Salesforce Consulting Services to Transform Your Business

Make Salesforce work for your business with tailored Salesforce Consulting Services. Westbrook helps design, implement and optimise Salesforce solutions—improving efficiency, automation and growth.

A Consulting Approach Designed for Your Business

Salesforce is a powerful platform, but real value comes from using it in a way that fits your business goals. Westbrook’s Salesforce Consulting Services provide practical, hands-on support to ensure your system is built, integrated and optimised for your unique needs.

Rather than offering one-size-fits-all recommendations, our team works closely with you to assess your current setup, identify opportunities for improvement, and implement solutions that align with your industry and objectives. Whether it’s improving sales processes, customer service, marketing automation or analytics, we ensure Salesforce drives measurable business impact.


As a Salesforce Partner since 2005, Westbrook’s consulting approach is based on real-world experience, deep platform knowledge and a focus on long-term success.

Westbrook’s Approach to Salesforce Consulting

Adoption & Ongoing Support

A Salesforce implementation is only successful when people use it effectively. Westbrook provides training, change management support and ongoing enhancements to help your teams fully adopt Salesforce and continuously improve how they use it.

Integration with Business
Systems

A disconnected tech stack limits efficiency. We integrate Salesforce with ERP, finance, customer service, marketing and e-commerce platforms to ensure data flows seamlessly across your organisation.

AI & Analytics for Smarter
Decision-Making

Westbrook helps businesses leverage AI-driven insights, real-time reporting and predictive analytics using Salesforce Data Cloud, Tableau CRM and Agentforce. Our approach ensures your data works for you—powering better decisions and customer experiences.

Salesforce Implementation &
System Configuration

Salesforce should fit your business, not the other way around. We configure Salesforce to align with your specific data models, automation needs and third-party integrations, ensuring seamless functionality and ease of use.

Thoughtful Planning
& Solution Design

Our consulting services start with a detailed review of your business processes, technology landscape and future objectives. We work with key stakeholders to define a Salesforce strategy that fits your organisation—whether that means refining workflows, enabling automation or enhancing data insights.

Westbrook’s practical approach to Salesforce Consulting ensures businesses achieve realistic, results-driven automation without overpromising capabilities.

Salesforce Products We Specialise In

The Right Salesforce Tools for Your Business

Westbrook’s Salesforce Consulting Services help businesses choose and implement the right Salesforce products for better efficiency and long-term success.

Sales Cloud

Automate sales processes, improve forecasting and accelerate deal cycles.

Service Cloud

Deliver seamless customer service with AI-driven case management and automation.

Marketing Cloud

Create personalised, data-driven customer journeys across multiple channels.

CPQ & Revenue Cloud

Streamline complex quoting, pricing and contract management with automation.

Agentforce

Optimise contact centre performance with AI-powered customer interactions.

Data Cloud

Unify and analyse customer data in real time to enhance decision-making.

A Team of Certified Consultants You Can Trust

A Team of
Certified Consultants You Can Trust

Westbrook’s Salesforce Consulting Services are led by certified specialists who ensure your project is in the right hands.

Salesforce Consulting Certifications

Sales Cloud, Service Cloud, Marketing Cloud and Pardot certifications ensure we tailor Salesforce for sales, marketing and customer service success.

Salesforce Development Certifications

Our developers are certified in Platform App Builder, Platform Developer I & II and Advanced Development, meaning they can customise Salesforce to fit your needs.

Salesforce Architect Certifications

With expertise in Technical Architecture, Application Architecture and Integration Design, we build scalable, enterprise-ready Salesforce solutions.

With deep knowledge in process automation, AI and data strategy, Westbrook’s Salesforce Consulting Services make sure Salesforce is working as efficiently as possible.

Salesforce Consulting Solutions for Every Business Need

Westbrook provides Salesforce Consulting Services to support businesses across sales, customer service, marketing and operations.

Sales

Automate lead management, forecasting and sales processes to improve conversion rates.

Customer Service

Deliver faster support, AI-powered assistance and personalised experiences.

Marketing

Increase engagement with automated, data-driven marketing campaigns.

Operations & IT

Integrate Salesforce with business-critical systems for a fully connected organisation.

What Our Clients Say About Working with Us

Professional Services Organisation

- Anonymous

“Westbrook is our preferred Salesforce partner and have worked alongside our business to understand all our needs for a long time. They go above and beyond what you would expect from a normal Salesforce partner. I would wholeheartedly recommend them to anyone.”

Verified 5-Star AppExchange Review

- Anonymous

“The team at Westbrook are great. There are many partners that have Salesforce knowledge and could do the job, but its the team of people that set them apart. Nick, Ayse and Steve are what makes us come back to Westbrook again and again.”

Healthcare and Life Sciences Organisation

- Anonymous

“Westbrook have been brilliant to work with on our project – 5 stars across the board. They really understood our business, challenged our thinking and delivered ahead of time and budget. We are already starting the next phase with them!”

