Services
Services for Every Stage
Wherever you are, from a first review to a system that needs care or a team that needs more hands, one partner covers it on Salesforce and Odoo.
Stage 1: Assess
Know Where to Start
Before you commit to a project: find the use cases, the gaps and the order to tackle them in.
Salesforce Health Check & License Review
An outside review of your Salesforce org: security, data quality, automation and technical debt, with a prioritized fix list. Pair it with a license review to pay only for what you use.
AI Strategy & Assessment
Find the AI use cases that pay off in your Salesforce or Odoo system, check your data is ready, and get a plan with guardrails. The Claudeforce Assessment is a fixed price for one defined scope, delivered in 2–4 weeks.
Revenue Operations Review
Map how leads, opportunities, quotes and renewals move between sales, marketing and customer success, and where they stall, then fix the handoffs in Salesforce.
Stage 2: Build
Implement and Customize
Put the right system in place, fitted to how your business works: configuration first, custom development only where it pays off.
CRM & ERP Implementation
Salesforce for sales, service and customer operations; Odoo for sales, inventory, manufacturing and accounting in one system. We design, configure, test and launch with your team.
Workflow Design & Customization
Design the approvals, handoffs and screens your teams use every day, and build custom modules or components where the standard ones don’t fit.
AI Agents & Automation
Automate the repetitive work: routing, follow-ups, quotes and case handling, with Agentforce on Salesforce, Claude on Salesforce and Odoo, and flows that a person can review.
Stage 3: Migrate
Move and Connect Your Data
Bring your history with you and connect the systems you keep. We have completed 120+ legacy data migrations.
Data Migration & Integration
Move data from spreadsheets, QuickBooks or an older system, validated against the source before cut-over, and connect Salesforce or Odoo to the other tools you rely on.
Odoo Version Upgrades
Move to a newer version of Odoo with your custom modules, reports and data carried over, tested on a copy of your system before go-live.
Stage 4: Run
Support, Train and Improve
Keep the system healthy after go-live, help your team get the most from it, and keep improving it.
Managed Services & Support
Admin work, fixes, enhancements and release reviews on a monthly plan: Salesforce managed services with a 15-minute response to critical issues (24 hours for the rest), and Odoo support with the same response times, seven days a week.
Training & Enablement
Training for users and admins, documentation and adoption help, so your team gets the most from Salesforce or Odoo.
Reporting & Analytics
Dashboards and reports your leaders trust, built on clean data in Salesforce or Odoo, including AI Voice Reports that answer a spoken question with a report.
Stage 5: Extend
Add Specialists to Your Team
Hire Salesforce and Odoo specialists from our own team, part-time or full-time, one person or a whole team, starting with a 30–90 day trial.
Salesforce Developers
Apex, Lightning Web Components, integrations and Agentforce actions, working in your sandboxes and release process.
Salesforce Admins & Consultants
Day-to-day administration, Flow automation, process design and training.
Salesforce Architects
Solution and technical architects for complex orgs, integrations and multi-cloud programs.
Odoo Developers & Consultants
Custom modules, integrations, reports, upgrades and functional setup of Odoo’s apps.
Not Sure Which Stage You’re In?
Tell us where you are today and we will suggest the right way to start.