Salesforce that marketing and sales both believe in.

Salesforce is one of the most widely used CRM platforms in the world. At its core it holds your leads, contacts, accounts and opportunities, with tools for automation, reporting and a large marketplace of connected apps. It also offers products for marketing, service and commerce. It suits businesses that need a flexible, scalable system and expect their processes to grow more involved over time, from fast-growing B2B companies to larger organisations with several teams and regions.

A Salesforce agency helps you set up, improve and run Salesforce so it supports how your business sells. At Vertical that covers audits, pipeline design, lead management, automation, integrations, data clean-up, reporting and training. Because we also run paid media, email, outbound and websites, we connect Salesforce to the activity that creates new opportunities. You get a senior team that understands both the platform and the commercial goals behind it.

Yes, and it is one of the most common reasons businesses come to us. Over the years orgs collect unused fields, overlapping automation, duplicate records and reports nobody trusts. We audit what is there, agree what the business genuinely needs, then simplify carefully, testing as we go so nothing important breaks. The result is a cleaner org that is quicker to use, easier to maintain and far more reliable as a source of truth.

We start with shared definitions: what counts as a lead, when it becomes qualified, who owns it and how quickly it should be followed up. Those rules are then built into Salesforce through scoring, routing and required fields. Campaign and source data travel with every record, so reports show which marketing activity creates real pipeline and revenue. When both teams look at the same numbers, conversations about lead quality become far more productive.

Yes. We migrate businesses from spreadsheets, HubSpot, Pipedrive and other tools. We decide what is worth keeping, clean and deduplicate the data, then map it to a well-designed Salesforce structure. Automation and integrations are rebuilt to suit the new setup rather than copied across. We test thoroughly before go-live, plan the switch around your sales calendar and train your team, because a migration only succeeds when people trust the new system.

Salesforce automation can assign records, create tasks, update fields, send alerts and guide users through multi-step processes when specific events happen. For example, a new enquiry can be routed to the right salesperson with a follow-up task, or a closed deal can trigger an onboarding handover. We design automation around your process, document what each piece does and test it carefully, so your team saves time without creating hidden complexity.

They suit different needs. Salesforce is extremely flexible and scales well for businesses with involved processes, several teams or specific data requirements. HubSpot is often quicker to adopt and brings marketing, sales and service together in a very approachable way. We work with both and will recommend the one that fits your team, your processes and your budget, rather than a default choice. Sometimes the right answer is improving the system you already have.

We begin by agreeing what each person needs to see, from salespeople managing their own deals to leaders forecasting revenue and marketers measuring campaign influence. Then we build reports and dashboards on clearly defined stages and fields, so the numbers hold up to scrutiny. We review them with you regularly and adjust as targets and teams change. Good reporting should prompt better decisions and better conversations, not just more charts.

Yes. Many clients keep working with us after the initial project to refine automation, improve reporting, connect new tools and onboard new team members. As your business changes, your CRM should change with it. Because we also run marketing and outbound, we make sure new campaigns feed Salesforce properly from day one. You get a team that already knows your org and can make changes quickly and safely.

Start with a conversation about how your teams work today and where Salesforce fits. If you already use it, we usually begin with an audit of your org, data, automation and reporting, then share a prioritised plan. If you are choosing a CRM or migrating, we scope the work and agree a realistic timeline. Either way, we will tell you plainly what we think will make the biggest difference to your pipeline.