Salesforce Implementation with ClearPoint

Successfully implement Salesforce or extend your existing solution

What We Offer

If you recently selected Salesforce, or already have Salesforce and want to take it to the next level, ClearPoint can help you complete your Salesforce implementation.

Our expert team of certified Salesforce Functional & Technical Consultants will ensure you achieve your objectives. We are flexible in how we deliver Salesforce projects, whether you need one specialist or a team of experts. Choose between a packaged option or a tailored approach that meets your exact needs.

Choose what suits your needs

Option 1: Service Cloud - Customer Experience Implementation

Your customers expect up-to-date, consistent information from a variety of sources. Using Salesforce Service Cloud, we can help you become omnichannel capable and bring all your data together for a strategic, single view of your customer.

If outdated systems and multiple databases are getting in the way of delivering outstanding customer experience, Salesforce could be the solution. We provide focused implementation packages that can turn your offerings into seamless customer experiences with actionable insights.

Choose the Service Cloud implementation package that gets your business up and running with minimal risk, time and cost. We offer multiple solution options for organisations that want to improve their customer experience, resolve customer queries faster, or improve their NPS score.

Package Detail


Salesforce Service Cloud focused on customer experience/service. Suitable for smaller organisations or businesses taking the first step.


  • Production organisation setup, user roles and security setup
  • Out-of-the-box best practice setup for case management, knowledge base, queue and workload management
  • Three core customer experience processes,  such as complaints, queries and issues across e-mail and phone.
  • Limited migration of summary level data, including customer master and case categories
  • Train the trainer approach
Cost: From $40k    |    Duration: 3-4 weeks

Suitable for organisations with larger customer service teams, or that require a more comprehensive approach on day one. Includes a focus on SLAs and entitlements.

Includes Bronze benefits, plus:

  • Supports social channel case creation and updates
  • Community Cloud Customer portal that enables customers to query knowledge and log cases directly
  • Includes SLA and entitlements
  • Connects social channels
  • Insights service – we identify how to reduce the number of requests coming into your service team.
  • Additional data migration and one integration point to another system in your environment, such as your e-commerce and ERP.
  • Tailored training, change management and adoption
Cost: From $100k    |    Duration: 6 weeks

Suitable for large contact centres, complex case or customer service processes and significant downstream customer service resolution processes.

Includes Silver benefits, plus:

  • Deep case management business processes, approvals, escalations and automation
  • Automated work routing and skills based assignment
  • Live chat
  • KPI reporting
  • Insight service allocation for more self-service automation capability for customers.
  • Intelligent chatbot capability.
  • Additional migration of data and two more integration points to other systems in your environment, typically e-commerce and ERP
  • Customer NPS enablement and survey creation
  • Reporting and analytics
Cost: From $175k    |    Duration: 12 weeks +

Option 2: Custom implementation

If one of our packages does not suit you, we can help you implement or enhance Salesforce to your exact requirements.

This process starts with a discovery phase to understand your objectives. Then, we work collaboratively to define a MVP (minimum viable product), as well as areas for future enhancement. We create the plan per your budget needs.

Working flexibly is a priority, so can take full responsibility for the project, or we can work together with your existing team. If you need help scaling, we can also provide our Salesforce talent to be part of your project team.

We'd love to help you accelerate with Salesforce! Get in touch below

Why ClearPoint

We combine the right platforms, with the best design and engineering expertise, to deliver innovative digital solutions.

We are the leaders in DevOps and Continuous Delivery in NZ, having implemented some of the most complex DevOps transformations.

We increase the velocity within your teams through our individual talent, hybrid and ClearPoint teams that will increase your capability, when you need it.

Exceptional technical leadership that you can draw upon to innovate and deliver faster and safer.