Healthcare and Life Sciences Organisation

- Anonymous

“Westbrook quickly understood our needs as a non profit organisation and built a plan that would allow us to meet our goals on time. The team were very helpful in fleshing out the details of what we wanted from a CRM.”

Service Cloud, Non-Profit Cloud

- Anonymous

“Westbrook is a wonderful organisation, they looked after us from start to finish. We are now at the stage where if we need any changes we go to them and they happen quickly. Westbrook really wanted to learn our process and see how they could get Salesforce to work well for us.”

Public Sector Organisation

- Anonymous

“Westbrook is excellent at capturing requirements and has an implementation team who were very easy to contact and speak with. Westbrook is good at changing requirements mid development when business practices not fully reflected in capture process.”

RPS

- Rick Russell

Chief Operating Officer

“With membership expanding, one of the biggest challenges was coping with the scale of communicating and marketing to each member individually every time they signed up or needed to renew their membership…”

RPS

- Rick Russell

Chief Operating Officer

“Embarking on this programme gave us the opportunity to reimagine and re-engineer the entire process…”

RPS

- Rick Russell

Chief Operating Officer

“When you look at the capability of Salesforce beyond CRM it opens up opportunities for the future…”

Financial Services Organisation

- Anonymous

“Again the Westbrook team was more than patient with our lack of focus. They stopped all other work to give this their full attention. Delivered as quickly as possible.”

Financial Services Organisation

- Anonymous

“Support from Westbrook has been great. Their attention to detail and recommendations have been very helpful. We have several areas that leverage our weekly stand-up with them and has proven to be very effective!”

Financial Services Organisation

- Anonymous

“The support process was key for ongoing questions and direction. The Westbrook team handled and communicated very effectively. Their expertise and recommendation were very helpful.”

Daily Mail

- Anonymous

“We required blended resources that could carry out the functions of Business analysis & Technical Design, who could dovetail closely with DMG’s Solution Architects & the Developers/Administrators. This required not only the skills but the right personalities, which Westbrook worked hard to ensure was matched well.”

The Prostate Project

- Katherine Hammersley

Charity Secretary

“Westbrook’s expertise and personal coaching transformed our Salesforce environment into a valuable business tool. We now have a robust, secure system that is GDPR compliant and a safe pair of hands for our data management needs.”

Circet Home

- Lynn Anderson

Operations Director

“We are now operating 125% more than we were pre covid on our job numbers. We have increased one job per engineer per day. We believe there are another 20-30% opportunities out there that we aren’t capturing at the moment. We are on a significant recruitment drive to add 50-100 engineers to our team.”

Circet Irl & UK

- Dave Brazewell

Technical Director

“With Westbrook and their experience in the platform, they helped us through the RFP process. We wanted to be able to develop things quicker, more clicks, less code, utilise reporting to help us to understand the performance of the product for SLAs and KPIs but also how to tweak and refine these parameters around optimisation.”

The Prostate Project

- Katherine Hammersley

Charity Secretary

“Westbrook worked with our small charity to ensure we have a fit-for-purpose donor database, which is now far more streamlined and efficient. Due to the brilliant work the Westbrook consultant has done, we are now in the position to use the database as an effective tool to review and plan fundraising strategies, manage effective donor relationships, and safeguard our data—something we’ve never been in the position to do before.”

JANES

- Emma Oakes,

Head of Sales Operations

“Westbrook has become a natural extension of our team, providing highly qualified resources who understand our business. Their proactive approach and personalised service have been essential for our operational efficiency. We trust Westbrook to have our best interests at

CAPITA

- Steve Allan

Marketing Manager

“Support from Westbrook has been great. Their attention to detail and recommendations have been very helpful. We have several areas that leverage our weekly stand-up with them and has proven to be very effective!”

MSQ

- John Smith

Senior Manager

“Westbrook is a wonderful organisation, they looked after us from start to finish. We are now at the stage where if we need any changes we go to them and they happen quickly. Westbrook really wanted to learn our process and see how they could get Salesforce to work well for us.”

Blogs / news

Insights on Salesforce & Digital Transformation

How to unlock the power of AI to drive sales

Unlock Sales Growth with AI-Powered Product Recommendations

by GiuseppeSchiorlin

Supercharge Your Customer Service with AI – How Salesforce Agentforce & Einstein Copilot Can Transform Your Business

by GiuseppeSchiorlin

How to unlock the power of AI to drive sales

Unlock Sales Growth with AI-Powered Product Recommendations

by GiuseppeSchiorlin

Supercharge Your Customer Service with AI – How Salesforce Agentforce & Einstein Copilot Can Transform Your Business

by GiuseppeSchiorlin

Find Out How Salesforce Consulting Services Can Help

The right Salesforce Consulting Services can streamline processes, automate workflows and
drive business growth. Let’s talk about a Salesforce strategy tailored to your goals.

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