Implement
Confirm customer processes first, then configure the agreed CRM journeys and approval rules.
- Process baseline and prioritised roadmap
- Configured workflows and role model
Salesforce consulting, implementation & integration
Connect sales, service and customer journeys with an integrated CRM.
INTELLIGENT ENTERPRISE PLATFORMS
A CRM shaped around customer journeys
When sales and service teams cannot see the same customer history, CRM change needs more than configuration. Linkfields brings consulting, implementation, integration, migration and support together around agreed Salesforce journeys.
Establish the process baseline, user and data readiness, then a prioritised roadmap with acceptance criteria.
DECISIONS BEFORE DELIVERY
Customer 360 with clear boundaries
Plan lead-to-opportunity visibility, service case routing and knowledge, and customer or partner self-service connected to ERP. Confirm the required Salesforce clouds, data ownership, user roles and acceptance measures during discovery, then agree implementation and integration responsibilities. Explore Intelligent Enterprise Platforms.
Intelligent Enterprise Platforms
What we deliver with Salesforce
Delivery is scoped to selected clouds, journeys and integrations, with interface protocols and responsibilities captured in the design.
Platform we deliver
Integrate
When customer work depends on ERP or other tools, connect the hand-offs and data ownership.
- ERP/order-to-cash, collaboration or analytics scope
- Interface contracts and exception tests
Extend
When the standard journey has a gap, evaluate configuration before developing an extension.
- Fit-gap and extension design
- Security and release-impact assessment
Migrate
Plan CRM data migration and interface changes as distinct workstreams, with agreed validation for each.
- Data mappings and reconciliation
- Classic-to-Lightning impact assessment where relevant
Operate
When the CRM enters service, define administration, release and support responsibilities.
- Training, hypercare and service handover
- Incident and enhancement backlog
Intelligent Enterprise Platforms
Connect delivery with user adoption
Example engagement pattern: acceptance measures and service transition are agreed for the chosen customer journeys.
01
Assess & prioritise
Map lead, case or self-service journeys with the teams who run them.
Acceptance output
Accepted CRM baseline, user/data readiness and roadmap.
02
Configure & connect
Build agreed workflows and interfaces with explicit identity and data boundaries.
Acceptance output
Approved role model, interface contracts and test scope.
03
Migrate & validate
Rehearse record migration and test routing, permissions and cross-system exceptions.
Acceptance output
Data-owner reconciliation and business user acceptance.
04
Enable & operate
Train users, release with a cutover plan and hand over to agreed support owners.
Acceptance output
Launch readiness, adoption plan and hypercare exit criteria.
Intelligent Enterprise Platforms
A connected customer-service pattern
Select migration, reconciliation and regression packs for the journey and release risks in scope.
CRM to ERP and self-service
Example pattern: a customer request opens a case, retrieves permitted order status and returns an approved response.
- CRM owns the case; ERP owns order status
- Identity controls access to customer records
- Integration exceptions route to a named owner
Illustrative evidence
Journey map, data-flow contract, permission tests and release pack; not a published deployment.
Linkworks extensions and portals
Use a composable application where the required workflow sits outside the agreed ERP/CRM scope.
- Microservices, REST APIs and composable UI
- Cloud-native delivery and DevSecOps
IEP accelerators
- Migration & Readiness
- Regression & Release Assurance
- Data Migration & Reconciliation
- Intelligent Platform Operations
INTELLIGENT ENTERPRISE PLATFORMS
Customer data and access governed from design
Assign ownership of customer identifiers, record quality and data retention. Review identity, permissions and consent where relevant, then test the full journey and its exception paths before release.
Cyber Security, Quality engineering and delivery accelerators support agreed assurance workstreams. Adoption, training and hypercare gates make readiness a business decision, not just a technical one.
BUYER QUESTIONS
Questions before you begin
Bring your current CRM, customer journey priorities and ERP interfaces to define a practical starting point.
Let’s connect
Tell us about your Salesforce priorities
What happens next
- We route your enquiry to the relevant portfolio specialist.
- Where needed, we agree an NDA before you share confidential information.
- We clarify your priorities and agree the right next step with you.