Sales & Service
Lead to revenue, and faster customer service.
Salesforce consulting and delivery
Make Salesforce work the way your business does.
Cuspian Solutions is a Salesforce consulting and delivery team. We implement, optimise and support Salesforce for growing businesses, and extend delivery capacity for Salesforce partners.
Agentforce
AI-powered automation to your business.
Integrations & Data
Connect Salesforce with your tools and keep data in sync.
Testing & Docs
UAT, data checks and clear documentation for smooth go-lives.
Two engagement models. One delivery standard.
We shape our team around how you operate: full-lifecycle ownership for businesses on Salesforce, or dependable delivery capacity inside a Salesforce partner’s practice.
For businesses on Salesforce
Get Salesforce set up right, and keep it that way.
You work directly with the team doing the build. No hand-offs, no layers between you and the people configuring your org.
- Salesforce implementationA new org or a new cloud, from requirements through to go-live, with your team trained and every decision written down.
- Managed servicesOngoing admin, enhancements and fixes from people who already know your org, so small requests don’t wait in a queue.
- Org auditA clear review of configuration, automation, security and technical debt, ending in a prioritised list of what to fix first.
For Salesforce partners
Extra delivery capacity, without the hiring cycle.
We plug into your projects, follow your methodology and tools, and work alongside your consultants on the pieces you need covered.
- Configuration and automationObjects, page layouts, permissions, Flows and approval processes, built to your design and standards.
- UAT and documentationTest scripts, UAT support and defect fixing, plus the solution and user documentation your clients expect.
- Selected integration workConnecting Salesforce with third-party tools where the scope is defined and the data flow is clear.
Where we go deep
We have delivered across several industries, so we tend to recognise the shape of a problem early, and know which parts of Salesforce will solve it cleanly. These are our core practices, but our work goes well beyond them.
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We structure B2B and B2C sales operations from lead capture and routing through to opportunity management, and revenue forecasting.
- Lead management: Lead capture, assignment rules, routing, duplicate management and lead conversion.
- Pipeline & opportunity management: Sales stages, activities, products, price books, quotes and approval workflows.
- Sales visibility: Reports, dashboards and forecasting to help teams track pipeline health, and monitor performance.
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We design service consoles, case routing and SLA tracking that help your support teams resolve issues faster.
- Omni-channel routing: skills-based and queue-based routing across email, web, messaging and phone.
- SLAs and entitlements: milestones, escalation rules and contract-based support tiers.
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We implement Salesforce AI agents grounded in your customer data, with clear guardrails and connected to reliable Flow and Apex actions.
- Topics and agent actions: agents that run flows, Apex and external APIs safely from a conversation.
- Prompts and grounding: prompt templates grounded in CRM records, knowledge articles and Data Cloud.
- Guardrails and handoff: defined boundaries and smooth escalation to a human sales or service rep.
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We build B2C and B2B loyalty programmes in Salesforce Loyalty Management, connected to your POS, e-commerce and partner transactions.
- Tiers and currencies: qualifying and non-qualifying points, tier rules and expiry policies.
- Transaction processing: accrual and redemption rules powered by decision tables and batch jobs.
- Promotions and vouchers: partner promotions, voucher issuance and a complete member profile.
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We connect Salesforce to the third-party platforms you rely on, so data moves between systems without manual re-entry.
- API integrations: REST and SOAP APIs, platform events and outbound callouts.
- Connectors and middleware: integration platforms and AppExchange connectors where they fit best.
- Data migration and sync: mapping, cleansing and loading data, with monitoring once it’s live.
Not limited to these clouds
Our team works across the wider Salesforce platform. If your requirement sits somewhere else in the ecosystem, ask us and we’ll tell you honestly whether we’re the right fit.
How we deliver: a clear path from discovery to handover
Whether we’re leading an implementation for you directly or running a workstream for a Salesforce partner, every engagement follows the same four phases.
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Phase 1Alignment
Discovery and org review
We review your existing org, map business processes, identify integration points and agree clear acceptance criteria before any configuration starts.
You getProcess maps, requirements and acceptance criteria -
Phase 2Architecture
Solution design and data model
Standard features first. We design scalable objects, security and permissions, automation and integration contracts that your team can maintain.
You getSolution design, data model and build plan -
Phase 3Execution
Iterative build and integration
Configuration, Flow and Apex development, Agentforce setup and third-party integrations, built in short sprints with regular sandbox demos.
You getWorking features to review every sprint -
Phase 4Assurance
UAT, documentation and go-live
End-to-end testing, user sign-off, production deployment and post-launch support, with admin and technical documentation handed over.
You getA tested release, trained users and full documentation
Tell us what you’re working on
Pick a time for a 30-minute call. Bring the problem, and we’ll come with questions and an honest view of how we can help.
- For businessesImplementations, managed services or an org audit.
- For partnersDelivery support on current or upcoming projects.
- No obligationIf we aren’t the right fit, we’ll say so.
No time that works?
Request an alternative time
Suggest a time that suits you and we’ll do our best to make it work.