Salesforce, your solution in the cloud

Whether you are new to Salesforce, migrating from another partner or enhancing your existing solution, ClearPoint can help you be successful with Salesforce

Connect with your customers in a whole new way with Salesforce and ClearPoint.

Align your organisational goals and optimise customer experience by implementing Salesforce, the world’s number one CRM and business application platform.

The platform provides a lightning-fast, comprehensive way to put your customers at the centre. Behind the scenes, your employees seamlessly access Salesforce online without any additional infrastructural needs. 

Let’s talk about how we can work together. 


Our Offerings

Why ClearPoint for Salesforce

  1. ClearPoint can take ownership of end-to-end initiatives that extend beyond the Salesforce solution, including design, architecture and more.
  2. We bring over twenty years of experience in leadership in CRM, app and software development, and risk reduction strategy across some of New Zealand’s largest enterprise, financial services, and retail organisations.
  3. We work flexibly, and are locally owned and managed so you get the best level of executive engagement for success.
  4. We can help you scale your Salesforce team faster and introduce our best-in-market DevOps approach into your organisation.

ClearPoint is an implementation partner of Salesforce, certified to sell & implement Salesforce products, backed by our expertise and experience with the platform. We are Salesforce Consultants.

Salesforce Clouds

ClearPoint team are experts in helping our clients maximize the value of the cloud by working with Salesforce.
We excel in the following areas:

Service Cloud

Salesforce Service Cloud will help you enhance your customers’ experience.

It offers world-class customer service offerings, including case management and chat options; digital engagements; self-service implementation; and all the service analytics you need to guide your next step.


Commerce Cloud

Regardless of your organisational structure (B2B/B2C) and audience, Salesforce provides you with the tools you need to deliver strategic eCommerce solutions.

Key capabilities include order management and endless aisle, unify physical and digital channels.



Build engaging apps with Salesforce Heroku. Deliver fantastic customer experience that seamlessly connect with all your Salesforce core data.

Heroku features a powerful developer expierence and one-click integrations that help you create scalable, design-forward consumer products.


Industry Solutions

Financial Services

We have over twelve years of working with financial services organisations, including banking, investment management, insurance and wealth.

Our team have a comprehensive understanding of specific industry needs matched with the ability to help our clients achieve success.

With Salesforce, we help bring your customer across your areas of need.

We also help to increase customer retention while managing the industry’s unique risks and compliances via stringent automated processes, including KYC & AML.


ClearPoint works with many of New Zealand’s leading retailers to strengthen their customer success.

We can help retailers use Salesforce to enhance customer service, implement automation and introduce customer self-service.

Our expert team know how to leverage Salesforce’s extensive features to help B2B and B2C organisations meet their eCommerce needs, including custom, consumer-facing apps and user experiences that leverage the power of your Salesforce data.

We also help enterprises with the integration of Salesforce into your wider enterprise, including ERP.

Our Salesforce Services

Reimagine your business potential with ClearPoint and the power of Salesforce. Regardless of where you are on your Salesforce journey, we have a package that can help you grow, or we can tailor our services to meet your specific needs.


Want an easy step to get started with Salesforce? Not ready to buy or commit to a large project upfront? We can help you to work out priorities at a low cost without any commitment. 

This packages includes:

  1. Salesforce Adoption Health Check
  2. Salesforce System Health Check
  3. Migration Assessment
  4. Rapid Start

Our implementation packages are for organisations who have recently selected Salesforce and are ready to use a proven approach to implement the solution.

This packages includes:

  1. Service Cloud – Customer experience implementation
  2. Custom-made – Exact fit implementation based on your goals and objectives

This package is suitable for existing customers, or customers wanting to move Salesforce implementations to ClearPoint for maintenance and improvements.

This packages includes:

  1. Application Lifecycle Management – managed service
  2. Salesforce Admin as a Service
  3. Salesforce talent – scale your Salesforce team faster & easier

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.