Field Service setup: work orders, scheduling and dispatch, technician mobile app, inventory on the van, service reports and customer signatures.
Nonprofit Cloud
Salesforce Nonprofit Cloud and NPSP: donor management, gift entry, recurring giving, programs and outcomes, volunteer tracking and migration from NPSP.
Education Cloud
Salesforce Education Cloud for schools, colleges and training providers: admissions, student records, advising, alumni and fundraising on one platform.
Health Cloud
Salesforce Health Cloud for clinics, care providers and health companies: patient 360, care plans, referrals, appointment reminders and secure portals.
Financial Services Cloud
Financial Services Cloud for lenders, wealth and insurance firms: households, financial accounts, loan and deal pipelines, compliance tasks and client portals.
Media Cloud
Salesforce Media Cloud for publishers and media companies: advertising sales, media plans and orders, subscriber management and audience reporting.
Manufacturing Cloud
Salesforce Manufacturing Cloud: sales agreements, account-based forecasting, rebates, partner visibility and ERP integration for manufacturers and distributors.
Data Cloud
Salesforce Data Cloud setup: connect data sources, identity resolution, unified profiles, calculated insights, segments and activation to marketing and service.
Agentforce
Agentforce consultants: AI agents for service, sales and internal teams, with topics, Flow and Apex actions, prompt templates, guardrails and testing.
FAQ
Can't find what you're looking for? Our team is happy to help.
A Salesforce consultant works out how your team sells and serves customers, then sets up Salesforce to match: objects and fields, page layouts, permissions, pipelines, automation, reports and integrations. Modeverse also trains your team and supports the system after go-live.
A focused starter setup can go live in as little as two weeks. Larger projects with data migration and integrations are planned in phases, and we agree the timeline and a fixed scope with you before we start.
Sales Cloud, Service Cloud, Field Service, Experience Cloud, Commerce Cloud, Marketing Cloud and Pardot, CPQ and Revenue Cloud, Data Cloud and Agentforce, plus Nonprofit, Financial Services and Health Cloud.
Yes. We start with a health check, document what is there, clean up data and processes, and then improve and support the org. Many clients come to us with a Salesforce setup their team has stopped using.
Yes. When configuration is not enough, our certified developers build Apex classes and triggers, Lightning Web Components, Visualforce pages and Flows. Every change is built and tested in a sandbox before it reaches production.
Yes. We integrate Salesforce with email, telephony, e-signature, accounting, marketing, web forms, e-commerce and custom systems, so data moves automatically between the tools you already use.
Yes. A dedicated team handles changes, fixes issues, adds users and keeps improving your setup as your business grows.
Let's build a Salesforce setup that fits your business.
Empower your team with streamlined processes, real-time analytics and seamless customer management. Tell us about your goals and we will send you a tailored quote.